Market Insights: What’s Driving Market Rotation in Early 2026
From Market Insights by Fidelity Investments
February 23, 2026 · 15 min
About this episode
Dirk Hofschire discusses the factors influencing 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.
People in this episode
Host: Dirk Hofschire
Topics covered
- market rotation
- global equity
- earnings
- commodities
- Fed chair
- volatility
Keywords
- market rotation
- global equity
- strong earnings
- commodities volatility
- Fed chair
Mentioned in this episode
Organizations: Fed, Fidelity Investments
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