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.

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Markets and Economy

Inflation or Unemployment?

Kathy Jones and Collin Martin break down the Fed's current predicament and what the future might hold for interest rates.

May 09, 2025 • Liz Ann Sonders • Kathy Jones

Markets and Economy

Confidence in U.S. Investability

Liz Ann Sonders and Dario Perkins of TS Lombard discuss the potential for a recession, the labor market, the Fed's next move, and more.

May 02, 2025

Markets and Economy

Bond Markets React to Uncertainty

Collin Martin and Kathy Jones dissect the current environment for different types of bonds and bond investors.

April 25, 2025

Markets and Economy

Market Volatility & Dividends

Deane Antoniou joins Liz Ann Sonders for a discussion about long-term retirement strategies and dividend-paying stocks.

April 18, 2025

Markets and Economy

Recent Market Volatility

After a turbulent few days in the market, what strategies should investors consider?

April 09, 2025

Markets and Economy

Labor Market & Tariffs

Nela Richardson of ADP Research breaks down the labor market data.

April 04, 2025

Markets and Economy

Avoiding Unforced Errors

Liz Ann Sonders sits down with Barry Ritholtz for a discussion about common mistakes and how not to invest.

March 28, 2025

Markets and Economy

The Risk of Stagflation

Liz Ann Sonders and Kathy Jones analyze the recent Fed meeting and the outlook for potential stagflation.

March 21, 2025

Markets and Economy

Is Recession on the Horizon?

Liz Ann Sonders and Kevin Gordon analyze the dynamics and indicators that might indicate a recession is looming.

March 14, 2025

Markets and Economy

Recent Questions From Investors

Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.

March 07, 2025

Markets and Economy

The State of Housing Markets

Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.

February 28, 2025

Markets and Economy

Do Tariffs Change Outlook?

Liz Ann Sonders speaks with Phil Mackintosh, chief economist at Nasdaq, about the labor force, the impact of AI, and valuations.

February 21, 2025

Markets and Economy

China Enters the AI Chat

Louis-Vincent Gave of Gavekal Research joins Liz Ann Sonders for a discussion on what was so unique about 2024—and China's role in the AI industry.

February 14, 2025

Markets and Economy

Navigating Tariffs & Inflation

Kathy Jones speaks with Dr. Richard Clarida, PIMCO's global economic advisor and former vice chairman of the Board of Governors of the Federal Reserve.

February 07, 2025

Markets and Economy

Fundamental Indexing Explained

Liz Ann Sonders interviews Rob Arnott, founder of Research Affiliates, about how fundamental indexing works.

January 31, 2025

Markets and Economy

Markets React to New Admin

Kathy Jones and Liz Ann Sonders discuss the policy proposals and legislation most likely to affect the markets in the coming weeks.

January 24, 2025

Markets and Economy

Climate Shocks & Muni Bonds

Cooper Howard and Kathy Jones look at how climate events, like the fires in Los Angeles, could impact the municipal bond market.

January 17, 2025

Markets and Economy

The Resilient Economy

Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.

January 10, 2025

Markets and Economy

2025 Outlook: Fixed Income

As we approach 2025, what can investors expect from muni bonds, investment-grade corporate bonds, and the fixed income markets in the new year?

December 20, 2024

Markets and Economy

2025 Outlook: U.S. & Global

As we approach 2025, what can investors expect from U.S. stocks and the global markets in the new year?

December 13, 2024

Markets and Economy

How Do You Build a Bond Portfolio?

Kathy Jones and Cooper Howard discuss how to build a bond portfolio, which bonds are suitable for retirees, and other aspects of fixed income investing.

December 06, 2024

Markets and Economy

Uncertainty Around Future Policy

Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.

November 22, 2024

Markets and Economy

Post-Election Market Dynamics

Liz Ann Sonders and Kathy Jones discuss the market reactions following the election, focusing on both the equity and bond markets.

November 08, 2024

Markets and Economy

Lessons From the Past Year

After a year of podcast episodes, Liz Ann Sonders and Kathy Jones review some memorable moments and reflect on what's changed in this unique cycle.

November 01, 2024

Markets and Economy

Bond Market Volatility

Kathy Jones and Collin Martin give an overview of recent developments in the bond markets. They cover corporate credit spreads, issuance, preferred securities, TIPS, and more.

October 25, 2024

Markets and Economy

Trends in Credit Analysis

Carol Spain explains how a team of researchers evaluate different corporate bonds and make decisions in the fixed income markets.

October 18, 2024

Markets and Economy

Market Pros & Cons

Liz Ann Sonders and Paul Hickey of Bespoke Investment Group discuss the pros and cons in the current market environment.

October 11, 2024

Markets and Economy

Lessons from Past Fed Cycles

Kathy Jones and Liz Ann Sonders examine the current rate-cutting environment in the context of previous economic cycles.

October 04, 2024

Markets and Economy

Employment Indicators to Watch

Liz Ann Sonders interviews Doug Ramsey of the Leuthold Group about the state of the economy and the markets.

September 27, 2024

Markets and Economy

After the Rate Cut

Kathy Jones and Liz Ann Sonders analyze the market's reaction to the Fed's 50 bps rate cut.

September 20, 2024

Markets and Economy

Before the Rate Cut

Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?

September 13, 2024

Markets and Economy

Focus on Labor

Liz Ann Sonders and Kathy Jones explain why different employment metrics are vital to understanding the health of the economy.

September 06, 2024

Markets and Economy

The Fed at Jackson Hole

Liz Ann Sonders and Kathy Jones discuss the Federal Reserve’s annual conference at Jackson Hole and the annual payrolls benchmark revision.

August 23, 2024

Markets and Economy

Volatility & Fixed Income

Kathy Jones interviews Matt Hastings about the challenges of managing fixed income portfolios.

August 16, 2024

Markets and Economy

A Unique Economic Cycle

Liz Ann Sonders interviews the legendary Ed Hyman about the current economic cycle and its unique characteristics.

July 26, 2024

Markets and Economy

Investment Rules to Live By

Liz Ann Sonders interviews market veteran Ned Davis about his overall strategy and the importance of understanding market psychology.

July 12, 2024

Markets and Economy

The Path to Sustainable Growth

Kathy Jones interviews economist Joe Brusuelas from RSM about the pace of growth in the economy and what keeps him up at night.

July 05, 2024

Markets and Economy

Midyear Outlook: The Fed & Economy

Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

June 28, 2024

Markets and Economy

Midyear Outlook: Stocks, Global & D.C.

What can investors expect from the U.S. stock market, the global markets, and the policy landscape in D.C. in the second half of 2024?

June 14, 2024

Markets and Economy

Midyear Fixed Income Outlook

Collin Martin and Cooper Howard take a look at the state of the corporate bond and muni bond markets halfway through the year.

June 07, 2024

Markets and Economy

Active Patience

Liz Ann Sonders interviews Mellody Hobson, Co-CEO and President of Ariel Investments, about her views on investing and the business world.

May 31, 2024

Markets and Economy

Money Market Funds Explained

Kathy Jones and guests examine the history of money market funds and their attractiveness in the current interest rate environment.

May 24, 2024

Markets and Economy

Scott Galloway on the Definition of "Rich"

Professor Scott Galloway shares his ideas on wealth and the emotional and motivational aspects of money.

May 17, 2024

Markets and Economy

A Conversation With Chuck Schwab

Chuck Schwab discusses the role of innovation in the markets and why he is optimistic about the future.

May 10, 2024

Markets and Economy

The Fed's Message: Patience

Kathy Jones and Liz Ann Sonders discuss this week's Fed meeting and the implications for investors.

May 03, 2024

Markets and Economy

Asset Allocation Like the Pros

Liz Ann Sonders interviews Sebastien Page, chief investment officer at T. Rowe Price, about asset allocation and the state of the markets.

April 26, 2024

Markets and Economy

Sector Views & Corporate Bonds

Kathy Jones and Collin Martin analyze the attractiveness of corporate bond yields, and Liz Ann Sonders interviews Kevin Gordon about sector performance.

April 19, 2024

Markets and Economy

The Fed's Inflation Target

Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.

April 12, 2024

Markets and Economy

The Role of a Financial Journalist

Wall Street Journal reporter Dion Rabouin discusses his process for analyzing what's happening in the markets.

April 05, 2024

Markets and Economy

The Wall of Worry

Dr. Ed Yardeni sits down with Liz Ann to discuss the current economic cycle and the challenges ahead in the markets this year.

March 29, 2024

Markets and Economy

Fed Leaves Rates Unchanged

Liz Ann Sonders and Kathy Jones analyze the latest signals from the Fed.

March 22, 2024

Markets and Economy

Stock Sector Outlook

Kevin Gordon discusses Schwab's analysis of the 11 sectors that make up the S&P 500.

March 08, 2024

Markets and Economy

Trends in Retail

Matthew Shay, CEO of the National Retail Federation, breaks down the state of the retail market in the U.S.

March 01, 2024

Markets and Economy

Analyzing Corporate Bonds

Kathy Jones and Collin Martin speak with Winnie Cisar of CreditSights about how corporate bonds are rated and analyzed.

February 23, 2024

Markets and Economy

Corporate Real Estate Market

Liz Ann Sonders interviews Kayne Anderson CEO Al Rabil about the state of the corporate real estate market.

February 16, 2024

Markets and Economy

What Matters in Real Estate

Liz Ann Sonders discusses the state of the real estate market with famed agents Dolly Lenz and Jenny Lenz.

February 09, 2024

Markets and Economy

Rating Muni Bonds

Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated.

February 02, 2024

Markets and Economy

Earnings Season & Corporate Bonds

How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?

January 26, 2024

Markets and Economy

Fed Policy & Managing Risk

Liz Ann Sonders and Kathy Jones analyze new developments in the Fed's balance sheet and debate the role of risk in portfolio construction.

January 19, 2024

Markets and Economy

The Sahm Rule & the Economy

Former Fed economist Claudia Sahm discusses the December jobs report and the potential for rate cuts this year.

January 12, 2024

Markets and Economy

Soft Landing or Recession Coming?

Liz Ann Sonders and Kathy Jones recalibrate some of their 2024 forecasts, and Liz Ann interviews Hedgeye CEO Keith McCullough.

December 22, 2023

Markets and Economy

The Fed Holds Steady

Kathy Jones discusses the Fed's latest decision and interviews former Fed economist Dr. Julia Coronado.

December 15, 2023

Markets and Economy

2024 Market Outlook

As we approach 2024, what can investors expect from the markets in the new year?

December 08, 2023

Markets and Economy

The Likelihood of De-Dollarization

Kathy Jones interviews Jens Nordvig about the current rate cycle—as well as talk of "de-dollarization"—while Liz Ann Sonders probes the GDP revision and looks ahead to a busy week of economic data.

December 01, 2023

Markets and Economy

Are We Headed for a Recession?

Liz Ann Sonders interviews Nancy Lazar about the state of the economy, and Kathy Jones and Collin Martin discuss investment-grade bonds.

November 17, 2023

Markets and Economy

The View from Washington D.C.

Kathy Jones and Liz Ann Sonders discuss issues in Washington with Mike Townsend—and provide their weekly market outlook.

November 10, 2023

Markets and Economy

Frequently Asked Questions

Kathy Jones and Liz Ann Sonders answer some of the most common questions from investors—and provide their weekly market outlook.

November 03, 2023

Markets and Economy

Our Philosophy & What Matters

Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.

October 27, 2023

Markets and Economy

Introducing On Investing

Schwab's newest podcast, On Investing, features Kathy Jones and Liz Ann Sonders offering their view of the markets.

October 13, 2023

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk including loss of principal.

Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.

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