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 Click here to provide your feedback to help us make Market Sense even more valuable to you https://app.sli.do/event/fJr21B2RpxYu... Questions? Drop them below 👇 and we’ll reply right in the comments. • Like what you see? Register for the next event: https://fidelityevents.com/Market-Sen... • Subscribe to Fidelity Viewpoints: https://www.fidelity.com/signup/viewp... Fidelity Internal Information • To see more videos, subscribe on YouTube:    / fidelityinvestments   • Follow Fidelity on Reddit:   / fidelityinvestments   • Follow Fidelity on Instagram:   / fidelityinvestments   • Follow Fidelity on TikTok:   / fidelityinvestments   • Follow Fidelity on Facebook:   / fidelityinvestments   • Follow Fidelity on LinkedIn:   / fidelity-investments   • Follow Fidelity on Discord:   / discord   • Ask Fidelity on X:   / fidelity   Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 DISCLAIMER: For workplace use, business to assume risk of promoting. 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. 1227394.1.0 #Q4outlook #Q3recap #CorporateEarnings #Valuations #GovernmentShutdown