Market Insights: Hawkish Fed or Healthy Growth?

Market Insights: Hawkish Fed or Healthy Growth?

June 18, 2026 · 12 min

About this episode

Denise Chisholm discusses the implications of rising rates on economic growth and equity markets, particularly focusing on technology and semiconductors.

Are rising rates a threat or a sign of strength? Denise Chisholm explains why growth-driven hikes have historically supported equities and why tech and semiconductors may be more resilient than investors think. Recorded on May 26, 2026. View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Market-Insights-Podcast_May2026.pdf

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Guest: Denise Chisholm

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Organizations: Fidelity Investments

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