EPISODE · Jun 12, 2026 · 27 MIN
Market risk or healthy consolidation?
from In the Money · host Fidelity Investments
The CPI print came out hotter than expected, with much of the increase driven by energy costs and the war in the Middle East. Despite the headwind, rotation under the surface indicates we may be seeing healthy consolidation in the markets and the long-term upward trend for equities remains intact. Against that macro backdrop, Tony shares bullish opportunities in energy and industrials. View transcript Watch the video replay Options Disclosure Document
What this episode covers
The CPI print came out hotter than expected, with much of the increase driven by energy costs and the war in the Middle East. Despite the headwind, rotation under the surface indicates we may be seeing healthy consolidation in the markets and the long-term upward trend for equities remains intact. Against that macro backdrop, Tony shares bullish opportunities in energy and industrials. View transcript Watch the video replay Options Disclosure Document
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Market risk or healthy consolidation?
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