Q3 closed on a high note, with the S&P 500 up 13% year-to-date—driven by strong earnings and continued momentum in big tech. As we head into Q4, questions around Washington, rate cuts, valuations, and consumer sentiment remain, but signals point to opportunity. In this episode of Market Sense, Fidelity leaders break down the trends shaping the final stretch of 2025 and what investors should keep an eye on.

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Another government shutdown threat is in the headlines. Our Market Sense team will take a look back at past shutdowns and the minimal impact they've had on the stock market. They'll also discuss other risks and opportunities coming out of Washington, and what they could mean for your investments: tariff uncertainty, immigration policy, and why the recent corporate tax cuts could create a market tailwind.

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On this episode of Market Sense, we’re discussing the Fed’s first interest rate cut of the year—what it means, why it matters, and how it could affect stocks and bonds. Plus, we're watching the latest efforts in Washington to avoid a government shutdown.

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Why rate cuts could be bullish: On this episode of Market Sense, we dig into the data to highlight which stocks could see the biggest potential lift and explain why this rate-cutting cycle could be a lot different than the last, especially for the frozen housing market.

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On this episode of Market Sense, we explore how investors can strategically use dividend-paying stocks and dividend ETFs to help generate income, especially in light of potential interest rate cuts. Whether you're new to income investing or looking to optimize your retirement portfolio, this episode offers insights and free Fidelity tools to help you find dividend-paying stocks for your financial goals.

Research the latest stock pricing and performance as well as investment ideas using Fidelity's free stock screener tool. You can also research ETFs/ETPs with Fidelity’s ETF/ETP screener tool. (Login required.)

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Don't wait until the end of the year to calculate your investments gains and losses. On this episode of Market Sense, A Fidelity branch leader and former tax preparer joins us to discuss the importance of tax-loss harvesting year-round. We will outline some tax-efficient strategies investors can use to potentially lower their tax bill. Plus, all your latest market headlines.

Have unrealized losses on an investment? Fidelity’s new tax-loss harvesting tool can potentially help you turn them into lower taxes. Click here to check it out. (login required)

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After a disappointing jobs report, the markets are betting the Fed will cut interest rates in September.  So, what does history tell us about rate cuts and how they affect the markets?  On this episode of Market Sense, our Fidelity leaders discuss the chances of a rate cut in September and what it could mean for investors.

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On this episode of Market Sense, we're breaking down a very busy week of earnings, economic data and announcements, and analyzing what it might mean for the economy and bull market. Plus, we're digging into new tariff deals, the debate surrounding the Fed’s latest decision on interest rates, and the latest inflation and jobs data.

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After years of outperformance by US stocks, international stocks have been the big winners so far in 2025. But how long will this leadership last? And is it too late for investors who have missed the rally so far? On this episode of Market Sense, we look at the overseas trends driving recent successes, whether they have staying power, and potential opportunities for investors.

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Despite a rocky start to the year, the tech-heavy NASDAQ has staged a remarkable comeback. Fidelity’s Director of Quantitative Market Strategy explains what’s going on, why she’s still bullish on tech, and where she’s seeing value.

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