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.

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 Liz Ann Sonders • Kathy Jones

What's It Like to Be a Financial Journalist? (With Dion Rabouin)

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

April 05, 2024

Is the Market Still Climbing the Wall of Worry? (With Dr. Ed Yardeni)

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

Fed Leaves Rates Unchanged

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

March 22, 2024

Stock Sector Outlook

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

March 08, 2024

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

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

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

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

Rating Muni Bonds

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

February 02, 2024

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

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

The Sahm Rule and the Economy

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

January 12, 2024

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

The Fed Holds Steady

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

December 15, 2023

2024 Market Outlook

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

December 08, 2023

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

This Week's CPI Data and the State of the Economy

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

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

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

Our Philosophy & What Matters

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

October 27, 2023

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

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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