Q4 Stock Market Forecast - 10/07/25 | Market Sense | Fidelity Investments

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.

Topics covered:
• Q4 Stock market forecast
• Q3 performance & earnings
• AI/Tech stocks, International/small caps
• Consumer spending & confidence

00:00 Market Sense Introduction
03:41Government shutdown
04:13 Performance and corporate earnings
07:12 Stock valuations
08:59 Are we due for a correction?
11:28 Consumer spending
13:14 Consumer confidence
14:51 Q4 trends
17:23 Potential opportunities in Q4
20:27 Timmer’s take

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Views and opinions expressed in this webcast are those of the speakers. This discussion is for educational purposes and should not be considered investment advice. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice.

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