Fidelity Viewpoints: Market Sense

Investors are piling billions into ETFs with the backdrop of market uncertainty. On this episode of Market Sense, a Fidelity brokerage coach will talk about the different types of ETFs and the trends she's seeing in the ETF market. She'll also talk about strategies to potentially protect your portfolio. Plus, all your latest economic news and headlines. To research the ETFs we talked about today or get more education on ETFs click here Read the full transcript View the slides Watch the video replay

Are recession risks rising? On this episode of Market Sense, we get an “economic pulse check” on the stock and bond markets, the potential global impact from tariffs, GDP contraction, and whether the Fed will cut rates later this year. Plus, our Fidelity pros weigh in on the long-awaited comeback for international stocks and the record-breaking gold rush. If you want to hear more from our Fidelity thought leaders, click here to register for our 2025 Midyear Outlook on June 3, 2025. Read the full transcript View the slides Watch the video replay

Market volatility is stressful, but it can also provide a potential window of opportunity for planning and investing decisions. On this episode of Market Sense, we discuss how to leverage retirement accounts with dollar-cost averaging and explain why now might be a good time for a Roth conversion. Plus, all your market headlines including the latest on the tech rally and tariffs. To read more about retirement and market volatility click here Read the full transcript View the slides Watch the video replay

On this episode of Market Sense, we're discussing the latest developments on tariffs and markets. Plus, we're answering our audience's questions about stock market volatility, retirement, as well as more liquid, low-risk options that can deliver a fixed return. Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility. Read the full transcript View the slides Watch the video replay

The tariff about-face sent stocks soaring, after worries Wall Street was entering a bear market. But are we still at risk of a looming recession? And how concerned should investors be about surprising recent moves in the bond market? On this episode of Market Sense, our Fidelity pros discuss what the latest developments could mean for the markets, the economy and investors. Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility. Read the full transcript View the slides Watch the video replay

The announcement of new US tariffs has sparked a resurgence of market volatility. But what do they actually mean for the economy and investors? On this episode of Market Sense, Fidelity pros discuss the latest market selloff, the potential long-term impacts of tariffs, and how to protect your money. Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility. Read the full transcript View the slides Watch the video replay

We are watching the markets closely and preparing for Q2 as the Trump administration prepares to unveil additional changes to tariff policies. Hear from our Fidelity pros on how they are interpreting this year's volatility and preparing for the rest of 2025. If you need help creating a personalized financial strategy, click here find your match Read the full transcript View the slides Watch the video replay

The spring housing market is upon us and home buyers, sellers, and investors may be watching inventory and wondering if the market will improve. Fidelity's VP of Mortgage Lending gives us his take on the current housing market dynamics and how both buyers and sellers can be successful in this market. Plus, why have mortgage rates stayed so high, and when might they finally come down? For more education about buying and selling, click here Read the full transcript View the slides Watch the video replay

Is 2025 finally the year of the bond? With market volatility rising, bonds have been outperforming stocks. On this episode of Market Sense, a Fidelity portfolio manager explains why the bond market may be looking brighter now than 2 years ago, and the opportunities he sees in fixed income. To research fixed income, bonds & CDs click here Read the full transcript View the slides Watch the video replay

Investors have been struggling with the question of whether this bull market has run its course, in the face of rising economic uncertainty and a recent uptick in market volatility. On this episode of Market Sense, we're answering your top questions on whether a market downturn has already started, how to avoid reactionary portfolio moves, and investing strategies for the current market reality. Bookmark this Fidelity Viewpoints page to stay on top of potential market volatility. Read the full transcript View the slides Watch the video replay

Tariffs on major trade partners and a potential government shutdown are all on our radar as we gear up for another busy week in the markets. Plus, we're taking a look back with Fidelity's Director of Global Macro, Jurrien Timmer who is celebrating 30 years at Fidelity. We're asking him about how this current market compares to what he's witnessed in the past 30 years, the potential risks and the insights he has about the future. Topics Covered: • Has the bull market run its course? • What could be the economic and consumer impacts of tariffs? • Could a potential government shutdown impact the stock market? • How can investors protect their money when there's market volatility? If you want to work with a dedicated Fidelity financial consultant who can help you prioritize your financial goals and plan for your full financial picture, click here Read the full transcript View the slides Watch the video replay

Our Market Sense viewers have been asking us more questions than ever about Crypto since the recent run-up in prices. So, we're answering your most common questions, including how the new Trump administration could potentially impact the crypto industry, whether it's a good time to get into crypto, and how you can determine if it's a good fit for you? Plus, a recap and analysis of the top market headlines. For more education about crypto click here. Read the full transcript View the slides Watch the video replay

Have you been watching the mail for weeks getting all your tax documents in order? You're not alone! On this week's episode of Market Sense, we're talking with a Fidelity Financial Consultant who has a background in tax preparation to hear her strategies to help reduce your taxable income. Plus, Fidelity's Jurrien Timmer is getting us caught up on this week's market news. For more information about managing your taxes click here Read the full transcript View the slides Watch the video replay

On this episode of Market Sense, Fidelity investment professionals talk tariffs and the surprise Chinese tech development within AI. They explain why they are still bullish on the market and where there may be opportunities, right now. Bookmark this Fidelity Viewpoints page to stay on top of potential market volatility. Read the full transcript View the slides Watch the video replay

On this episode of Market Sense, our Fidelity branch leaders answer frequently asked questions from customers and webcast viewers on everything from retirement planning, to how much to consider holding cash, to the evolving role of bonds. Plus, Jurrien Timmer weighs in on the Fed's January meeting and China's cheaper AI model and what it might mean for tech stocks. Read the full transcript View the slides Watch the video replay

2025 is off to a sluggish start in the markets, as investors try to anticipate what type of fiscal policy will be implemented under a new Trump administration. On this episode of Market Sense, Fidelity's VP of Government Relations joins us with her expectations for the first 100 days, potential cabinet picks, and what this could all mean for future policy and your money. Read the full transcript View the slides Watch the video replay

A new year brings a new president, potentially new policies, and a new opportunity to revisit your investing strategy. Join our roundtable of Fidelity professionals as we prep our portfolios for 2025. We'll take an in-depth look at the risks and opportunities that come with changing interest rates, and the market segments that could shine in the new year. Plus, we'll answer all your top questions about market momentum, the growing national debt, and geopolitics. Read the full transcript View the slides Watch the video replay

Fidelity's Director of Quantitative Market Strategy suggests 3 sectors that are among her top picks for 2025, as well as where she sees risks. We also reveal the best and worst performing sectors of 2024 and talk about whether “bounce back opportunity” strategies work (spoiler alert: they don't—we'll explain why!) Plus, the ongoing debate of stocks vs. bonds: Which seem to be better positioned for 2025? Read the full transcript View the slides Watch the video replay

ETFs provide a lot of advantages, but how do they best fit into your portfolio? On this episode of Market Sense, a Fidelity investing coach shares strategies for building an ETF portfolio that's based on your risk tolerance and financial goals. Read the full transcript View the slides Watch the video replay

Our Director of Global Macro unpacks the latest market headlines as we await the Fed's December meeting. And, as the end of the year approaches, time is running out to make some tax savvy moves that could help lower your tax bill for 2024. A Fidelity branch leader walks us through 5 tax ideas his team shares with their clients, that must be considered before the end of 2024 in order to take advantage of them. Plus, he shares additional tax strategies that could set you up for success beyond April. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

On this episode of Market Sense, Fidelity's Director of Global Macro and the Managing Director of Fidelity's Asset Allocation Research Team talk about key policy themes to watch with the incoming administration, how they might affect the economy and markets, and what it all might mean for investors. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

Join us for our first post-election conversation. On this episode of Market Sense, Fidelity's government relations and public policy experts look ahead to the first 100 days of the new administration and examine the potential policies that could impact your finances over the next 4 years. They'll discuss market momentum, the Fed's continued inflation fight, tax policy, tariffs, the national debt, geopolitics and what it all could mean for your investment strategy Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

Taxes can significantly reduce returns: it's not just what you earn but what you actually get to keep! Our Fidelity professionals discuss several tax-smart techniques and strategies. They also explain why mutual fund investors could get hit with high tax bills this year, even if they didn't sell any funds, and offer strategies to help address those mutual fund bills. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

On this episode of Market Sense, we're pinpointing 5 of the biggest mistakes investors may be making right now, against the backdrop of mixed economic signals and the looming election. Our thought leaders explain the risks of those traps and offer alternative strategies. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

On this episode of Market Sense, Fidelity's VP of Lending talks where mortgage rates may be headed, given the broad anticipation that the Fed will keep cutting rates. Our Director of Global Macro breaks down whether falling interest rates could thaw a frozen housing market. And both discuss opportunities for everyone from homebuyers to homeowners to investors. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

On this episode of Market Sense, our Fidelity pros are answering viewers' questions about the 2024 election and how proposed policies could affect your finances. Plus, Fidelity's V.P. of Government Relations will recap what she's seeing and hearing on Capitol Hill as we countdown to election day. Read the

Our Fidelity professionals deliver their quarterly market checkup, discussing the big takeaways from Q3 and sharing their thoughts about the strength of the markets and economy heading into Q4. Plus, they weigh in on the potential impact of the Fed's rate-cutting cycle, the upcoming election, the latest on tech stocks, and breaking market news. Read the

The guessing game is over. The Federal Reserve has cut interest rates by 50 basis points, more than 2 years after it started hiking rates to tame inflation. On this episode of Market Sense, we take a closer look at what the rate cut could mRead the

On this episode of Market Sense, the Market Sense team is watching the Fed's September meeting closely, with a rate cut expected at the conclusion. They'll give their thoughts on how much of a cut to expect and what it might mean for you. Also, the 5% interest rates we've become accustomed to from cash-alternative vehicles, like Treasurys and Money Markets, is going away. The team discusses considerations if you're over-allocated to cash alternatives, especially if you're looking to fund shorter-term goals or generate income. Read the

The lower rates consumers and many investors have been waiting for are likely nearby. On this episode of Market Sense, which is just ahead of the Fed's September meeting, panelists discuss the asset classes that have historically performed well when rates fall. They also talk about how rate cuts could impact earnings growth and what history tells us about the risk of a recession. Read the

The red-hot labor market that followed the pandemic has cooled, but is it reason to worry? On this episode of Market Sense, we take a closer look at where the job market stands and what you can do if you're worried about the risk of layoffs. We'll also examine why unemployment numbers can have a big impact on the stock market and Fed's plans. Read the

Health care has become a major expense in retirement. On this episode of Market Sense, we'll walk you through what Medicare covers, estimate how much you may need to put aside for future healthcare costs according to Fidelity's annual estimate, and how you can develop a plan that fits your needs . Read the

Artificial intelligence (AI) has the potential to reshape our lives, and has helped drive a substantial portion of the market's gains this year. On this episode of Market Sense, we are talking about AI investing opportunities and risks--with a focus on sectors and industries beyond tech that could benefit from AI, and could lead to future investing opportunities. Read the

Our team of Fidelity professionals weigh in on the stock sell off tied to AI and recent news of the US economy growing faster than expected. Plus, relatively high yields on investment-grade bonds have created a favorable environment for investors. Our pros discuss the role they could play in a diversified portfolio. Read the

Our team of Fidelity professionals weigh in on the stock sell off tied to AI and recent news of the US economy growing faster than expected. Plus, relatively high yields on investment-grade bonds have created a favorable environment for investors. Our pros discuss the role they could play in a diversified portfolio. Read the

On this episode of Market Sense, our Fidelity professionals discuss the presidential election shake-up and why markets seem to be shrugging off the news, as well as whether the market's recent rotation is the start of a bigger trend. Then, they're talking international markets, opportunities, and trends— surveying the countries and regions beyond the US where investors might look for return potential. Read the

On this episode of Market Sense, we are suggesting next-level strategies for anyone who has maxed out their 401(k) or other workplace retirement plan. Plus, a major market development: a shift in market leadership, with small caps recently taking the lead over big tech. Is this a sign market "broadening" is underway? Read the

Our Fidelity professionals discuss their thoughts for the markets in the back half of the year, including potential risks and suggests next steps. Plus, a look at whether big tech can continue to drive the market. Read the

Whether you dream of the beaches or the mountains, where you live can have a dramatic impact on your cost of living. On this episode of Market Sense, we take a closer look at how state income taxes can impact your disposable income and retirement savings. Plus, our Fidelity pros weigh in on the latest economic news and what it means for the summer months. Read the

The Fed has decided to hold interest rates steady. We talk about what this decision could mean for the remainder of 2024 and how investor sentiment is impacting the stock market. Plus, we're talking about who needs an estate plan and what it might include. Read the

The Fed is holding their June meeting. Plus, our Fidelity pros help make sense of the changes passed under the federal Secure 2.0 Act, and explain what it could mean for your retirement savings. Read the

It's half time – and time for you to come up with a game plan for the second half! Join our roundtable of Fidelity professionals for an in-depth conversation about the state of the economy, inflation, the bull market, and when the Fed might cut rates. Plus, we'll address our top viewer questions on geopolitics, the US presidential election, and more. Learn about key risks and opportunities to help best position your portfolio for the remainder of 2024. Read the