Market news today - markets at a crossroads

Market news today - markets at a crossroads

From The Personal Investor by Fidelity International

May 5, 2026 · 8 min

About this episode

Tom Stevenson reviews the current state of the markets amidst rising earnings and geopolitical tensions.

This week in the markets: shares and bonds stand at a watershed as earnings soar on the back of the continuing AI investment boom but the Middle East conflict casts a persistent cloud over the economic outlook. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

People in this episode

Host: Tom Stevenson

Topics covered

  • market news
  • economic outlook
  • AI investment
  • Middle East conflict
  • earnings
  • shares
  • bonds

Keywords

  • market news
  • AI investment
  • Middle East conflict
  • earnings
  • shares
  • bonds

Mentioned in this episode

Organizations: Fidelity International

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