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Market Insights: What’s Driving Market Rotation in Early 2026

Market Insights: What’s Driving Market Rotation in Early 2026

Dirk Hofschire breaks down the early 2026 market story, from global equity rotation and strong earnings to volatility in commodities and the implications of the new Fed chair. Recorded on Feb. 2, 2026.

Market Insights · Fidelity Investments

February 23, 202615m 14s

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About this episode

Dirk Hofschire breaks down the early 2026 market story, from global equity rotation and strong earnings to volatility in commodities and the implications of the new Fed chair. Recorded on Feb. 2, 2026.