Consumer sentiment has fallen to one of its lowest readings on record. History suggests these periods can feel uncertain, yet often precede pockets of opportunity. Does poor sentiment really mean weaker spending ahead? Or could it signal a turning point for Consumer Discretionary stocks? And what’s behind the emerging setup today's guest is seeing in the Healthcare sector? Joining this episode to break down the data - and to share a fresh look at her top and bottom sectors is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on November 20, 2025.

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