We’re just hours away from rate decision day, with both the Fed and the Bank of Canada holding press conferences today. Last week’s inflation and employment reports suggest a green light for rate cuts across the board. But questions surrounding how current political sentiment is shaping long-term Fed independence still remain. How might the markets react if rate cuts do resume? And looking further down the line, will a change in Fed personnel result in a shift in how monetary policy is fundamentally conducted? Joining today's episode to discuss how these key economic and market factors are contributing to asset allocation decision making is Portfolio Manager and member of Fidelity’s Global asset allocation group, David Wolf.

Recorded on September 15, 2025.

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