Fisher Investments - Market Insights

Fisher Investments
  • 4.8 (79)
  • Business
  • Updated Biweekly

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.

  1. 5d ago

    This Week in Review | Fed Rate Hike, Tech Volatility & AI Risks, Bond Yields (Sept. 18, 2026)

    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 interest rate decision • Tech volatility amid AI pause talks • Climbing bond yields Below are the sources for all data cited in today’s show: 1. Source: WSJ, as of 9/16/2026. “U.S. Stocks Fall After Fed Rate Increase,” 9/16/2026. 2. Source: Macrobond, as of 9/16/2026. US and GDP-weighted developed markets excluding US government bond yield spreads (10Y – 3M), daily, 1/1/2025 – 9/15/2026. 3. Source: FactSet, as of 9/16/2026. Q1 reported earnings and Q2 estimated earnings for the MSCI World, S&P 500, MSCI Japan, MSCI European Economic and Monetary Union and MSCI UK, Q1 2026 – Q2 2026. 4. Source: WSJ, as of 9/15/2026. “U.S. Stocks Fall on Fears AI Companies, Fed Will Slam the Brakes,” 9/14/2026. 5. Source: FactSet, as of 9/11/2026. Calendar year 2026 estimated earnings growth for MSCI World and each of its sectors as of 9/10/2026. 6. Source: WSJ, as of 9/15/2026. “Global Bond Selloff Deepens as 10-Year Yields Hit Multiyear Highs,” 9/15/2026. 7. Source: Macrobond, as of 9/16/2026. US, Germany, UK, Canada and Greece 10-year government bond yields, monthly, January 1990 – August 2026. 8. Source: Macrobond, as of 9/16/2026. US and GDP-weighted developed markets excluding US government bond yield spreads (10Y – 3M), daily, 1/1/2025 – 9/15/2026. Want to dig deeper? • More on the Fed’s first rate hike since 2023: https://www.fisherinvestments.com/en-us/insights/market-commentary/the-ineffectual-fed-hike See where Fisher Investments spots opportunity and position your portfolio for the road ahead: https://www.fisherinvestments.com/en-us/campaigns/smo/lf?PC=OSCALFNO28&CC=XXXX. 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=WeekInReview18Sept2026 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 Rate Hike, Tech Volatility & AI Risks, Bond Yields (Sept. 18, 2026)

  2. Sep 11

    This Week in Review | US Inflation, UK Gov’t Budget, ECB Interest Rate Decision (Sept. 11, 2026)

    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 inflation data for August • British Chancellor John Healey’s speech on the UK government budget • Eurozone interest rates Below are the sources for all data cited in today’s show: 1. Source: U.S. Bureau of Labor Statistics, as of 9/11/2026. Y/y US headline and core CPI inflation, May 2026 – July 2026. 2. Source: Macrobond, as of 9/11/2026. Y/y percent change in M2 (money supply) for US, UK, eurozone and Japan, local currencies, monthly, August 2025 – August 2026. 3. Source: Welcome to GOV.UK , as of 9/8/2026. Chancellor John Healey’s Growth Speech 2026, 9/7/2026. 4. Source: The Guardian, as of 9/8/2026. “Burnham Beware, the Bond Markets Will Demand Proper Answers in the Budget,” 9/2/2026. 5. Source: CNBC, as of 9/8/2026. “Global Bond Rout Gathers Pace as Inflation Fears Mount,” 9/2/2026. 6. Source: European Central Bank, as of 9/10/2026. Monetary policy decisions, 9/10/2026. 7. Source: Eurostat and Macrobond, as of 9/8/2026. Q/q eurozone GDP growth, Q1 2026 – Q2 2026, Citi Economic Surprise Index for the US and eurozone, daily, 1/1/2026 – 7/31/2026. Want to dig deeper? • More on what to expect from the UK budget: https://www.fisherinvestments.com/en-us/insights/market-commentary/the-uks-budget-hotair-ballooning • Why Ken Fisher is optimistic about European stocks: https://www.youtube.com/watch?v=QDDSjsaBHZg • Ken Fisher’s thoughts on why central bank fears are overblown: https://www.youtube.com/watch?v=FF_CQaFv_9Y 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=WeekInReview7Sept2026 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 Inflation, UK Gov’t Budget, ECB Interest Rate Decision (Sept. 11, 2026)

  3. Sep 4

    This Week in Review | US-Iran War, Employment Data, G20 Finance Ministers’ Meeting (Sept. 4, 2026)

    This Week in Review | US-Iran War, Employment Data, G20 Finance Ministers’ Meeting (Sept. 4, 2026) 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 war escalation • US employment data for August • The G20 finance ministers’ meeting Below are the sources for all data cited in today’s show: 1. Source: WSJ, as of 9/3/2026. “U.S. and Iran Trade Strikes in Latest Fight for Control of Hormuz” 2. Source: MarketWatch, as of 9/4/2026. Brent Crude continuous contract, 9/3/2026. 3. Source: FactSet, as of 9/4/2026. MSCI World Total Return Index, 8/31/2026 – 9/3/2026. 4. Source: MarketWatch, as of 9/4/2026. Brent Crude continuous contract, 1/1/2022 – 9/3/2026. 5. Source: MarketWatch, as of 9/4/2026. Brent Crude continuous contract, 9/3/2026. 6. Source: U.S. Bureau of Labor Statistics, as of 9/4/2026. United States Non-Farm Payrolls and Unemployment Rate, July 2026 – August 2026. 7. Source: CNBC, as of 8/31/2026. “Bessent, Warsh kick off G20 finance meeting with growth-focused remarks.” Want to dig deeper? • More on how investors can parse through the recent Iran flare up: https://www.fisherinvestments.com/en-us/insights/market-commentary/on-the-iran-flare-up 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=WeekInReview7Sept2026 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 War, Employment Data, G20 Finance Ministers’ Meeting (Sept. 4, 2026)

  4. Aug 29

    This Week in Review | US-Canada Trade, AI Data Centers, US Debt (August 28, 2026)

    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-Canada trade negotiations • AI data center pushback • Treasury department’s debt buyback Below are the sources for all data cited in today’s show: 1. Source: CNBC, as of 8/25/2026. “Canada Unveils Retaliatory Tariffs on About $20 Billion of U.S. Goods”, 8/25/2026. 2. Source: FactSet, as of 8/25/2026. Canadian Imports to US, 1/1/2025 – 12/31/2025. 3. Source: FactSet, as of 8/27/2026. US Imports to Canada, 1/1/2025 – 12/31/2025. 4. Source: National Conference of State Legislatures, as of 8/26/2026. “Which States Are Banning Data Centers?”, 7/1/2026. 5. Source: U.S. Department of the Treasury, as of 8/20/2026. Debt to the Penny, 8/19/2026. 6. Source: CNBC, as of 8/25/2026. “Treasury doubles debt buybacks as Bessent moves to steady bond market”, 8/19/2026. 7. Source: Congressional Budget Office, as of 8/25/2026. “The Budget and Economic Outlook: 2025 to 2035”, 1/17/2025. 8. Source: US Treasury Department, Bureau of Public Debt, as of 8/25/2026. Debt held from foreign and US governments, the Federal Reserve, and US Investors as of 11/28/2025. 9. Source: Securities Industry and Financial Markets Association, as of 8/25/2026. US Treasury Securities Statistics, July 2026. 10. Source: Macrobond, as of 6/2/2026. US government bond yield spreads (10Y – 3M), daily 1/1/2025 – 6/30/2026. 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=WeekInReview28Aug2026 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-Canada Trade, AI Data Centers, US Debt (August 28, 2026)

  5. Aug 21

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

    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.

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

  6. Aug 11

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

    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.

  7. Aug 7

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

    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 | Record Highs, US Jobs, Yen Intervention (August 7, 2026)

  8. Jul 31

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

    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 | Fed Meeting, US GDP, Eurozone GDP (July 31, 2026)
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4.8
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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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