Liz Ann Sonders

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Articles

Markets React to a New Administration

Jan 24, 2025 | schwab.com | Liz Ann Sonders |Kathy Jones

LIZ ANN SONDERS: I'm Liz Ann Sonders. KATHY JONES: And I'm Kathy Jones. LIZ ANN: And this is On Investing, an original podcast from Charles Schwab. Each week, we analyze what's happening in the markets and discuss how it might affect your investments. LIZ ANN: So we have said many, many times on this show that we are not here to offer political commentary. This is a market analysis show. However, there are definitely times when policy intersects with markets more directly.
Hard to Handle: A Look at Hard vs. Soft Data

Jan 23, 2025 | advisorperspectives.com | Liz Ann Sonders |Kevin Gordon

The "pandemicycle" (yes, that's a new term from us) has been unique in myriad ways; including multiple divergences within the economy. Divergences have occurred within the economy between goods and services, cyclical and noncyclical segments, and discretionary and nondiscretionary categories of spending; among others. A divergence we're tackling today is between soft and hard economic data.
Hard to Handle: A Look at Hard vs. Soft Data

Jan 21, 2025 | schwab.com | Liz Ann Sonders |Kevin Gordon

The "pandemicycle" (yes, that's a new term from us) has been unique in myriad ways; including multiple divergences within the economy. Divergences have occurred within the economy between goods and services, cyclical and noncyclical segments, and discretionary and nondiscretionary categories of spending; among others. A divergence we're tackling today is between soft and hard economic data.
Climate Shocks & the Muni Bond Market

Jan 17, 2025 | schwab.com | Liz Ann Sonders |Kathy Jones

KATHY JONES: I'm Kathy Jones. LIZ ANN SONDERS: And I'm Liz Ann Sonders. KATHY: And this is On Investing, an original podcast from Charles Schwab. Each week, we analyze what's happening in the markets and discuss how it might affect your investments. So hello, Liz Ann. We're back again this week, and we've got a lot of inflation data that have been released and a pretty meaningful market reaction, both equities and in bonds. We got the Consumer Price Index and the Producer Price Index this week.
Does the Resilient Economy Equal a Higher Potential Growth Rate?

Jan 10, 2025 | schwab.com | Liz Ann Sonders |Kathy Jones

LIZ ANN SONDERS: I'm Liz Ann Sonders. KATHY JONES: And I'm Kathy Jones. LIZ ANN: And this is On Investing, an original podcast from Charles Schwab. Each week, we analyze what's happening in the markets and discuss how it might affect your investments. LIZ ANN: Well, Kathy, welcome back to the podcast. It is nice to be back, or at least I'll speak for myself after a few weeks off. So how were your holidays? How was the beginning of the new year for you? KATHY: Great, yeah, thanks, Liz Ann.
It Was a Very Good Year

Jan 7, 2025 | advisorperspectives.com | Liz Ann Sonders |Kevin Gordon

Sign me up to receive email newsletters from VettaFi Advisor Perspectives 2024 was another year of mega-cap dominance from several angles: the three sectors that house the Mag7 were the best performers; the 10 largest stocks in the S&P 500 increased their weight to nearly 40% of the index; and the only two sectors that saw positive performance following the election through the end of the year were Communication Services and Consumer Discretionary.
It Was a Very Good Year

Jan 5, 2025 | schwab.com | Liz Ann Sonders |Kevin Gordon

It was a banner year for U.S. stocks in 2024, although the fuller story can be told under the surface of the capitalization-weighted indexes like the S&P 500. As shown below, the S&P 500 was up more than 23% in 2024, bested by both the Nasdaq (up nearly 29%) and the Nasdaq 100 (up nearly 25%). Those gains were boosted by the Magnificent 7 group of stocks (up nearly 67%) along with a handful of other mega-cap stocks (more on that below).
2025 U.S. Stocks and Economy Outlook

Dec 11, 2024 | advisorperspectives.com | Liz Ann Sonders |Kevin Gordon

We've often chuckled at comments about "markets hating uncertainty"…as if there have ever been periods of certainty. But as we close the books on 2024 and peer into 2025, perhaps the uncertainties this time are of a magnitude beyond the norm. President-elect Trump's policy proposals have always sparked intense debate, but the extreme uncertainties surrounding them—and the myriad associated crosscurrents—have made it difficult to forecast their impact on both domestic and global conditions.
U.S. Stocks and Economy 2025 Outlook

Dec 9, 2024 | schwab.com | Liz Ann Sonders |Kevin Gordon

We've often chuckled at comments about "markets hating uncertainty"…as if there have ever been periods of certainty. But as we close the books on 2024 and peer into 2025, perhaps the uncertainties this time are of a magnitude beyond the norm. For illustrative purposes only.
How Do You Build a Bond Portfolio?

Dec 6, 2024 | schwab.com | Kathy Jones |Liz Ann Sonders

KATHY JONES: I'm Kathy Jones. LIZ ANN SONDERS: And I'm Liz Ann Sonders. KATHY: And this is On Investing, an original podcast from Charles Schwab. Each week, we analyze what's happening in the markets and discuss how it might affect your investments. LIZ ANN: Well, hi, Kathy. I hope that you got a bit of a break last week with the Thanksgiving holiday. It's hard to believe we are now into December. And as you, I'm sure, remember the theme of our last episode was uncertainty in the market.