Fisher Investments - Market Insights

Fisher Investments - Market Insights

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

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…

Episodes

113-

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…

17 Oct 2026
112-

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…

09 Oct 2026
111-

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…

02 Oct 2026
110-

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…

25 Sep 2026
109-

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…

18 Sep 2026