03.17.26 - Energy: The global implications
This episode of Market Sense dives into the unfolding conflict in Iran and how the tanker shutdown in the Strait of Hormuz is affecting global energy markets. You'll hear from a Fidelity portfolio manager about why a prolonged closure could disrupt everyt
Fidelity Viewpoints: Market Sense · Fidelity Investments
March 18, 202625m 44s
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Show Notes
This episode of Market Sense dives into the unfolding conflict in Iran and how the tanker shutdown in the Strait of Hormuz is affecting global energy markets. You'll hear from a Fidelity portfolio manager about why a prolonged closure could disrupt everything from oil and gas prices to major supply chains. We also break down what’s driven the energy sector’s strong year‑to‑date performance, and what opportunities and risks might lie ahead in 2026. Plus, we’ll explore how higher fuel costs could influence inflation and the Fed’s thinking about interest rates.
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Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/432/327/031726_PODCAST_MarketSense.pdf>full transcript</a>
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View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/031726_Market-Sense_download.pdf>slides</a>
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Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=031726podcast>video replay</a>
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