Fidelity Viewpoints: Market Sense

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.

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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

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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.

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