Fisher Investments - Market Insights

Fisher Investments

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. This Week in Review | UK Politics, Fed Developments, IPOs (May 22, 2026)

    1D AGO

    This Week in Review | UK Politics, Fed Developments, IPOs (May 22, 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 latest in UK politics • What a new Fed chair means for markets • Recent and expected IPO activity Below are the sources for all data cited in today’s show: • Source: GOV.UK, as of 5/22/2026. Past Prime Ministers. • Source: BBC, as of 5/21/2026. “Election Results at a Glance”, 5/9/2026. • Source: FactSet, as of 5/22/2026. S&P 500 average and median price returns in the 6 and 12 months from market close before the new Fed head’s start date, 9/16/1930 – 2/5/2019. • Source: University of Florida, as of 5/22/2026. Percentage returns on IPOs from 1980-2024 during the first five years after issuing, January 1980 – December 2024. Want to dig deeper? • What recent UK political developments mean for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/the-uks-political-ructions-hide-a-better-than-feared-economy • Ken Fisher on when to buy an IPO: https://www.youtube.com/watch?v=7O2avUWHAeI&t=1s • 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 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=WeekInReview22May2026 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.

    7 min
  2. This Week in Review | US Inflation, US-China Visit, Fed Chair Confirmation (May 15, 2026)

    MAY 15

    This Week in Review | US Inflation, US-China Visit, Fed Chair Confirmation (May 15, 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 April inflation data President Trump meets with Xi Jinping Fed Chair confirmation hearing Below are the sources for all data cited in today’s show: Source: U.S. Bureau of Labor Statistics, as of 5/12/2026. US Headline CPI Inflation, January 2023 – April 2026. Source: U.S. Bureau of Labor Statistics, as of 5/12/2026. US Core CPI Inflation, April 2026. Source: Center for Financial Stability, FactSet, as of 5/12/2026. Divisia M4 (index), January 2016 – April 2026, Eurozone M3, January 2016 – April 2026. Source: Trading Economics, as of 5/12/2026, Brent Crude Oil spot price per barrel, 3/1/2026 – 5/11/2026. Source: US Bureau of Labor Statistics, FactSet, as of 5/14/2026. Consumer Price Index, 01/31/2026 – 4/30/2026, US Consumer Price Index, 12/31/1925 – 4/30/2026. Source: CNBC, as of 5/13/2026. Kevin Warsh wins Senate confirmation as the next Federal Reserve chair, 5/13/2026. Want to dig deeper? Ken Fisher reveals what really causes inflation: www.youtube.com/watch?v=qyNehslULa0&t=1s 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 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=WeekInReview15May2026 Connect with Fisher Investments on: Facebook - www.facebook.com/FisherInvestments X - twitter.com/fisherinvest LinkedIn - www.linkedin.com/company/fisher-investments Instagram - www.instagram.com/fisher.investments/ TikTok - www.tiktok.com/@fisher_investments You can also follow Ken Fisher here: Facebook - www.facebook.com/KenFisher.FisherInvestments X - twitter.com/KennethLFisher LinkedIn - www.linkedin.com/in/ken-fisher/ Instagram - 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.

    6 min
  3. This Week in Review | Tariff Update, National Debt Concerns, April Jobs Data (May 8, 2026)

    MAY 8

    This Week in Review | Tariff Update, National Debt Concerns, April Jobs Data (May 8, 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: • Strong Q1 earnings • US national debt concerns • April employment data Below are the sources for all data cited in today’s show: • Source: Macrobond, as of 5/5/2026. S&P 500, price returns, USD, daily, 1/1/2025 – 2/25/2026. • Source: Fisher Investments Research, FactSet, as of 4/17/2026. Bilateral trade as a percentage of global trade. • Source: Macrobond, US Office of Management & Budget, as of 5/4/2026. Federal Interest Payments / Tax Revenue, yearly, 1970 – 2031. Data beyond 2025 is estimated. • Source: Federal Reserve Bank of St. Louis (FRED), as of 5/4/2026.Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity, 1/02/1962 – 5/1/2026. • Source: Bureau of Labor Statistics, as of 5/8/2026. BLS Employment Situation Report, March 2026 – April 2026. • Source: The Wall Street Journal, as of 5/5/2026. "See the Corporate Layoffs So Far in 2026," 4/27/2026. Want to dig deeper? • Why you shouldn’t overrate jobs data: https://www.fisherinvestments.com/en-us/insights/market-commentary/putting-choppy-labor-data-in-proper-perspective • How Ken Fisher thinks about US debt: https://youtu.be/o8uqtUJyBp4 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=WeekInReview8May2026 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.

    6 min
  4. This Week in Review | April Recap, UAE OPEC Announcement, US & Eurozone Q1 GDP (May 1, 2026)

    MAY 2

    This Week in Review | April Recap, UAE OPEC Announcement, US & Eurozone Q1 GDP (May 1, 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: • April market recap • The United Arab Emirates’ (UAE) withdrawal from OPEC • The latest US and eurozone GDP figures Below are the sources for all data cited in today’s show: 1. Source: FactSet, as of 5/1/2026. MSCI World Total Return Index, daily, from 12/31/2025 – 4/30/2026. 2. Source: FactSet, as of 5/1/2026. MSCI World Total Return Index and Brent oil prices, daily, from 12/31/2025 – 4/30/2026. 3. Source: Macrobond, FactSet, as of 4/21/2026. 12-month forward earnings per share growth estimates for the MSCI World, MSCI Europe and S&P 500, weekly, 1/1/2026 – 4/13/2026. 4. Source: CNN, as of 4/30/2026. “UAE Quits OPEC in Blow to Cartel That Could Reshape Global Oil Markets”, published 4/28/2026. 5. Source: US Energy Information Administration, as of 4/30/2026. Frequently Asked Quested, Top Ten Producers of Oil. 6. Source: Trading Economics, as of 5/1/2025. Euro Area and United States GDP Growth Rates, Q4 2025 – Q1 2026. 7. Source: FactSet, Macrobond, as of 4/21/2026. Eurozone government bond spreads (10Y – 3M), 1/1/2025 – 4/23/2026. Y/y Eurozone loan growth, monthly, 9/30/1997 – 2/28/2026. Want to dig deeper? • More on regional conflicts’ impact on stocks: https://www.fisherinvestments.com/en-us/insights/market-commentary/the-swift-recovery-isnt-special • Why OPEC’s influence on oil prices isn't what it used to be: https://www.fisherinvestments.com/en-us/insights/market-commentary/pain-at-the-pump-wont-hurt-the-global-economy 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=WeekInReview1May2026 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.

    8 min

  5. APR 30

    Ken Fisher on World Wars, Inflation, REITs and More–April 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 thoughts on whether world wars create or end recessions, what will happen with inflation in 2026, if REITs are sound investment options and why cap-weighted indexes are superior to price-weighted indexes. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 03/23/2026. 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.

    10 min
  6. This Week in Review | Middle East Update, New Fed Chair Hearing, Resilient Markets (Apr. 24, 2026)

    APR 24

    This Week in Review | Middle East Update, New Fed Chair Hearing, Resilient Markets (Apr. 24, 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: • 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.

    6 min
  7. This Week in Review | Iran Conflict Update, Canada Election, UK GDP (Apr. 17, 2026)

    APR 17

    This Week in Review | Iran Conflict Update, Canada Election, UK GDP (Apr. 17, 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: • 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.

    8 min

  8. APR 17

    Ken Fisher on Inflation Data, Currency Reset Risks, Commodity Opportunities and More– April 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 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.

    12 min
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4.8
out of 5
77 Ratings

About

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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