Denise Chisholm

Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, shares her insights on stock market indicators. She explains why median earnings growth is crucial for market health. Denise delves into credit spreads, illustrating their predictive power for equity gains. She also discusses valuation spreads, highlighting optimal buying opportunities during market fear. Alongside the hosts, she explores investor behavior during declines and the implications of Fed policy on growth and inflation. It's a deep dive into the metrics that matter most!

In this engaging conversation, former President Donald Trump shares insights from his press conference about SoftBank's ambitious $100 billion pledge aimed at job creation in the U.S. Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, discusses current tech market trends and how these investments could shift the landscape for AI and autonomous driving. The duo also examines Bitcoin's soaring potential and the energy demands as businesses adapt to a rapidly evolving technological future.

Neil Dutta, US Research Head at Renaissance Macro Research, Claudia Sahm, Chief Economist at New Century Advisors, Mark Zandi, Chief Economist at Moody's, Ben Laidler, Head of Equity Strategy at Bradesco BBI, and Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, dive into the latest jobs report. They discuss the mixed signals in the labor market, potential implications for the Federal Reserve, and investment strategies in anticipation of interest rate cuts. Insights into tech valuations amid economic shifts and the evolving post-pandemic market landscape are also explored.