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    Fisher Investments – Market Insights

    Many investors want a one-stop site to access clear, credible thinking on the markets and investing. Fisher Investments Market Insights was created to address this need, providing succinct, entertaining and savvy thinking on global capital markets. Our goal is to provide discerning investors the most essential information and commentary to stay in tune with what’s happening in the markets, while providing unique perspectives on essential financial issues.

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    Latest Episodes:
    This Week in Review | Middle East Update, New Fed Chair Hearing, Resilient Markets (Apr. 24, 2026) Apr 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: • An update on the Iran-US conflict negotiations • Senate confirmation hearing for Fed chair nominee • Stocks recover from recent pullback to set new all-time highs Below are the sources for all data cited in today’s show: 1.) Source: Macrobond and FactSet, as of 4/23/2026. US and global developed market GDP-weighted yield curves, 3/31/2025 – 3/31/2026. 2.) Source: CNBC, as of 4/23/2026. “Tillis maintains blockade on Fed pick Kevin Warsh over Powell probe”. 3.) Source: CNBC, as of 4/23/2026. “Powell says he will stay on as head of the Fed until Warsh is confirmed”. 4.) Source: FactSet, as of 4/23/2026. MSCI World Total Return Index, daily, from 1/1/2026 – 4/20/2026. 5.) Source: FactSet, as of 4/23/2026. MSCI World Energy returns with net dividends, 12/31/2025 – 4/15/2026. Want to dig deeper? • What ceasefire negotiations mean for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/how-investors-should-think-about-the-ceasefire • Why Fed chairs don’t impact the markets as much as you might think: https://www.fisherinvestments.com/en-us/insights/market-commentary/setting-the-record-straight-new-fed-chairs-arent-autonegative • Looking back at the recent (near-)correction: https://www.fisherinvestments.com/en-us/insights/market-commentary/anatomy-of-a-near-correction • An update on where markets currently sit: https://www.fisherinvestments.com/en-us/insights/market-commentary/easing-hormuzs-grip-for-the-long-term 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=WeekInReview24Apr2026 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 | Iran Conflict Update, Canada Election, UK GDP (Apr. 17, 2026) Apr 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: • Iran conflict ceasefire negotiations • Canada’s byelection • UK economic update Below are the sources for all data cited in today’s show: 1. Source: FactSet, as of 4/16/2026. MSCI World Total Return Index, daily, 3/30/2026 – 4/15/2026. 2. Source: FactSet, Trading Economics and Macrobond, as of 4/16/2026. Y/y S&P 500 earnings and revenue growth, actual and estimated, 4/10/2026. US, UK, eurozone, and Japan flash manufacturing and service PMIs, March 2026. US and global developed market GDP-weighted yield curves, 3/31/2025 – 3/31/2026. 3. “Elections and Defections Unshackle Canada’s Liberals Under Carney”, Ian Austen, The New York Time, 4/14/2026. 4. Source: FactSet, as of 4/14/2026. MSCI World Index country weights, 3/31/2026. 5. Source: Trading Economics, as of 4/16/2026. United Kingdom Monthly GDP, January 2026 – February 2026. 6. Source: Trading Economics, as of 4/16/2026. United Kingdom GDP growth rate, Q1 2024 – Q4 2025. 7. Source: Trading Economics, as of 4/13/2026. UK Services and Manufacturing PMIs, November 2025 – March 2026. 8. Source: Macrobond and Fineaeon, Inc., as of 4/14/2026. Average S&P 500 Total Return index annual returns categorized by US real GDP annual percent changes of the following year, yearly, 1970 – 2025. 9. Source: FactSet, as of 4/16/2026. MSCI World Total Return Index, daily, presented in USD. Y/y percent changes in global GDP growth, quarterly, 12/31/2024 – 12/31/2025. Want to dig deeper? • What ceasefire negotiations mean for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/how-investors-should-think-about-the-ceasefire • More on the state of economic conditions in the UK: https://www.fisherinvestments.com/en-us/insights/market-commentary/an-economic-check-in-on-the-uk Have feedback for this Fisher Investments podcast? 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=WeekInReview17Apr2026 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 Inflation Data, Currency Reset Risks, Commodity Opportunities and More– April 2026 Apr 17, 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 thoughts on topics like the accuracy of inflation data, whether a currency reset is underway, should investors consider commodity opportunities and leading economic indicators. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 02/20/2026. 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 | Middle East Conflict, US Inflation, Tariff Update (Apr. 10, 2026) Apr 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: • Updates on the Middle East conflict • Recent US inflation data • Market Trends: Liberation Day Tariffs Below are the sources for all data cited in today’s show: 1. Source: FactSet and Trading Economics, as of 4/10/2026. MSCI World Index return with net dividends and Brent crude oil, 12/31/2025 – 3/31/2026. 2. Source: FactSet, as of 4/10/2026. MSCI World Total Return Index, Brent crude oil, and Dutch TTF natural gas, 4/8/2026. 3. Source: FactSet, as of 4/10/2026. MSCI World Total Return Index, 3/30/2026 – 4/8/2026. 4. Source: Macrobond and FactSet, as of 4/10/2026. US and global developed market GDP-weighted yield curves, 3/31/2025 – 3/31/2026. 5. Source: U.S. Bureau of Labor Statistics, as of 4/10/2026. Y/y US Headline CPI Inflation, January 2024 – March 2026. 6. Source: FactSet, as of 4/10/2025. US Consumer Price Index, 12/31/1925 – 12/31/2025. 7. Source: Macrobond, as of 4/10/2026. Y/y percent change in M2 (money supply) for US, UK, eurozone and Japan, local currencies, monthly, February 2025 – February 2026. 8. Source: FactSet, as of 4/10/2026. S&P 500 total return and MSCI World Index with net dividends, 4/2/2025 – 4/8/2025. 9. Source: FactSet, as of 4/10/2026. S&P 500 total return, 4/2/2025 – 5/12/2025. 10. Source: FactSet, as of 4/10/2026. S&P 500 price return on 2/20/2026. Want to dig deeper? • How investors should think about the ceasefire: https://www.fisherinvestments.com/en-us/insights/market-commentary/how-investors-should-think-about-the-ceasefire • The market impact of “Liberation Day” tariffs one year later: https://www.fisherinvestments.com/en-us/insights/market-commentary/a-forwardlooking-lesson-one-year-after-liberation-day Have feedback for this Fisher Investments podcast? 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=WeekInReview10Apr2026 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 Research, Recession Probability, Tariffs' Economic Impact and More – March 2026 Mar 09, 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 thoughts on topics like tariffs’ economic impact, the probability of a recession in 2026, being a “perma-bull,” and comparisons between AI stocks and the dot-com bubble.. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 01/12/2026. 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.


    Ken Fisher on Dollar Devaluation, Timing the Market, Private Credit Markets and More – Jan 2026 Jan 26, 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 thoughts on topics like dollar devaluation fears, the importance of time in the market versus timing the market, the potential risks posed by private credit markets during a period of financial crisis, the price-to-sales ratio and more. Get these insights and much more in this episode of the Market Insights podcast. 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.


    Ken Fisher on Inflation, Bear Markets, The End of Pennies and More – December 2025 Dec 23, 2025
    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 expert insights on topics like investing during periods of high inflation, recognizing the turning point in a bear market, the potential impact of phasing out pennies, and the rise of cashless payments. With a blend of historical perspective and practical advice, Ken offers valuable guidance on markets and long-term investing. Episode recorded on 11/20/2025. 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.


    Ep. 25-11 Ken Fisher on Short-Term Market Swings, Natural Disasters, US Debt and More – Nov 2025 Nov 25, 2025
    Show notes

    In this episode, Fisher Investments’ founder Ken Fisher answers a fresh batch of listener questions. Ken discusses the role of sentiment in short-term market swings, the market impact of natural disasters, how US debt compares to other governments around the world and whether home affordability and student debt are headwinds to markets and the economy. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 10/14/2025. 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.


    Ep. 25-10 Ken Fisher on Market Bubbles, Budget Deficits, US Presidential Cycles and More – Oct 2025 Oct 21, 2025
    Show notes

    In this episode, Fisher Investments’ founder Ken Fisher answers a fresh batch of listeners questions. Ken discusses whether stocks are in a bubble, if budget deficits impact the US dollar’s global reserve currency status, what rising long bond yields mean for the global economy and the impact of presidential term cycles on stock market returns. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 9/18/2025. 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.


    Ep. 25-009 Ken Fisher on Cryptocurrency Investing, Recession Risks and More – September 2025 Sep 15, 2025
    Show notes

    In this episode, Fisher Investments’ founder Ken Fisher answers a fresh batch of listeners questions. Ken discusses the pros and cons of owning cryptocurrency, whether the end of the bull market is near, and if the leading economic index could be signaling recession. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 8/19/2025. 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.


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