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PODCAST

On Investing

From market moves to the latest economic news, On Investing looks below the surface of the headline data to bring you fresh insights on what"s happening and why—and what the implications are for your portfolio. Hosted by Schwab"s Chief Investment Strategist Liz Ann Sonders and Chief Fixed Income Strategist Kathy Jones, On Investing is a weekly audio magazine featuring a variety of Schwab experts and special guests sharing their insights on equities, fixed income, macroeconomic issues, and more. Find

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All Episodes

00:42:36

The Fed’s Balance Sheet Takes Center Stage (With...

On Investing ·

2025/10/31

Liz Ann Sonders and Kathy Jones discuss this week’s Federal Open Market Committee (FOMC) meeting and the latest interest rate cut. They also analyze some of the details of what is driving the Fed’s decisions in light of the government shutdown.Next, Kathy Jones is joined by David Beckworth. Kathy and David discuss the complexities of the Federal Reserve's balance sheet, the broader implications of monetary policy, and the emerging landscape of stablecoins and central bank digital currencies (CBDCs)

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00:25:02

What’s Causing Jitters in the Credit Markets?

On Investing ·

2025/10/24

This week, Collin Martin sits in for Liz Ann Sonders. Kathy Jones and Collin discuss the upcoming Consumer Price Index (CPI) report and the Federal Reserve's anticipated interest rate cut. They analyze the current state of the credit markets, particularly focusing on recent defaults and the implications for high-yield bonds. The discussion also covers the demand dynamics in private-versus-public credit markets and the potential risks associated with high-yield investments. Finally, they look ahead

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00:44:23

The Role of the Fed in a Shifting Economy (With Pat...

On Investing ·

2025/10/17

This week, Kevin Gordon fills in for Kathy Jones. Liz Ann Sonders and Kevin discuss the recent NABE conference and the current state of the markets in light of the government shutdown and recent tariff announcements. They explore the implications for earnings season, the potential impact of AI on productivity, and the challenges facing the labor market. They also cover the importance of upcoming economic data releases and how relying on alternative data could have potential effects on market trends

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00:17:28

Government Shutdown Drives Reliance on Other Data

On Investing ·

2025/10/10

This week, Liz Ann Sonders and Kathy Jones discuss the implications of the ongoing government shutdown and the impact on key economic indicators and market data. They analyze the current state of the bond and equity markets, the reliance on alternative data sources in the absence of government data, and the upcoming earnings season. Their conversation highlights the bifurcations in market performance, particularly between larger and smaller companies, and the impact of fiscal policy on global bond

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00:39:26

Surveying the Corporate Credit Landscape (With Joel...

On Investing ·

2025/10/03

In this episode, Liz Ann Sonders and Kathy Jones begin by discussing the implications of the government shutdown on employment data and the Federal Reserve's dual mandate. They analyze the challenges posed by the potential lack of government data and the reliance on private sector indicators like ADP. Then, Kathy Jones speaks with Joel Levington, who has more than 25 years’ experience in corporate credit research. Kathy and Joel discuss the overall current state of the credit markets, focusing on

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00:40:35

Global Central Banks Face Uncertain Policy (With...

On Investing ·

2025/09/26

Kathy Jones and Liz Ann Sonders look at the state of the markets a week after the quarter-point Fed rate cut. They also discuss the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. Next, Kathy speaks with Robin Brooks, senior fellow in the Global Economy and Development Program at the Brookings Institution. They discuss the current state of central bank policies, focusing on the

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00:41:44

Weaker Labor Markets Drive a Rate Cut (With Freya...

On Investing ·

2025/09/19

Kathy Jones and Liz Ann Sonders analyze the market reactions to this week's quarter-point Fed rate cut. They also look at the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. Then, Freya Beamish, chief economist for TS Lombard, joins Liz Ann in a discussion focused on tariffs and labor market conditions. She emphasizes the complexities of the labor market, particularly in relation

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00:43:27

Where Do Public & Private Markets Converge? (With...

On Investing ·

2025/09/12

This week, Liz Ann Sonders and Kathy Jones discuss the recent downward revision in job market statistics, the implications for the economy, and the likelihood of a rate cut next week. They analyze the broader economic context of the job revisions, the importance of indicators like the Producer Price Index, and the impact of global market volatility. Then, Steven Meier joins the show. He is the Deputy Comptroller and Chief Investment Officer for the New York City retirement systems. Liz Ann and Kathy

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00:21:09

The Housing Market Remains Out of Sync

On Investing ·

2025/09/05

In this conversation, Kathy Jones and Liz Ann Sonders discuss the current state of the housing market, the implications of potential Fed policy changes, and the broader economic indicators that could affect market expectations. They explore the complexities of housing affordability, the yield curve, and the potential impact of this week's job reports on both the equity and bond markets. The discussion highlights the interconnectedness of various economic factors and the uncertainty surrounding

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00:36:08

Rate Cut Coming? Sectors to Watch

On Investing ·

2025/08/29

This week, Liz Ann Sonders and Kathy Jones discuss the implications of political pressure on the Federal Reserve, particularly regarding the administration's attempts to influence monetary policy. They explore the potential risks of increased political control over the Fed, the current state of the bond and stock markets, and the importance of economic indicators such as labor market reports and inflation measures. Then, Kevin Gordon, director and senior investment strategist, joins Liz Ann to

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00:34:30

What's Happening in the Muni Bond Market?

On Investing ·

2025/08/22

Liz Ann Sonders and Kathy Jones discuss the implications of the Federal Reserve's annual Jackson Hole meeting, focusing on monetary policy, labor market dynamics, housing market challenges, and the impact of tariffs on inflation. They explore how these factors influence economic indicators and the Fed's decision-making process moving forward. Then, Cooper Howard, director and fixed income strategist at the Schwab Center for Financial Research, joins the show to discuss the state of the muni bond

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00:28:05

Inflation Edges Up: Analyzing the Fed's Next Move

On Investing ·

2025/08/15

In this episode, Kathy Jones and Liz Ann Sonders dive into the latest economic data and its implications for the Federal Reserve's policy decisions. They analyze the recent Consumer Price Index (CPI) report and assess the risk of latent stagflation. They also examine the Fed's dilemma in considering a September interest rate cut, a possible 50-basis-point reduction, and ongoing labor market and inflation pressures. Kathy and Liz Ann stress the importance of looking beyond headline figures to

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00:29:30

What Is the End Game for Tariffs?

On Investing ·

2025/08/01

This week, Kevin Gordon fills in for Liz Ann Sonders while she is on vacation. Kevin and Kathy Jones discuss the current state of the markets, focusing on tariff implications, inflation concerns, labor market dynamics, and sector performance. They explore how these factors influence investment strategies and the overall economic outlook, emphasizing the importance of understanding underlying trends and potential volatility ahead.On Investing is an original podcast from Charles Schwab. For more on

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00:36:50

Trends in the Credit Markets

On Investing ·

2025/07/25

On this week's episode, Kathy Jones and Liz Ann Sonders discuss equity earnings season, continuing tariff uncertainty, and the fate of embattled Fed Chair Jerome Powell—emphasizing the importance of an independent Fed to both the stock and bond markets.Then, Kathy Jones and Collin Martin dive into the dynamics of the leveraged loan market, highlighting the recent surge in issuance despite anticipated interest rate hikes. They explore the unique characteristics of leveraged loans, including their

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00:25:46

Parsing the Latest Inflation Numbers

On Investing ·

2025/07/18

In this week's episode, Kathy and Liz Ann discuss the June inflation data, its implications for the market, and the Federal Reserve's policy decisions. They explore the impact of tariffs on inflation, the rise in global yields, and the dynamics of the dollar. The discussion also touches on complacency, the influence of AI on the economy and the challenges facing stagnation in the housing market. On Investing is an original podcast from Charles Schwab. For more on the show,

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00:24:51

Debt, Deficits & One Big Beautiful Bill

On Investing ·

2025/07/11

On this week's episode, Kathy Jones and Liz Ann Sonders discuss the bond market reaction to the new August 1 tariff deadlines—and what that means for potential Fed policy. They also examine the impact of servicing the national debt after the passage of the "One Big Beautiful Bill." Liz Ann looks at the upcoming earnings season, while also addressing concerns about economic indicators, inflation, and the housing market. The overall discussion this week emphasizes the cautious sentiment among bond

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00:47:49

The Markets Shrug at Geopolitics, for Now

On Investing ·

2025/06/27

On this week's episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets amid geopolitical tensions in the Middle East and the implications for oil prices and overall investor sentiment. Then, Kathy Jones sits down with Mike Townsend, Schwab's managing director of legislative and regulatory affairs, to discuss the evolving geopolitical landscape, particularly the U.S. involvement in the Middle East and its implications for foreign policy. They explore market reactions to

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00:49:14

‘Muddiness’ & Uncertainty in the Markets (With...

On Investing ·

2025/06/13

Kathy Jones and Liz Ann Sonders discuss recent unemployment data, the upcoming Fed meeting, and the performance of the Magnificent 7 stocks. Then, Liz Ann Sonders and Cameron Dawson, Chief Investment Officer of NewEdge Wealth, discuss the “muddiness” in the current economic data and the overall landscape, focusing on inflation, tariffs, consumer behavior, corporate margins, and the outlook for earnings. They explore the complexities of the bond market, foreign demand for US securities, and the

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00:15:41

How Will Tariffs & Debt Affect the Economy?

On Investing ·

2025/06/06

In this week’s episode, Kathy Jones and Liz Ann Sonders discuss the current state of tariffs and the ongoing trade war, the implications of budget bills on the economy, and insights into inflation and the labor market. They explore how tariffs are affecting economic indicators, the challenges in estimating tariff revenue, and the potential impact of upcoming economic reports on Federal Reserve policy.You can read Kathy’s midyear report, “Fixed Income Outlook: Cool and Cloudy” on Schwab.com. On

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00:20:56

Why Does Sentiment Not Match Hard Data?

On Investing ·

2025/05/30

In this episode, Liz Ann Sonders and Kathy Jones discuss the current state of the bond market, the influence of central banks, and the impact of policy announcements on market dynamics. They explore consumer confidence, economic indicators, and the potential effects of upcoming labor data on market trends. The discussion highlights the volatility in the markets and the importance of understanding the interplay between policy and economic conditions.You can read the article on hard data vs. soft data

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