Can Bonds Still Do Their Job?
On Investing | EP135
Can Bonds Still Do Their Job?
Liz Ann Sonders and Collin Martin examine the sharp swings in Treasury yields, what stubborn inflation could mean for Fed policy, and why bonds can still provide income and diversification even as rates remain elevated. They also dig beneath the surface of earnings season, where concerns about AI spending and debt-financed investment are putting a premium on profitability, balance-sheet strength, and quality.
Finally, Collin and Liz Ann look ahead to next week's upcoming macroeconomic indicators and key data releases.
On Investing is an original podcast from Charles Schwab.
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