Are We Headed For A Recession? - 3/24/26 | Market Sense | Fidelity Investments

As the first quarter of 2026 comes to a close, this episode offers a timely status check on the economy and overall market sentiment. We’ll dig into how markets are absorbing major global headlines—from Middle East unrest to volatile oil prices and renewed concerns about supply chains. We’ll also break down the uncertainty surrounding inflation and central bank policy and highlight the key economic signals worth watching as the year unfolds. Topics covered: • Fidelity senior leaders look at how the markets are reacting to the conflict in the Middle East and sharp swings in oil prices. • A discussion of how the U.S. economy is doing. • Uncertainty around inflation and interest rate policy, and the potential impact of the changing Federal Reserve leadership. 00:00 Market Sense Introduction 01:36 Iran conflict and the markets 04:22 Global business cycle 06:31 Has the Iran conflict erased 2026 tailwinds? 08:05 Impact on supply chains 10:16 Impact on international stocks 14:36 The dollar is strong – why? 17:13 What’s going on with gold? 18:55 The Fed, interest rates, and inflation 21:43 Final Thoughts Questions? Drop them below 👇 and we’ll reply right in the comments. Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility. https://www.fidelity.com/marketvolati... • Like what you see? Register for the next event: https://fidelityevents.com/Market-Sen... • Subscribe to Fidelity Viewpoints: https://www.fidelity.com/signup/viewp... • To see more videos, subscribe on YouTube:    / fidelityinvestments   • Follow Fidelity on Reddit:   / fidelityinvestments   • Follow Fidelity on Instagram:   / fidelityinvestments   • Follow Fidelity on TikTok:   / fidelityinvestments   • Follow Fidelity on Facebook:   / fidelityinvestments   • Follow Fidelity on LinkedIn:   / fidelity-investments   • Follow Fidelity on Discord:   / discord   • Ask Fidelity on X:   / fidelity   Views and opinions expressed in this webcast are those of the speakers. This discussion is for educational purposes and should not be considered investment advice. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 DISCLAIMER: For workplace use, business to assume risk of promoting. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1253951.1.0 #Recession #Oil #Iran #Inflation #interestrates