Fisher Investments - Market Insights

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Jul 2026

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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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July 24, 20266 min

This Week in Review | Market Volatility, Tariffs, SpaceX (July 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: • Recent market volatility • Tariff announcements • SpaceX earnings date Below are the sources for all data cited in today’s show: 1. Source: FactSet, CoinMarketCap, and Finaeon, as of 7/24/2026. MSCI World Total Return Index, Brent crude oil, Bitcoin close price, & US Treasury Constant Maturity, 10-Year Yield, daily, 7/20/2026 – 7/24/2026. 2. Source: Macrobond, as of 7/23/2026. Brent crude oil futures positioning (open interest) across the futures curve, August 2026 – May 2027. 3. Source: The Wall Street Journal, as of 7/22/2026. “Trump Imposes Additional 50% Tariffs on Certain Canadian Goods,” 7/20/2026. 4. Source: CNBC, as of 7/21/2026. “SpaceX sets earnings date, triggering first lock-up expiration for millions of shares.” 5. Source: Nasdaq, as of 7/24/2026. Space Exploration Technologies Corp. (SPCX) price performance, 7/7/2026 – 7/24/2026. 6. Source: LSEG, FactSet as of 7/21/2026. Screens for US-domiciled IPOs (excluding SPACs) and S&P 500 returns from 1/1/1990 – 5/24/2024, monthly prices through 5/24/2026. IPO data begins at a given stock’s first closing price. Want to dig deeper? • Why tariff announcements lack surprise power: https://www.fisherinvestments.com/en-us/insights/market-commentary/latest-tariff-threats-lack-terror-for-markets • What you need to know before buying an IPO: https://www.youtube.com/watch?v=tn65mxE36z8 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=WeekInReview24July2026 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.

July 17, 20265 min

This Week in Review | US-Iran Conflict, US Inflation, New UK Prime Minister (July 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: • US-Iran Conflict • US Inflation • New UK Prime Minister Below are the sources for all data cited in today’s show: 1. Source: MarketWatch, as of 7/17/2026. Brent Crude continuous contract, 1/1/2026 – 7/16/2026. 2. Source: MarketWatch, as of 7/17/2026. Brent Crude continuous contract, 1/1/2022 – 12/31/2022. 3. Source: MarketWatch, as of 7/17/2026. Brent Crude continuous contract, 7/16/2026. 4. Source: U.S. Bureau of Labor Statistics, as of 7/14/2026. Y/y US Headline and Core CPI Inflation, January 2026 – June 2026. 5. Source: Macrobond, as of 7/6/2026. Y/y percent change in M2 (money supply) for US, UK, eurozone and Japan, local currencies, monthly, May 2025 – May 2026. Want to dig deeper? • What June’s inflation cool down means for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/on-the-june-inflation-cooldown • How bond markets are reacting to a UK politics shakeup: https://www.fisherinvestments.com/en-us/insights/market-commentary/global-vs-local-uk-bond-yield-edition 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=WeekInReview17July2026 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.

July 10, 20265 min

This Week in Review | Global PMIs, SpaceX, RMD Planning (July 10, 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: • June’s final composite PMIs • SpaceX joins the Nasdaq 100 • Required Minimum Distribution reminder Below are the sources for all data cited in today’s show: • Source: TradingEconomics, as of 7/7/2026. US and Japan Composite PMIs, May 2026 - June 2026. • Source: TradingEconomics, as of 7/7/2026. Eurozone Composite PMI,May 2026 - June 2026. • Source: TradingEconomics, as of 7/7/2026. United Kingdom Composite PMI, June 2026. • Source: TradingEconomics, as of 7/7/2026. United States, University of Michigan Consumer Sentiment Index, July 2016 – June 2026. • Source: Reuters, as of 7/7/2026. “MSCI Confirms Early Index Inclusion Rules Ahead of SpaceX IPO,” 6/8/2026. Want to dig deeper? • What current tech sentiment means for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/in-orbit-on-tech-sentiment-and-ipos • What this years PMI reports signal for the global economy: https://www.fisherinvestments.com/en-us/insights/market-commentary/a-may-global-economic-check-in 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=WeekInReview10July2026 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.

July 3, 20266 min

This Week in Review | Q2 Market Recap, June US Jobs, Trade Deal Update (July 3, 2026)

June 30, 202610 min

Ken Fisher on Crypto, Inflation, Annuities and More - June 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 a potential shift of the current monetary system to digital currencies, whether rising oil prices lead to inflation and if he still hates annuities. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 05/15/2026. 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.

June 27, 20266 min

This Week in Review | Oil Prices, UK Politics, Tech Stocks (June 26, 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: • Oil price changes • The UK Prime Minister resignation • Tech stock pullback Below are the sources for all data cited in today’s show: 1. Source: MarketWatch, as of 6/26/2026. Brent Crude continuous contract, 1/1/2026 – 6/25/2026. 2. Source: MarketWatch, as of 6/26/2026. Brent Crude continuous contract, 1/1/2026 – 6/25/2026. 3. Source: FactSet, as of 6/25/2026. S&P 500 Total Return Index, 12/31/2025 – 6/25/2026 4. Source: MarketWatch, as of 6/26/2026. Brent Crude contracts for monthly delivery for August 2026 – April 2027, 1/1/2026 – 6/25/2026. 5. Source: Wall Street Journal, as of 6/26/2026. “U.K. Prime Minister Keir Starmer Resigns Amid Labour Party Rebellion,” 6/22/2026. 6. Source: FactSet and MarketWatch, as of 6/25/2026. MSCI UK Price Returns Index and UK 10-Year Gilt Yields 6/22/2026 – 6/25/2026. 7. Source: FactSet, as of 6/26/2026. Nasdaq Price Return Index, 6/22/2026 – 6/25/2026. 8. Source: Wall Street Journal, as of 6/26/2026. “The AI Price War Is Here, Piling Pressure on OpenAI and Anthropic”, 6/11/2026. Want to dig deeper? • A closer look at how the UK’s leadership transition may affect markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/revolving-door-turns-uncertainty-starts-falling • What Iran developments mean for oil prices: https://www.fisherinvestments.com/en-us/insights/market-commentary/a-market-perspective-on-iran-truce-whisperings#_ednref1 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.

June 19, 20266 min

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.

June 12, 20268 min

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.

June 5, 20267 min

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.

June 1, 20268 min

Ken Fisher on Inflation, Sell America, US National Debt and More - June 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 high inflation and a worsening job market signal a recession, if US policy unpredictability makes the country less “investable”, whether the "Sell in May" investing adage holds up to scrutiny and what risks the rising national debt poses to investors. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 04/22/2026. 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.