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Fidelity Viewpoints: Market Sense

Fidelity Viewpoints: Market Sense
Author: Fidelity Investments
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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.
© 2025 FMR LLC. All rights reserved.
© 2025 FMR LLC. All rights reserved.
174 Episodes
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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.
Bookmark this Fidelity Viewpoints page to stay on top of the latest economic news and insights from Fidelity thought leaders.
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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.
Want to learn more? Fidelity Viewpoints provides articles on investing ideas to meet your short- and long-term goals. Bookmark now.
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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.
Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.
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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.
Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.
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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.
If you want to research some International ETFs on the market, click here.
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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.
If you want to research tech stocks and other sectors that align with your investing objectives, click here
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Policy uncertainty and geopolitical events led to market volatility and even a "bear market scare" in Q2, but by the end of the quarter, stocks were back to all-time highs. On this episode of Market Sense, our Fidelity thought leaders give us their perspective on what took place last quarter, and they discuss the potential risks and opportunities for the next quarter. Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.
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On this episode of Market Sense, our Fidelity thought leaders will discuss the passage of the tax and spending bill and ongoing tariff negotiations. Plus, the latest happening in the markets as we kick off the second half of 2025.
Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.
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On this episode of Market Sense, we are talking with Fidelity leaders about what the escalating conflict in the Middle East could mean for oil prices, the markets, and the global economy.
Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.
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Recent volatility in the Treasury market doesn't mean bonds can't offer benefits to investors. On this episode of Market Sense, a Fidelity portfolio manager who specializes in fixed income explains why the current climate of higher yields and the potential for lower interest rates later this year could deliver attractive returns. Plus, we dig into all the latest market headlines and trade news.
If you want to research fixed income, bonds, and CDs, click here for research and guidance.
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Are U.S. Treasurys losing their safe-haven appeal? On this episode of Market Sense, we discuss the recent selloff happening in long-term Treasurys and the ripple effect it can have on global markets. Plus, we’ll take a closer look at the current fiscal policy and what more government debt could mean for this already volatile market.
If you want to hear more from our Fidelity thought leaders, click here to register for 6.17.25 episode on bond opportunities.
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The first half of 2025 has been anything but predictable. Join the Market Sense team for an extended conversation about the state of the economy, and how to balance risk and opportunity in this market, no matter what stage of life you're in.
Bookmark the Fidelity Viewpoints 2025 Midyear Investing Outlook webpage for the latest on market headlines, risks, opportunities, and ways to potentially safeguard your retirement.
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What are alternative investments and are they right for you? On this episode of Market Sense, a Fidelity professional on alternative investments explores the different types of alternatives and their unique features. We’ll also talk about strategies for using alternative investments to help diversify portfolios and potentially manage risk.
If you would like to learn more about investing in liquid alternatives click here
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Investors are piling billions into ETFs with the backdrop of market uncertainty. On this episode of Market Sense, a Fidelity brokerage coach will talk about the different types of ETFs and the trends she’s seeing in the ETF market. She’ll also talk about strategies to potentially protect your portfolio. Plus, all your latest economic news and headlines.
To research the ETFs we talked about today or get more education on ETFs click here
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Are recession risks rising? On this episode of Market Sense, we get an “economic pulse check” on the stock and bond markets, the potential global impact from tariffs, GDP contraction, and whether the Fed will cut rates later this year. Plus, our Fidelity pros weigh in on the long-awaited comeback for international stocks and the record-breaking gold rush.
If you want to hear more from our Fidelity thought leaders, click here to register for our 2025 Midyear Outlook on June 3, 2025.
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Market volatility is stressful, but it can also provide a potential window of opportunity for planning and investing decisions. On this episode of Market Sense, we discuss how to leverage retirement accounts with dollar-cost averaging and explain why now might be a good time for a Roth conversion. Plus, all your market headlines including the latest on the tech rally and tariffs.
To read more about retirement and market volatility click here
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On this episode of Market Sense, we're discussing the latest developments on tariffs and markets. Plus, we're answering our audience's questions about stock market volatility, retirement, as well as more liquid, low-risk options that can deliver a fixed return.
Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.
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The tariff about-face sent stocks soaring, after worries Wall Street was entering a bear market. But are we still at risk of a looming recession? And how concerned should investors be about surprising recent moves in the bond market? On this episode of Market Sense, our Fidelity pros discuss what the latest developments could mean for the markets, the economy and investors.
Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.
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I would like to learn about MLP's as income vehicles. please talk about it in your next show. thank you for a great show!