Market Insights

Is the market overheating or catching up? Denise Chisholm uses data to challenge late-cycle fears, showing why strong earnings, muted inflation risks, and persistent skepticism may signal more runway ahead. Recorded on June 23, 2026.

View transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/561/742/Denise_Monthly_Market_Insights_Podcast_Vodcast_JUNE_2026.pdf

Are rising rates a threat or a sign of strength? Denise Chisholm explains why growth-driven hikes have historically supported equities and why tech and semiconductors may be more resilient than investors think. Recorded on May 26, 2026.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Market-Insights-Podcast_May2026.pdf

Denise Chisholm explores oil price shocks, market expectations, and valuation signals—showing how today’s economy and equity markets differ from past periods of volatility. Recorded on April 21, 2026.

Denise Chisholm breaks down geopolitical tensions, oil price moves, and tech valuation resets, highlighting what history suggests for markets and where risks and opportunities may lie. Recorded on March 12, 2026.

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Dirk Hofschire and Lars Schuster explore the impact of Middle East tensions on oil, inflation, interest rates, and investor sentiment, plus why diversification remains essential. Recorded on March 5.
Download the full transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/1010/455/March_Monthly_Market_Insights_Podcast_030526.pdf