Reading the Signs of Change and Finding Opportunity

October 28, 2021
Liz Ann Sonders comes back to discuss what investors should be watching for as markets react to changes in the supply chain, the workforce, economic policies, and more.

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After you listen

  • Visit the Market Insights hub for the latest analysis and commentary from Schwab experts.
  • You can also follow Mike Townsend and Liz Ann Sonders on Twitter—@MikeTownsendCS and @LizAnnSonders, respectively.
  • Visit the Market Insights hub for the latest analysis and commentary from Schwab experts.
  • You can also follow Mike Townsend and Liz Ann Sonders on Twitter—@MikeTownsendCS and @LizAnnSonders, respectively.

In this episode of WashingtonWise, Mike Townsend continues his discussion with Liz Ann Sonders, Schwab's chief investment strategist. They dive into the myriad changes currently buffeting the economy, including reductions in the labor market, bottlenecks in the supply chain, evolving views on work/life balance, and new policies coming out of Washington. Liz Ann shares her perspective on what it all means for the markets, where investors might find opportunities, and what investors should be watching for in the months ahead. 

Mike provides updates on the latest developments in the fast-moving debate over economic legislation on Capitol Hill and the potential for a very different approach to tax increases. He also discusses the prospects for the long-delayed infrastructure bill, a new report from the SEC on the "meme stock" trading frenzy, and why the new head of the Consumer Financial Protection Bureau is someone to watch.

WashingtonWise is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/WashingtonWise.

If you enjoy the show, please leave a rating or review on Apple Podcasts

Will government policy affect your money?

Inflation Peaking but Pain Won't End

Indicators are pointing to an easing of inflation, but there are plenty of economic concerns to work through before the markets can truly move out of bear territory.

Midterm Elections Signal More Washington Gridlock

While results won't be finalized for some time, it is clear that we will have two more years of an extremely narrowly divided Congress.

Fed Hikes Aggressively, Signals More Hikes to Come

Stocks slid and Treasury yields rose as comments by the Federal Reserve chair suggested the "peak" fed funds rate may be higher than initially expected.

Important Disclosures

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.

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. 

This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.

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