Fidelity Viewpoints: Market Sense

For the first time in six months, key inflation data is up, ahead of the highly anticipated September Federal Reserve meeting. Our three Fidelity professionals make sense of the numbers and look ahead to the remainder of 2023. They also examine how the stock market has fared during volatile times in history and offer things to consider for investors.

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Our Fidelity professionals discuss the surge in post-Labor Day oil prices and other business headlines, and what it might mean for the economy, investors and the Fed’s plan to tamp inflation. They also discuss the future of U.S. stock market returns over the next two decades and the forecast for global economic growth, which may give insight into how markets could fare in the future.

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Our Fidelity professionals discuss the latest from the Fed’s Economic Policy Symposium, as well as our professionals’ latest thinking on whether we might have a recession in late 2023 or 2024. They discuss what a recession might look like, and the key factors in play today that might differentiate a recession today from the Great Recession of 2008.

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Fed members expressed concern at their most recent meeting that the inflation fight is far from over. Our Fidelity professionals discuss what that might mean for interest rates. There’s also concern over China’s economy, and our experts explore possible implications for the U.S. Finally, our panelists discuss ways busy people can build wealth with minimal effort, especially during the dog days of summer.

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Our Fidelity Professionals discuss what the latest inflation data and regional banks getting a credit rating downgrade might mean for the economy and the Fed’s plans.

And, during these dog days of summer with so many people out of the office, consumer spending is up on experiences like summer concerts, blockbuster movies and travel. Could Taylor Swift and ”Barbenheimer,” along with cooling inflation be enough to tip the economy away from a recession? Our professionals weigh in.

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Our Fidelity professionals discuss the recent U.S. credit downgrade and the impact on global markets. Also, we look at some of the sectors affected by negative economic developments of the past year, and how they performed historically after facing similar conditions, to determine three possibly surprising investing ideas you might want to consider right now.

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Our Fidelity professionals discuss the Fed’s move to raise interest rates and the

possible implications and what it means for viewers and their money. The move

comes despite improving inflation, a winning month on Wall Street, strong earnings

reports, and Fed staff saying they believe the U.S. will avoid a recession in 2023. Our

Fidelity professionals will also discuss the labor market, retirement and “5 actionable

tips to retire 5 years early.”
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This week on Fidelity’s Market Sense, Fidelity professionals will discuss the latest economic news including the Dow’s longest winning streak in six years and will offer perspectives on what may be the outcomes of the upcoming Fed Meeting and key earnings reports this week. Also, July is “Disability Pride Month”, and our panelists will guide viewers through a conversation about financial planning considerations as you age, or in the event you or a loved one have a disability, in any economy.

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Our panelists put last week’s inflation report developments into context for us and talk about what this may mean for the Fed’s plan and the economy. They also discuss a “Recession Ready Income Strategy” for income investors who are nervous about the potential of a recession and want to be prepared for one, but who also may want to take advantage of attractive yields.

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As inflation continues to be problematic and the Fed says it will continue rate hikes, the usually hot summertime housing market is not feeling so hot. There’s a glaring lack of inventory, existing home sales remain relatively flat, and mortgage rates are ticking up again and overall are higher than they’ve been for many years. Our panelists will discuss how the Fed’s latest moves indirectly impact mortgage rates, what it all means for the economy, and how homebuyers who may be wondering if it’s too big of a risk to buy right now can evaluate their personal situation.

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