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 | Fed Rate Decision, US-Iran, Inflation in Europe (June 19, 2026)

    6d ago

    This Week in Review | Fed Rate Decision, US-Iran, Inflation in Europe (June 19, 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: • Eurozone and UK inflation data trends • The Fed’s recent interest rate decision • US and Iran peace deal developments Below are the sources for all data cited in today’s show: 1. Source: The Federal Reserve, as of 6/18/2026. Fed Funds Policy Rate. 2. Source: The Federal Reserve, as of 6/18/2026. “Federal Reserve Issues FOMC Statement”, 6/17/2026. 3. Source: FactSet, Federal Reserve Bank of St. Louis, as of 6/18/2026. S&P 500 Price Return Index, Market Yield on US Treasury Securities at 2-Year Constant Maturity, Quoted on an Investment Basis, 6/16/2026 – 6/17/2026. 4. Source: Trading Economics, as of 6/18/2026. European Central Bank Interest Rate Decisions, United Kingdom Interest Rate, September 2023 – June 2026. 5. Souce: New York Times, as of 6/18/2026. “A Look at the Text of the Agreement Between the United States and Iran”, 6/17/2026. 6. Source: TradingEconomics, as of 6/17/2026. Y/y Euro Area Headline Consumer Inflation Index, April 2026 – May 2026. 7. Source: TradingEconomics, as of 6/17/2026. Y/y United Kingdom Headline Consumer Inflation Index, April 2026 – May 2026. 8. Macrobond, as of 6/18/2026. Y/y percent change in M2 (money supply) for US, UK, eurozone and Japan, local currencies, monthly, January 2005 – April 2026. Want to dig deeper? • Ken Fisher on the potential impact of a new Federal Reserve Chair on US monetary policy: https://www.youtube.com/watch?v=qyNehslULa0&t=1s • What talk of a new US peace deal with Iran means for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/a-market-perspective-on-iran-truce-whisperings 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.

    7 min
  2. This Week in Review | IPOs, US Inflation, ECB Rate Hike (June 12, 2026)

    Jun 12

    This Week in Review | IPOs, US Inflation, ECB Rate Hike (June 12, 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 SpaceX IPO • Rising US inflation • The European Central Bank’s rate hike Below are the sources for all data cited in today’s show: 1. Source: J.P. Morgan as of 6/10/2026, Global Markets Strategy, June 2026. 2. Source: Warrington College of Business, University of Florida as of 4/23/2026. 3. Source: U.S. Bureau of Labor Statistics, as of 6/10/2026. Y/y US Headline CPI Inflation, January 2023 – May 2026. 4. Source: U.S. Bureau of Labor Statistics, as of 6/10/2026. Y/y US Headline CPI Inflation, May 2026. 5. Source: Macrobond, as of 6/10/2026. Y/y percent change in M2 (money supply) for US, UK eurozone and Japan, local currencies, monthly, January 2005 – April 2026. 6. Source: FactSet, as of 6/10/2026. University of Michigan Survey of Consumers, Expected change in prices over the next year, January 2026 – June 2026. 7. Source: Finaeon and US Bureau of Labor Statistics, as of 6/9/2026. S&P 500 Total Return Index, 12/31/1925 – 5/30/2026, y/y Headline US CPI Inflation, 12/31/1925 - 5/30/2026. 8. Source: Trading Economics, as of 6/2/2026. European Central Bank Interest Rate Decisions, September 2023 – June 2026. 9. Source: Trading Economics, as of 6/11/2026. Euro Area Interest Rate and y/y Eurozone Consumer Price Index, January 2026 – June 2026. 10. Source: Trading Economics, as of 6/10/2026. Y/y Eurozone Consumer Price Index, January 2022 – December 2022. 11. Source: Macrobond, as of 6/2/2026. GDP-weighted developed markets excluding US government bond yield spreads (10Y – 3M), daily 1/1/2025 – 5/28/2026. Want to dig deeper? • What to expect as tech mega-IPOs arrive: https://www.fisherinvestments.com/en us/insights/market-commentary/in-orbit-on-tech-sentiment-and-ipos • Ken Fisher’s thoughts on recent IPO activity: https://youtu.be/tn65mxE36z8 • How Ken Fisher views central bank decisions: https://www.youtube.com/watch?v=d0k7jMBie54 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=WeekInReview12Ju n2026 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
  3. This Week in Review | Upcoming IPOs, US Jobs Data, Credit Card Delinquencies (June 5, 2026)

    Jun 5

    This Week in Review | Upcoming IPOs, US Jobs Data, Credit Card Delinquencies (June 5, 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: • Recent IPO Activity • May US jobs data • Rising credit card debt Below are the sources for all data cited in today’s show: 1. Source: The Wall Street Journal, as of 6/2/2026. “Anthropic Files to Go Public in Blockbuster Year for IPOs”, by Kate Clark and Corrie Driebusch. 2. Source: The Wall Street Journal, as of 6/4/2026. “Terms Revealed for SpaceX’s Unconventional $75 Billion IPO”, by Becky Peterson and Corrie Driebusch. 3. Source: Warrington College of Business, University of Florida as of 6/2/2026. Returns from IPOs held 1980 – 2024 during the first/second year after issuing and averaged annually across the first five years. Compared to equally weighted average returns for all IPOs that are traded on Nasdaq, the Amex (now NYSE MKT), or the NY Stock Exchange at the start of a period. Forward returns are captured through 12/31/2025. 4. Source: Bureau of Labor Statistics, as of 6/5/2026. BLS Employment Situation Report, May 2025 – May 2026. 5. Source: Federal Reserve Bank of New York, as of 6/3/2026. US Credit Card Accounts Delinquent by 90 or More Days, 12/30/2011 – 3/31/2026. 6. Source: Federal Reserve Bank of New York, as of 6/3/2026. Quarterly Report on Household Debt and Credit, Q4 2025 – Q1 2026. 7. Source: Federal Reserve Bank of New York, as of 6/3/2026. Quarterly Report on Household Debt and Credit: Total Debt Balance and its Composition, Q1 2003 – Q1 2026. 8. Source: Federal Reserve Bank of St. Louis, as of 6/5/2026. Delinquency Rate on Single-Family Residential Mortgages, Booked in Domestic Offices, All Commercial Banks, Q1 2009 – Q1 2026. 9. Source: Federal Reserve Bank of St. Louis, as of 6/5/2026. US Household Net Worth, Q4 1987 – Q1 2026. Want to dig deeper? • What recent IPO activity tells us about investor sentiment: https://www.fisherinvestments.com/en-us/insights/market-commentary/in-orbit-on-tech-sentiment-and-ipos • More on what rising what rising credit card delinquencies signal: https://www.fisherinvestments.com/en-us/insights/market-commentary/rising-credit-card-delinquencies-in-context 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=WeekInReview5Jun2026 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
  4. This Week in Review | Consumer Confidence, Iran Developments, Bond Yields (May 29, 2026)

    May 30

    This Week in Review | Consumer Confidence, Iran Developments, Bond Yields (May 29, 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: • Eurozone consumer confidence • Developments in Iran • Rising government bond yields Below are the sources for all data cited in today’s show: • Source: FactSet, Macrobond, as of 5/28/2026. Eurozone government bond spreads (10Y – 3M), 1/1/2025 – 5/27/2026. Y/y eurozone loan growth, monthly, 9/30/1997 – 4/30/2026. • Source: European Commission, as of 5/28/2026. Euro Area Consumer Confidence Index, May 2016 – May 2026. • Source: The Wall Street Journal, as of 5/28/2026. “Iran Talks Bog Down Over Nuclear Program and Sanctions Relief”, 5/25/2026. • Source: FactSet, as of 5/29/2026. MSCI World Total Return Index, 1/1/2026 – 5/28/2026. • Source: FactSet, as of 5/19/2026. 10-year benchmark bond yields in the US, UK, Germany and Japan, 12/31/1979 – 5/18/2026. • Source: FactSet, as of 5/19/2026. 30- and 10-year benchmark bond yields in the US, UK, Germany and Japan, 12/31/1979 – 5/18/2026. Want to dig deeper? • Ken Fisher’s view on what happens next with the Iran war and oil markets: https://nypost.com/2026/05/25/business/how-to-think-about-the-iran-war-and-what-it-means-for-oil-and-stocks/ • Ken Fisher’s thoughts on record low consumer sentiment: https://www.youtube.com/watch?v=nR9hgCUElNw • More on what rising bond yields could mean for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/global-bond-calamity-calls-for-calm-perspective 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=WeekInReview29May2026 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
  5. This Week in Review | UK Politics, Fed Developments, IPOs (May 22, 2026)

    May 22

    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
  6. 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
  7. 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
4.8
out of 5
78 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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