Fisher Investments - Market Insights

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This Week in Review | US Debt, Global Bond Yields, US-Canada Trade (Aug. 21, 2026) Aug 21, 2026

Show notes

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • US debt reaching $40 trillion • Rising global bond yields • US-Canada trade negotiations Below are the sources for all data cited in today’s show: 1. Source: U.S. Department of the Treasury, as of 8/20/2026. Debt to the Penny, 8/19/2026. 2. Source: Treasury Direct, as of 8/21/2026. Recent Auction Results. 3. Source: Office of Management and Budget, as of 8/21/2026. Fiscal Year Federal Interest Outlays as a Percent of Annual Federal Tax Receipts from 1940 - 2025. 4. Source: Federal Reserve Bank of St. Louis, as of 8/20/2026. Market Yield on U.S. Treasury Securities at 30-Year Constant Maturity, Quoted on an Investment Basis (DGS30), 8/19/2026. 5. Source: Macrobond, as of 8/21/2026. Japan, Germany, France and UK 10-year government bond yields, monthly, January 2026 - July 2026. 6. Source: Macrobond, FactSet, as of 7/24/2026. ICE BofA US Corporate spreads, daily, 1/1/2000 - 7/23/2026. 7. Source: AP, as of 8/20/2026. “US, Canada Hold Last-Minute Talks to Stop 50% US Tariffs,” 8/18/2026. 8. Source: Wall Street Journal, as of 8/19/2026. “U.S. Eyes Lower Tariffs on Metals and Autos in Canada Trade Deal,” 8/19/2026. Want to dig deeper? • Find out more about bond yields and how they fit in your portfolio: https://www.fisherinvestments.com/en-us/insights/market-commentary/the-bond-backdrop-now Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview14Aug2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

Ken Fisher on AI, Inflation vs. Wages, Stock Selection and More - Aug 2026 Aug 11, 2026

Show notes

In this episode of the Market Insights podcast, Fisher Investments’ Founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his perspective on artificial intelligence (AI) for investment advice, inflation’s relationship with wage growth and investor portfolios, and his stock-selection process. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 06/17/2026. Visit our episode page, where you will find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.

This Week in Review | Record Highs, US Jobs, Yen Intervention (August 7, 2026) Aug 07, 2026

Show notes

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • US and global markets all-time highs • US nonfarm payroll and unemployment data • Yen intervention Below are the sources for all data cited in today’s show: 1. Source: FactSet, as of 8/7/2026. S&P 500 Total Returns Index and MSCI World Total Returns Index, daily, 6/1/2026 – 8/7/2026. 2. Source: FactSet, as of 8/6/2026. MSCI World Total Return Index, monthly, 1/1/1970 – 7/31/2026. All-time high is calculated according to month-end numbers. 3. Source: Trading Economics, as of 8/7/2026. United States Non Farm Payrolls and Unemployment Rate, June 2026 – July 2026. 4. Source: U.S. Bureau of Labor Statistics, as of 8/7/2026. Civilian Labor Force Participation Rate, July 2026. 5. Source: CME Group, as of 8/7/2026. Target Rate Probability for Federal Reserve Meeting in September 2026. 8/6/2026. 6. Source: International Monetary Fund via FRED, as of 8/4/2026. Global price of Energy index, January 2026 – June 2026. 7. Source: US Treasury Department, Bureau of the Public Debt, as of 8/6/2026. Debt held from foreign and US government, the Federal Reserve, and US Investors as of 11/30/2025. 8. Source: The Wall Street Journal, as of 8/6/2026. “The Worries that Drove Uncle Sam to Buy Yen”, 8/3/2026. Want to dig deeper? • Ken on how you should view jobs data: https://www.youtube.com/watch?v=ojJfQdPvizs&t=13s • Why a weak yen doesn’t spell doom for Japanese stocks: https://www.fisherinvestments.com/en-us/insights/market-commentary/pumping-up-the-yen Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview7Aug2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

This Week in Review | Fed Meeting, US GDP, Eurozone GDP (July 31, 2026) Jul 31, 2026

Show notes

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • The Fed’s recent interest rate decision • US first estimate for Q2 2026 GDP growth • The eurozone’s first estimate for Q2 2026 GDP growth Below are the sources for all data cited in today’s show: 1. Source: Trading Economics, as of 7/30/2026. United States Fed Funds interest rate, 7/29/2026. 2. Source: Bureau of Economic Analysis, as of 7/31/2026. US GDP growth, annualized, Q1 2026 – Q2 2026. 3. Source: U.S. Bureau of Labor Statistics, as of 7/31/2026. Y/y US Headline and Core CPI Inflation, January 2026 – June 2026. 4. Source: FactSet, Finaeon, Inc., as of 7/31/2026. S&P 500 Total Return Index annual returns categorized by US real GDP annual percent changes of the following year, yearly, 1970 – 2025. 5. Source: Eurostat, as of 7/31/2026. Euro area GDP growth, annualized, Q1 2026 – Q2 2026. 6. Source: Eurostat, as of 7/31/2026. Euro area y/y GDP growth, by country, Q1 2026 – Q2 2026. 7. Source: Trading Economics, as of 7/30/2026. Eurozone Headline HICP Inflation, January 2026 – June 2026. 8. Source: FactSet, Macrobond, as of 7/30/2026. GDP-weighted developed markets excluding US government bond yield spreads (10Y – 3M), daily, 1/1/2025 – 7/16/2026, eurozone y/y loan growth, monthly, 6/30/2023 – 5/31/2026. Want to dig deeper? • Ken on why the Fed shouldn't rush to hike rates: https://tinyurl.com/ykdedvcz • What you need to know about GDP and why it’s important: https://www.youtube.com/watch?v=mm4iOcLX62M Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview31July2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

This Week in Review | Market Volatility, Tariffs, SpaceX (July 24, 2026) Jul 24, 2026

Show notes

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • Recent market volatility • Tariff announcements • SpaceX earnings date Below are the sources for all data cited in today’s show: 1. Source: FactSet, CoinMarketCap, and Finaeon, as of 7/24/2026. MSCI World Total Return Index, Brent crude oil, Bitcoin close price, & US Treasury Constant Maturity, 10-Year Yield, daily, 7/20/2026 – 7/24/2026. 2. Source: Macrobond, as of 7/23/2026. Brent crude oil futures positioning (open interest) across the futures curve, August 2026 – May 2027. 3. Source: The Wall Street Journal, as of 7/22/2026. “Trump Imposes Additional 50% Tariffs on Certain Canadian Goods,” 7/20/2026. 4. Source: CNBC, as of 7/21/2026. “SpaceX sets earnings date, triggering first lock-up expiration for millions of shares.” 5. Source: Nasdaq, as of 7/24/2026. Space Exploration Technologies Corp. (SPCX) price performance, 7/7/2026 – 7/24/2026. 6. Source: LSEG, FactSet as of 7/21/2026. Screens for US-domiciled IPOs (excluding SPACs) and S&P 500 returns from 1/1/1990 – 5/24/2024, monthly prices through 5/24/2026. IPO data begins at a given stock’s first closing price. Want to dig deeper? • Why tariff announcements lack surprise power: https://www.fisherinvestments.com/en-us/insights/market-commentary/latest-tariff-threats-lack-terror-for-markets • What you need to know before buying an IPO: https://www.youtube.com/watch?v=tn65mxE36z8 Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview24July2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

This Week in Review | US-Iran Conflict, US Inflation, New UK Prime Minister (July 17, 2026) Jul 17, 2026

Show notes

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • US-Iran Conflict • US Inflation • New UK Prime Minister Below are the sources for all data cited in today’s show: 1. Source: MarketWatch, as of 7/17/2026. Brent Crude continuous contract, 1/1/2026 – 7/16/2026. 2. Source: MarketWatch, as of 7/17/2026. Brent Crude continuous contract, 1/1/2022 – 12/31/2022. 3. Source: MarketWatch, as of 7/17/2026. Brent Crude continuous contract, 7/16/2026. 4. Source: U.S. Bureau of Labor Statistics, as of 7/14/2026. Y/y US Headline and Core CPI Inflation, January 2026 – June 2026. 5. Source: Macrobond, as of 7/6/2026. Y/y percent change in M2 (money supply) for US, UK, eurozone and Japan, local currencies, monthly, May 2025 – May 2026. Want to dig deeper? • What June’s inflation cool down means for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/on-the-june-inflation-cooldown • How bond markets are reacting to a UK politics shakeup: https://www.fisherinvestments.com/en-us/insights/market-commentary/global-vs-local-uk-bond-yield-edition Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview17July2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

This Week in Review | Global PMIs, SpaceX, RMD Planning (July 10, 2026) Jul 10, 2026

Show notes

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • June’s final composite PMIs • SpaceX joins the Nasdaq 100 • Required Minimum Distribution reminder Below are the sources for all data cited in today’s show: • Source: TradingEconomics, as of 7/7/2026. US and Japan Composite PMIs, May 2026 - June 2026. • Source: TradingEconomics, as of 7/7/2026. Eurozone Composite PMI,May 2026 - June 2026. • Source: TradingEconomics, as of 7/7/2026. United Kingdom Composite PMI, June 2026. • Source: TradingEconomics, as of 7/7/2026. United States, University of Michigan Consumer Sentiment Index, July 2016 – June 2026. • Source: Reuters, as of 7/7/2026. “MSCI Confirms Early Index Inclusion Rules Ahead of SpaceX IPO,” 6/8/2026. Want to dig deeper? • What current tech sentiment means for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/in-orbit-on-tech-sentiment-and-ipos • What this years PMI reports signal for the global economy: https://www.fisherinvestments.com/en-us/insights/market-commentary/a-may-global-economic-check-in Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey:  https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview10July2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

This Week in Review | Q2 Market Recap, June US Jobs, Trade Deal Update (July 3, 2026) Jul 03, 2026

Show notes

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • Q2 market performance • June’s US jobs report • US-Mexico-Canada agreement Below are the sources for all data cited in today’s show: • Source: FactSet, as of 7/1/2026. MSCI World Index Total Return Level, monthly and quarterly, 3/31/2026 – 6/30/2026. • Source: MarketWatch, as of 7/1/2026. Brent Crude continuous contract, 1/31/2026 – 6/30/2026. • Source: U.S. Bureau of Labor Statistics, as of 7/2/2026. Y/y US Headline CPI Inflation, January 2022 – May 2026. • Source: Trading Economics, as of 7/2/2026. United States Non Farm Payrolls and Unemployment Rate, March 2026 – June 2026. Want to dig deeper? • What monthly jobs data actually means for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/no-flowers-for-the-may-jobs-report Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview3July2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

Ken Fisher on Crypto, Inflation, Annuities and More - June 2026 Jun 30, 2026

Show notes

In this episode of the Market Insights podcast, Fisher Investments’ Founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his perspective on a potential shift of the current monetary system to digital currencies, whether rising oil prices lead to inflation and if he still hates annuities. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 05/15/2026. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.

This Week in Review | Oil Prices, UK Politics, Tech Stocks (June 26, 2026) Jun 27, 2026

Show notes

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • Oil price changes • The UK Prime Minister resignation • Tech stock pullback Below are the sources for all data cited in today’s show: 1. Source: MarketWatch, as of 6/26/2026. Brent Crude continuous contract, 1/1/2026 – 6/25/2026. 2. Source: MarketWatch, as of 6/26/2026. Brent Crude continuous contract, 1/1/2026 – 6/25/2026. 3. Source: FactSet, as of 6/25/2026. S&P 500 Total Return Index, 12/31/2025 – 6/25/2026 4. Source: MarketWatch, as of 6/26/2026. Brent Crude contracts for monthly delivery for August 2026 – April 2027, 1/1/2026 – 6/25/2026. 5. Source: Wall Street Journal, as of 6/26/2026. “U.K. Prime Minister Keir Starmer Resigns Amid Labour Party Rebellion,” 6/22/2026. 6. Source: FactSet and MarketWatch, as of 6/25/2026. MSCI UK Price Returns Index and UK 10-Year Gilt Yields 6/22/2026 – 6/25/2026. 7. Source: FactSet, as of 6/26/2026. Nasdaq Price Return Index, 6/22/2026 – 6/25/2026. 8. Source: Wall Street Journal, as of 6/26/2026. “The AI Price War Is Here, Piling Pressure on OpenAI and Anthropic”, 6/11/2026. Want to dig deeper? • A closer look at how the UK’s leadership transition may affect markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/revolving-door-turns-uncertainty-starts-falling • What Iran developments mean for oil prices: https://www.fisherinvestments.com/en-us/insights/market-commentary/a-market-perspective-on-iran-truce-whisperings#_ednref1 Have feedback for this Fisher Investments video? Share your thoughts on this episode in just 1 minute by filling out this survey: https://fi.co1.qualtrics.com/jfe/form/SV_6Vw1ezlogR044S2?VideoCode=WeekInReview19Jun2026 Connect with Fisher Investments on: • Facebook - https://www.facebook.com/FisherInvestments • X - https://twitter.com/fisherinvest • LinkedIn - https://www.linkedin.com/company/fisher-investments • Instagram - https://www.instagram.com/fisher.investments/ • TikTok - https://www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: • Facebook - https://www.facebook.com/KenFisher.FisherInvestments • X - https://twitter.com/KennethLFisher • LinkedIn - https://www.linkedin.com/in/ken-fisher/ • Instagram - https://www.instagram.com/kenfisher_fisherinvestments/ Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

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