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. 5d ago

    This Week in Review | Volatility, Midterm Elections, Central Banks, US Jobs (Nov. 6, 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 US midterm election results • Central bank decisions in Australia and England • US October jobs reports Below are the sources for all data cited in today’s show: 1.) Source: FactSet, as of 11/6/2026. MSCI World and Nasdaq Price Return Indexes, 10/1/2026 - 11/6/2026. 2.) Source: Wall Street Journal, as of 11/05/2026. “Stock Market Today: Nasdaq Sinks 5% as Investors Retreat From AI Trade After Election,” 11/05/2026. 3.) Source: Finaeon, Inc., as of 6/25/2026. S&P 500 Total Return Index returns, quarterly, 1/1/1950 – 12/31/2025. 4.) Source: Reserve Bank of Australia, as of 11/05/2026. “Statement by the Monetary Policy Board: Monetary Policy Decision,” 11/03/2026. 5.) Source: Bank of England, as of 11/05/2026. “November 2026 Monetary Policy and Minutes,” 11/05/2026. 6.) Source: Trading Economics, as of 11/5/2026. “United Kingdom Inflation Rate,” 10/21/2026. 7.) Source: Federal Reserve Board, as of 11/05/2026. “Press Release,” 10/28/2026. 8.) Source: U.S. Bureau of Labor Statistics, as of 11/6/2026. “Employment Situation Summary,” 11/6/2026. Want to dig deeper? • Find out how midterm elections affect stocks: https://www.fisherinvestments.com/en-us/insights/market-commentary/formal-gridlock-forms-the-midterm-miracles-foundation • Learn more about the limited influence of central banks: https://www.youtube.com/watch?v=EaLlRyif_VU 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=WeekInReview6Nov2026 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 | Volatility, Midterm Elections, Central Banks, US Jobs (Nov. 6, 2026)
  2. Oct 30

    This Week in Review | Tech Volatility, Rate Decisions, UK Budget, Q3 GDP (Oct. 30, 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: • Central bank rate decisions • UK Autumn Budget • 3rd quarter GDP Below are the sources for all data cited in today’s show: 1.) Source: Trading Economics, as of 10/30/2026. Bank of Canada, Bank of Japan, European Central Bank and Federal Reserve, Interest Rate Decisions, 10/28/2026 – 10/29/2026. 2.) Source: Office for Budget Responsibility, as of 10/28/2026. Budget 2026. 3.) Source: MSCI UK and UK 10 Yr Gilt Yield, as of 10/29/2026. Total Return Index, 10/28/2026 – 10/29/2026. 4.) Source: Bureau of Economic Analysis, as of 10/29/2026. US GDP growth, annualized, Q1 2026 – Q3 2026. 5.) Source: Eurostat, as of 10/30/2026. Q/q euro area GDP growth, Q1 2026 – Q3 2026. 6.) Source: CNBC, as of 10/29/2026. “Third-quarter U.S. GDP increases a better-than-expected 3.4% as September inflation accelerates,” 10/29/2026. 7.) Source: U.S. Bureau of Labor Statistics, as of 10/27/2026. Y/y US Headline and Core CPI Inflation, January 2026 – September 2026. 8.) Source: FactSet, Finaeon, Inc., as of 10/27/2026. S&P 500 Total Return Index annual returns categorized by US real GDP annual percent changes of the following year, yearly, 1970 – 2025. Want to dig deeper? • What Britain's Budget means for stocks: https://www.fisherinvestments.com/en-us/insights/market-commentary/britain-gets-a-mild-budget-and-welcome-clarity • Why the Fed has less influence over the economy than people think: https://www.youtube.com/watch?v=EaLlRyif_VU&t=29s 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=WeekInReview30Oct2026 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 | Tech Volatility, Rate Decisions, UK Budget, Q3 GDP (Oct. 30, 2026)
  3. Oct 23

    This Week in Review | AI Debt, French Bond Yields, Oil Prices (Oct. 23, 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: • Debt issued by AI companies • French bond yields • Elevated oil prices Below are the sources for all data cited in today’s show: 1. Source: FactSet, as of 10/23/2026. NASDAQ Price, daily, 10/1/2026 - 10/22/2026. 2. Source: Macrobond, as of 10/21/2026. US, Germany, UK and Canada 10-year government bond yields, monthly, January 1990 – September 2026. 3. Source: Yahoo! Finance, as of 10/21/2026. “CoreWeave Bond Yields Reach 15% as Investors Reassess AI Infrastructure Financing Risks,” 10/19/2026. 4. Source: Dealroom.co, as of 10/21/2026. “AI debt worries spark surge in default insurance trading,” 10/20/2026. 5. Source: Macrobond, as of 10/22/2026. MSCI Emerging Markets (EM), MSCI Europe, MSCI UK, MSCI Canada, MSCI Australia, MSCI Japan, MSCI World and MSCI USA Total Return indexes, cumulative returns, USD, daily, 1/1/2022 - 10/16/2026. 6. Source: FactSet, as of 10/23/2026. France 10-Year Government Bond Yield, 12/31/2025 –10/22/2026. 7. Source: FactSet, as of 10/21/2026. 10-year yields for Germany, France, US and Japan, 12/31/2025 – 10/1/2026. 8. Source: Macrobond, as of 10/21/2026. US, Germany, UK, Canada and Greece 10-year government bond yields, monthly, January 1990 – August 2026. 9. Source: Insee, as of 10/21/2026. French Central Government Interest Payments Relative to Revenue, 12/31/1977 – 8/31/2026. 10. Source: MarketWatch, as of 10/23/2026. Brent Crude continuous contract, 10/19/2026 – 10/23/2026. 11. Source: Macrobond, as of 10/22/2026. MSCI World Total Return index, monthly, January 1970 – September 2026. 12. Source: MarketWatch, as of 10/23/2026. Brent Crude continuous contract, 1/1/2026 – 10/22/2026. 13. Source: IEA, as of 10/7/2026. September Oil Market Report. 14. Source: FactSet, as of 10/21/2026. Brent oil prices in nominal and real (2000 base) USD, monthly, 1/1/2000 – 9/30/2026. 15. Source: Macrobond, as of 10/21/2026. Oil consumption/real GDP of US, European Union and China, yearly 1965 – 2024. Expressed in barrels of oil per $1,000 USD of GDP. Want to dig deeper? • More on what rising French bond yields mean for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/budgeting-for-french-debt-fears • How global oil supply constraints affect businesses: https://www.fisherinvestments.com/en-us/insights/market-commentary/on-oils-latest-vicissitudes 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=WeekInReview23Oct2026 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 | AI Debt, French Bond Yields, Oil Prices  (Oct. 23, 2026)
  4. Oct 17

    This Week in Review | Bull Market Birthday, Q3 Earnings, US Inflation (Oct. 16, 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: • Bull market’s four-year anniversary • Financial companies kick off Q3 earnings • September US inflation readings Below are the sources for all data cited in today’s show: 1.) Source: FactSet, as of 10/15/2026. S&P 500 bull markets, daily, 6/1/1932 – 9/30/2026. Current bull market is ongoing. 2.) Source: FactSet, as of 10/13/2026. MSCI World Index return with net dividends, 1/4/2022 – 10/12/2022. 3.) Source: Finaeon, as of 10/13/2026. S&P 500 Total Return Index from 12/31/1929 – 12/31/2025. 4.) FactSet, as of 10/13/2026. Earnings Insight Report, published 10/9/2026. 5.) Source: CNBC, as of 10/13/2026. “Bank Earnings Takeaways: Here’s how JPMorgan, Goldman, Wells Fargo and Citi Performed in Q3,” 10/13/2026. 6.) Source: Gartner, FactSet, as of 10/15/2026. Growth expectations for global tech sales categorized by wall street and industry estimates. 7.) Source: U.S. Bureau of Labor Statistics, as of 10/13/2026. Y/y US headline CPI inflation, y/y US core CPI inflation, January 2022 - September 2026. 8.) Source: The New York Times, as of 10/14/2026. “Fed’s Preferred Inflation Gauge Points to Continued Price Pressures,” 9/30/2026. 9.) Source: Macrobond, as of 10/13/2026. Y/y percent change in M2 (money supply) for US, UK, eurozone and Japan, local currencies, monthly, September 2025 – September 2026. Want to dig deeper? • Learn why Ken Fisher doesn’t worry about central bank moves: https://www.youtube.com/watch?v=FF_CQaFv_9Y • Discover more about the upcoming election season: https://www.fisherinvestments.com/en-us/insights/market-commentary/two-elections-in-the-americas-and-spains-coming-snap-vote 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=WeekInReview9Oct2026 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 | Bull Market Birthday, Q3 Earnings, US Inflation (Oct. 16, 2026)
  5. Oct 9

    This Week in Review | S&P 500 Record High, Fed Minutes, Spain Election (Oct. 9, 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 stock market record high • The details behind the latest Fed rate hike • Spain’s surprise election Below are the sources for all data cited in today’s show: 1. CNBC, as of 10/07/2026. “S&P 500 Posts First Close Above 7,800, Boosted by Tech Gains and Cooler Yields,” 10/06/2026. 2. FactSet and Finaeon, Inc., as of 7/10/2026. S&P 500 quarterly total returns, Q1 1926 – Q2 2026. 3. Federal Reserve, as of 10/07/2026. Minutes of the Federal Open Market Committee, September 15-16, 2026. 4. Federal Reserve, as of 10/06/2026. Economy at a Glance – Inflation (PCE), 8/02/2024. 5. CNBC, as of 10/06/2026. “Vance Says Fed Should Lower Interest Rates,” 9/03/2026. 6. The Wall Street Journal, as of 10/06/2026. “Spanish Leader Calls for Elections, Riding Wave of Anger Over Housing Costs,” 10/05/2026. 7. PolitPro.eu, as of 10/06/2026. Spanish Election Results Since 1945: Seats and Outcomes. 8. FactSet, as of 10/9/2026. S&P 500 Price Returns Index, 8/1/2026 - 10/8/2026. Want to dig deeper? • Learn why Ken Fisher doesn’t worry about central bank moves: https://www.youtube.com/watch?v=FF_CQaFv_9Y • Discover more about the upcoming election season: https://www.fisherinvestments.com/en-us/insights/market-commentary/two-elections-in-the-americas-and-spains-coming-snap-vote 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=WeekInReview9Oct2026 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 | S&P 500 Record High, Fed Minutes, Spain Election (Oct. 9, 2026)
  6. Oct 2

    This Week in Review | Q3 Recap, US Jobs, US-China Trade (Oct. 2, 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: • What happened in Q3 • The US September jobs report • US-China trade developments Below are the sources for all data cited in today’s show: 1. Source: FactSet, as of 10/01/2026. MSCI World Total Return Index, 12/31/2025 – 9/30/2026. 2. Source: European Central Bank, as of 9/10/2026. Monetary policy decisions, 9/10/2026. 3. Sources: Federal Reserve, as of 9/28/2026. Federal Reserve issues FOMC statement, 9/16/2026. 4. Source: The Wall Street Journal, as of 9/15/2026. “Global Bond Selloff Deepens as 10-Year Yields Hit Multiyear Highs,” 9/15/2026. 5. Source: U.S. Department of the Treasury, as of 8/20/2026. Debt to the Penny, 8/19/2026. 6. Source: The Wall Street Journal, as of 9/28/2026. “U.S., Japan Intervene to Boost Yen for First Time Since 1998,” 8/03/2026. 7. Source: U.S. Bureau of Labor Statistics, as of 10/02/2026. United States Non-Farm Payrolls and Unemployment Rate, August 2026 – September 2026. 8. Source: Trading Economics, as of 10/01/2026. Y/y United States Real Average Hourly Earnings, August 2025 – August 2026. 9. Source: CNBC, as of 9/28/2026. “U.S., China to Lower Tariffs on $60 Billion of Goods,” 9/28/2026. Want to dig deeper? • Learn more about how tariffs affect trade and markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/the-new-tariffs-in-town-are-still-old-news 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=WeekInReview2Oct2026 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 | Q3 Recap, US Jobs, US-China Trade (Oct. 2, 2026)
  7. Sep 25

    This Week in Review | Market Volatility, Cryptocurrencies, Roth Conversions (Sept. 25, 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: • Stock and bond market volatility • Bitcoin volatility • Financial planning Roth conversions Below are the sources for all data cited in today’s show: 1.) Source: FactSet and Macrobond, as of 9/24/2026. MSCI World Total Return Index, US, Germany, UK, Canada and Greece 10-year government bond yields, monthly, 9/21/2026 – 9/25/2026. 2.) Source: CNBC, as of 9/22/2026. “Trump Says DOJ Will Rein in AI ‘If We Have To,’” 9/21/2026. 3.) Source: FactSet and Macrobond, as of 9/24/2026. MSCI World Total Return Index, US, Germany, UK, Canada and Greece 10-year government bond yields, monthly, 1/1/1990 – 9/25/2026. 4.) Source: Macrobond, as of 9/24/2026. US and GDP-weighted developed markets excluding US government bond yield spreads (10Y – 3M), daily, 1/1/2025 – 9/18/2026. 5.) Source: FactSet, as of 9/24/2026. MSCI Spain Total Return Index, returns and composition, 1/1/2026 – 9/23/2026. 6.) Source: CoinMarketCap, as of 9/25/2026. Bitcoin, 10/1/2025 – 9/24/2026. 7.) Source: Source: FactSet and Finaeon, as of 9/22/2026. Bitcoin close price and MSCI World Price Index levels, daily, 1/1/2017 – 9/21/2026. 8.) Source: IRS.gov, as of 9/25/2026. Roth IRAs FAQs. Want to dig deeper? • Explore whether crypto is a suitable choice for long-term investors? https://www.youtube.com/watch?v=6i1TiS0oM_A&t=2s 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=WeekInReview25Sept2026 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, Cryptocurrencies, Roth Conversions (Sept. 25, 2026)
4.8
out of 5
79 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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