Fisher Investments - Market Insights

This Week in Review | Consumer Confidence, Iran Developments, Bond Yields (May 29, 2026)

Fisher Investments - Market Insights

Show Notes

The economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • Eurozone consumer confidence • Developments in Iran • Rising government bond yields

Below are the sources for all data cited in today’s show: • Source: FactSet, Macrobond, as of 5/28/2026. Eurozone government bond spreads (10Y – 3M), 1/1/2025 – 5/27/2026. Y/y eurozone loan growth, monthly, 9/30/1997 – 4/30/2026. • Source: European Commission, as of 5/28/2026. Euro Area Consumer Confidence Index, May 2016 – May 2026. • Source: The Wall Street Journal, as of 5/28/2026. “Iran Talks Bog Down Over Nuclear Program and Sanctions Relief”, 5/25/2026. • Source: FactSet, as of 5/29/2026. MSCI World Total Return Index, 1/1/2026 – 5/28/2026. • Source: FactSet, as of 5/19/2026. 10-year benchmark bond yields in the US, UK, Germany and Japan, 12/31/1979 – 5/18/2026. • Source: FactSet, as of 5/19/2026. 30- and 10-year benchmark bond yields in the US, UK, Germany and Japan, 12/31/1979 – 5/18/2026.

Want to dig deeper? • Ken Fisher’s view on what happens next with the Iran war and oil markets: https://nypost.com/2026/05/25/business/how-to-think-about-the-iran-war-and-what-it-means-for-oil-and-stocks/ • Ken Fisher’s thoughts on record low consumer sentiment: https://www.youtube.com/watch?v=nR9hgCUElNw • More on what rising bond yields could mean for markets: https://www.fisherinvestments.com/en-us/insights/market-commentary/global-bond-calamity-calls-for-calm-perspective

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Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

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