Fidelity Viewpoints: Market Sense: Recent Episodes
Fidelity Investments
To help you navigate through current market conditions, Fidelity's leaders have come together for a series called Fidelity Viewpoints®: Market Sense. Each week, they'll cover the latest market happenings, actions you might consider, and answers to common questions.
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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 strategyRead the full transcript
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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.Read the full transcript
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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.Read the full transcript
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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.Read the
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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.Read the <a https://media.fidelity.com/assets/Fidelity.com_VMS/952/555/10.01.24_MS_podcast_transcript.pdf
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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 <a https://media.fidelity.com/assets/Fidelity.com_VMS/359/863/9.24_Market_Sense_PODCAST_Transcript_FINAL.pdf
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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. Read the <a https://media.fidelity.com/assets/Fidelity.com_VMS/281/538/MarketSense_09_10_24_slides_External.pdf
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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 <a https://media.fidelity.com/assets/Fidelity.com_VMS/237/323/MarketSense_08_27_24_FINAL_transcript.pdf
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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.
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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.
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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 <a https://media.fidelity.com/assets/Fidelity.com_VMS/482/747/MARKET_SENSE_PODCAST__EPISODE_081324_126.mp3
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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.
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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.
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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.
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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?
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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.
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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 <a https://media.fidelity.com/assets/Fidelity.com_VMS/900/202/MarketSense_06_25_24_transcript.pdf
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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.
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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 <a https://media.fidelity.com/assets/Fidelity.com_VMS/400/931/Fidelity_Viewpoints_Market_Sense_Episode_118.pdf
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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 <a https://media.fidelity.com/assets/Fidelity.com_VMS/244/751/Fidelity_Viewpoints_Market_Sense_Episode_117.mp3
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Americans are feeling worse about the economy, despite this bull market. So why is this happening? Our Fidelity Pros take a closer look at the factors contributing to weaker consumer sentiment. They also examine and debunk the “Sell in May” strategy by explaining the risks that come with trying to time the markets.Read the <a https://media.fidelity.com/assets/Fidelity.com_VMS/84/971/Fidelity_Viewpoints_Market_Sense_Episode_116.mp3
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Do I need a brokerage account? Should I consider a Roth IRA? On this episode, the Market Sense panelists discuss the pros and cons of different investing accounts and the tax strategies that set them apart. Plus, a short April sell-off has led to an early May rally. Panelists weigh in on what’s happening in the markets and what investors can expect in the coming months.Do I need a brokerage account? Should I consider a Roth IRA? On this episode, the Market Sense panelists discuss the pros and cons of different investing accounts and the tax strategies that set them apart. Plus, a short April sell-off has led to an early May rally. Panelists weigh in on what’s happening in the markets and what investors can expect in the coming months.
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For the first time this year, the markets have seen some volatility that even strong tech earnings can’t seem to completely shake. Stubborn inflation and a more hawkish stance from the Fed have investors bracing for what’s next. From equities to bonds, on this episode of Market Sense our Fidelity Professionals weigh in on the opportunities and risks they see as interest rates stay higher for longer.
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Lots of investors have money “parked” in short-term instruments like Treasury bills, CDs, and money market funds because of high short-term interest rates. As those CDs and Treasurys mature, investors may be faced with what to do with that cash -- could it be fuel for the next market rally? Our panelists weigh in on that, plus the latest data on inflation and economic growth.
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On this week’s episode of Market Sense, we’re taking a look at the big takeaways from the first Quarter of 2024. What were the challenges investors faced in Q1? What can investors expect in Q2, and will the Fed cut rates in Q2? Plus, how to consider adjusting your portfolio, accordingly.
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Economic indicators point to a strong economy, but a cultural historian at Fidelity explains why a growing number of people have a distorted view of the economy and their financial reality. A branch leader explains how this can lead to poor decisions, and how to not let it sidetrack you.
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The Market Sense team is marking America Saves Week by answering your questions about “Saving for What Matters Most.” What does it really take to meet long-term goals like emergency savings, college, and retirement? And how can investing help? Plus, the market headlines including the March Jobs report and whether or when the Fed might start lowering rates.
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The Market Sense team discuss tax sensitive strategies designed to help keep more money in your portfolio and explain how our Fidelity professionals can help. Plus, they provide an economic “check-up" with the release of several new key gauges of economic data including some new inflation numbers. Fidelity does not provide tax advice.
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Our Fidelity Professionals explain why they believe we’re now shifting to an environment of falling interest rates and accelerating earnings and weigh in on which investments, sectors and themes historically tend to do well in a falling rate environment. Plus, get all your latest market news in 20 minutes.
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Our Fidelity professionals discuss some of the most attractive potential options for income in the current interest-rate environment, the risks and rewards of income investing, plus how income investments can fit into a portfolio. As always, they also tackle the latest market headlines, including the Fed’s March meeting.
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Our professionals break down Fidelity’s latest “State of Retirement Planning” and a variety of retirement savings strategies. Plus, they discuss where the U.S. economy may be in the business cycle and whether a recession may be farther out than previously thought.
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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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Many investors are still concerned about the potential for a recession on the horizon, but stocks are having a reasonably strong year. Our panelists talk about where we might be in the market cycle and discuss several data points including the new jobless claims report. They also guide us through a conversation about the top 6 secrets of successful investors.
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Our Market Sense panelist roundtable discuss all of your burning questions for the next six months and the big issues that dominated the headlines the first half of 2023, including where inflation stands, if the U.S. could go into a recession and why it hasn’t happened yet, whether we're in a new bull market, and how to consider positioning your portfolio through the uncertainty.
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Join Fidelity Viewpoints®: Market Sense as our panelists discuss the debt ceiling deal, the potential impact on the markets, economy, Fed’s plan, and what it all means for investors. Also, we’re halfway through 2023 and our panelists offer tips on some smart money moves you can make now to cut your taxes and set yourself up for success in the second half of the year.
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Join Fidelity Viewpoints®: Market Sense as we discuss the latest debt ceiling developments, what the tentative agreement includes, the Congressional approval process ahead, and how it could potentially impact investments. We also explain the importance of sticking to a financial plan, and what investors can do to help protect their money.
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Fidelity's Jurrien Timmer and Ashley Tran discuss the latest debt ceiling developments, why it has the potential to disrupt financial markets, and how it could potentially impact investors. They explain what could happen if the U.S. defaults on debt and the various scenarios that could play out if Congress does not raise the debt ceiling, as well as the importance of sticking to a financial plan.
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You may have heard of the FI/RE movement where people are working hard to retire in their 30’s and 40’s. But in these economic times, retiring might seem difficult so even if you aren’t trying to retire early, there are still small steps you can take now toward financial independence, to put yourself in a much better financial position in the future. We’ll also talk about the findings of the latest inflation report.
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On this episode, we’re breaking down the implications from the Fed’s May meeting and decision to raise interest rates. Plus, we’re talking about bond opportunities. We’ll explain why bond yields are back around their historic levels and how they can be a source of low-risk income for investors who buy and hold them to maturity, as part of a diversified portfolio.
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In this week’s episode, we discuss the latest market news including the expected outcomes of the upcoming Fed meeting. And, since May is Mental Health Awareness Month, and concerns about recession, inflation, rising interest rates, etc. continue to dominate the news, we talk about the impact of stress on people’s financial decisions and how to avoid being sidetracked from your financial goals by these fears.
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Join Fidelity’s Jurrien Timmer and Heather Hegedus as they discuss the latest market news. And special guest Pam Everhart gives tips to help you and your family become financially literate, as it is Financial Literacy Month.
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Join Fidelity’s Jurrien Timmer, Leanna Devinney, and Heather Hegedus as they discuss the latest market news. And while inflation is trending in the right direction, it continues to be problematic, and there’s still uncertainty with the markets. The panelists discuss how retirees can cut back on spending.
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Join Fidelity’s Jurrien Timmer, Leanna Devinney, and Heather Hegedus as they discuss the latest market events and dive into developments with Secure 2.0, which became law in December, and what it means for investors.
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Join Fidelity’s Jurrien Timmer, Rita Assaf, and Jim Armstrong as they discuss the latest market news including an update on the March Fed meeting and concerns in the banking sector. The panelists also dive into the results of a year-long Fidelity research project that analyzed the overall retirement readiness of American households.
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Join Fidelity’s Jurrien Timmer, Stacey Watson, Leanna Devinney, and Jim Armstrong as they discuss the latest market news including an update on the bank closures and commentary on the March Fed meeting’s expected outcomes. As inflation continues to be volatile, the panelists also discuss financial planning for big life events and what to consider. Read the full transcript.
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Join Fidelity’s Jurrien Timmer, Leanna Devinney, Lars Schuster, and Jim Armstrong for this Special Report on the Silicon Valley Bank closure and what that could mean for the markets.
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Join Fidelity’s Lorna Kapusta, Ryan Viktorin, and Ally Donnelly as they discuss the realities that make finances different for women. They’ll dig into how to take action to help investments go further and how to navigate this during the current market conditions.
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Join Fidelity’s Jurrien Timmer, Leanna Devinney, and Jim Armstrong as they discuss the latest economic news, including consumer debt hitting record levels. This timely news comes during America Saves Week: an annual call-to-action about how to prioritize saving. This year, we’ll focus on how paying down debt is a form of saving.
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Join Fidelity’s Jurrien Timmer, Leanna Devinney, and Jim Armstrong as they discuss finances as a source of friction in relationships and offer suggestions for improving communications and decision-making. They’ll also discuss the latest market conditions, volatility, and what that means for investors.
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Join Fidelity’s Naveen Malwal and Randelle Lenoir as they discuss the latest market news, including the outcome of January’s Fed meeting and how that affects investors. In addition, they’ll kick Black History Month off with a discussion about key financial topics that are top of mind for the Black community.
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Join Fidelity’s Naveen Malwal and Nancy Kwan as they discuss the latest in the markets, including concerns about the debt ceiling and unemployment. They’ll also share ways to improve your overall financial well-being including a focus on planning, budgeting, and saving.
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Join Fidelity’s Naveen Malwal and Nancy Kwan as they discuss the latest in the markets, including concerns about the debt ceiling and unemployment. They’ll also share ways to improve your overall financial well-being including a focus on planning, budgeting, and saving.
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A panel of Fidelity representatives discuss what 2023 may hold for the economy, stocks, bonds, and more.
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Jurrien Timmer, director of Global Macro, joins Leanna Devinney, a Massachusetts-based branch leader, to discuss the latest market news, including signs inflation is beginning to ease. They also offer insight about staying on track in 2023 and some important things viewers may be overlooking when it comes to setting goals in the New Year.
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Jurrien Timmer, director of Global Macro, joins Ashley Tran, a Florida-based branch leader, to discuss the latest market news, including the Fed’s expected interest rate hike amid signs of calming inflation. They also talk about investment portfolios and the top reasons why your portfolio may be underperforming.
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Jurrien Timmer, director of Global Macro, joins Leanna Devinney, a Massachusetts-based branch leader, to discuss the latest market volatility. Leanna provides timely guidance for investors about how to make the most of cash in higher-rate environments through CD’s, bonds, and fixed annuities.
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Lars Schuster, institutional portfolio manager, joins Leanna Devinney, a Massachusetts-based branch leader, to discuss the latest market conditions and what that means for investors and their money. In the spirit of Giving Season, Leanna will also talk about gifting options like 529 plans.
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Jurrien Timmer shares his thoughts and historical perspective on current market conditions, including the October inflation rate being the lowest in 2022. With continued talks of a recession on the horizon, lingering inflation, and rising interest rates, much of the future is unpredictable. But one thing that’s certain, as the saying goes, is taxes. Leanna Devinney will dive into some yearend tax planning essentials like maximizing contributions to tax-advantaged accounts and charitable giving.
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This podcast is intended for U.S. persons only and is not a solicitation for any Fidelity product or service.
This podcast is provided for your personal noncommercial use and is the copyrighted work of FMR LLC. You may not reproduce this podcast, in whole or in part, in any form without the permission of FMR LLC.
© 2022 FMR LLC. All rights reserved.
Jurrien Timmer, director of Global Macro, joins Leanna Devinney, a Massachusetts-based branch leader, to discuss the Fed’s latest effort to fight high inflation that resulted in a rate increase of 75 basis points. Jurrien and Leanna also discuss how investing during a volatile market can be a strategic approach to protecting your money and diversifying your portfolio.
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We're kicking off Charitable Giving Month with a conversation about the impact economic realities, like inflation and volatility, will have on charitable giving this year. Natasha O’Yang, VP of Fidelity Charitable, joins Jurrien Timmer, director of global Macro at Fidelity, on the show for this timely discussion.
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Episode description: In this week’s show, Jurrien Timmer talks upcoming midterm elections as investors may be wondering who will control Congress and what that could mean for taxes, economic policy, and other issues that have potential to affect markets. Leanna Devinney will also share actionable ideas for investors to have a good financial plan that could help withstand the downturns of the market.
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This podcast is intended for U.S. persons only and is not a solicitation for any Fidelity product or service.
This podcast is provided for your personal noncommercial use and is the copyrighted work of FMR LLC. You may not reproduce this podcast, in whole or in part, in any form without the permission of FMR LLC.
© 2022 FMR LLC. All rights reserved.
In this week’s episode, Jurrien Timmer shares insight into the latest world news, market conditions and what they mean for us. He is joined by special guest Ryann Little, director and Medicare sales advisor at Fidelity, to discuss how she and her team are helping people deal with the impact of rising medical costs on their Medicare choices.
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There’s a lot of talk about whether we’re in a recession as we hear about layoffs and a slowing economy. So this week, Market Sense explores what’s going on with the economy and what it may mean for you and your investments.
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Guest host Ally Donnelly leads this week’s panel discussion -- all about the FI/RE movement (financial independence, retire early). The foundational principles of FIRE may have something for everyone -- particularly for the times we’re in now.
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The pace of price increases slowed late last week with a softer-than-expected inflation reading. Does it mean that record high inflation will plummet? Spoiler alert: Our pros say…not so much. Today we’ll talk survival strategies -- 4 things you can do right now to ride out prices.
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There’s been a lot of market volatility, inflation, the Fed continues to raise rates, talk of recession looms large and we’re seeing a lot of that uncertainty play out in our portfolios. So today, we wanted to talk about strategies in a down market.
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We know it can be stressful to look at your portfolio during market volatility. We also know life and plans can change on a dime. So this week, our panel will discuss how to prepare for the unexpected with an emergency fund.
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When inflation is high and there’s uncertainty in the market, every penny counts. This week, Market Sense focuses on how to understand what employee benefits you have and how to make the most of them.
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Today’s continued uncertainty in the markets can be nerve-wracking for investors — particularly if you’re in or nearing retirement. In this episode, we discuss what you might consider doing when stocks drop and how a defensive investment approach may help you limit losses and volatility in your portfolio.
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© 2022 FMR LLC. All rights reserved.