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.

Inflation, Oil & Uncertainty

Liz Ann and Collin examine how geopolitical tensions, rising energy prices, and shifting inflation expectations are driving sharp rotations beneath the surface of equity markets.

March 20, 2026 • Liz Ann Sonders • Collin Martin

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Kathy Jones' Market Lessons

As Collin Martin prepares to take over as co-host of the show, Kathy Jones reflects back on lessons learned from her career in the investing world.

March 06, 2026

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The Fed's Balancing Act

Claudia Sahm discusses the Fed's balance sheet and the impact of AI on the labor markets. And Kathy Jones announces her upcoming retirement.

February 27, 2026

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Mixed Signals & Moving Targets

Liz Ann Sonders and Kathy Jones are joined by Kevin Gordon to discuss mixed economic signals, Fed policy uncertainty, as well as AI-driven investment and productivity gains.

February 20, 2026

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Jobs Data & AI Market Shocks

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.

February 13, 2026

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Breadth Is Back

Dennis DeBusschere joins Liz Ann Sonders to discuss why strong post‑COVID productivity, a weaker dollar, and evolving AI dynamics are reshaping macro trends.

February 06, 2026

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Lessons From Market Wizards

Kathy Jones interviews Jack Schwager, famed author of the "Market Wizards" series, about how top traders think.

January 30, 2026

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A Week of Whiplash

Kathy Jones and Liz Ann Sonders discuss market volatility, tariffs, Greenland, Japanese bond yields, and some momentum toward precious metals.

January 23, 2026

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The Latest Threat to Fed Independence

With continuing pressure on Fed independence and mixed signals from the economy, how will the markets react?

January 16, 2026

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The Markets React to Venezuela

Liz Ann Sonders and Kathy Jones discuss the market reactions to the news out of Venezuela and analyze the latest economic indicators.

January 09, 2026

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Closing Thoughts on 2025

At the end of 2025, Liz Ann Sonders and Kathy Jones assess the resiliency of the economy.

December 19, 2025

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2026 Market Outlook

As we approach 2026, what can investors expect from the equities market, fixed income, and the overall US economy in the new year?

December 12, 2025

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Markets Expect a Cut

Liz Ann Sonders and Kathy Jones review the Federal Reserve’s latest dilemma and the complexity of policy setting in this environment.

December 05, 2025

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The Confidence Map

Liz Ann Sonders and Peter Atwater delve into how investor confidence, market narratives, and the "K-shaped economy" are influencing the current market cycle.

November 21, 2025

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After the Shutdown

Mike Townsend joins the show to discuss the political implications of the recent government shutdown and how it might affect the markets.

November 14, 2025

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The Economy in a Data Desert

Liz Ann Sonders and Kathy Jones discuss the economic data implications of the ongoing government shutdown and which indicators matter most.

November 07, 2025

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Fed’s Balance Sheet

David Beckworth and Kathy Jones discuss the evolution of the Fed’s balance sheet and the future of digital currencies.

October 31, 2025

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Jitters in the Credit Markets

Kathy Jones and Collin Martin discuss why some high-profile failures and defaults have sent jitters through the credit markets.

October 24, 2025

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Monetary vs. Fiscal Policy

Patrick Harker, former President of the Federal Reserve Bank of Philadelphia, joins the show to discuss monetary policy, inflation expectations, and more.

October 17, 2025

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Reliance on Alternative Data

With the U.S. government shutdown and the absence of some employment data, what proxies are analysts using to assess the health of the economy?

October 10, 2025

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Corporate Credit Landscape

Joel Levington joins the show to discuss corporate credit, private credit, the auto industry, ratings agencies, and more.

October 03, 2025

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Central Banks Face Uncertainty

Robin Brooks of the Brookings Institution joins Kathy Jones for a discussion about central bank policy around the world and the status of the dollar.

September 26, 2025

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Labor Markets & Rate Cut

The Fed finally cuts rates, and Freya Beamish joins the show to discuss evolving labor market dynamics.

September 19, 2025

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Public & Private Markets Converge?

Steven Meier, Deputy Comptroller and Chief Investment Officer for the New York City retirement systems, joins the show to discuss capital markets and public finance.

September 12, 2025

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Housing Market Dynamics

Liz Ann Sonders and Kathy Jones examine the state of the housing market in terms of real incomes, affordability, and willingness to take on debt.

September 05, 2025

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Rate Cut Coming? Sectors to Watch

Kevin Gordon joins the show to discuss Fed independence and the potential impact of rate changes on various sectors of the economy.

August 29, 2025

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Muni Bond Market Update

Cooper Howard joins the show to discuss trends and opportunities in the muni bond market.

August 22, 2025

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Inflation Edges Up

Liz Ann Sonders and Kathy Jones break down the latest CPI data, consider a potential rate cut, and take a look at concentration in the stock market.

August 15, 2025

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What's the Tariff End Game?

Kevin Gordon joins Kathy Jones to discuss the latest economic indicators, including implications from the latest round of tariffs.

August 01, 2025

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Trends in the Credit Markets

Kathy Jones and Collin Martin explore leveraged loan market dynamics, recent issuance trends, and TIPS as an inflation hedge.

July 25, 2025

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Latest Inflation Numbers

Kathy Jones and Liz Ann Sonders analyze the latest inflation data, stagnation in the housing market, and other economic trends.

July 18, 2025

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Tariffs & Deficits

Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."

July 11, 2025

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Markets and Economy

Geopolitics & the Markets

Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.

June 27, 2025

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Markets and Economy

'Muddiness' & Uncertainty

Liz Ann Sonders and Cameron Dawson of NewEdge Wealth discuss the uncertainty in the market and how that could impact portfolio construction.

June 13, 2025

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Markets and Economy

Tariff-Related Impacts Continue

How could ongoing tariffs and the “One Big Beautiful Bill” impact the US economy?

June 06, 2025

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Markets and Economy

Sentiment vs. Hard Data

Liz Ann Sonders and Kathy Jones analyze the divergence between hard economic data and consumer sentiment in the markets.

May 30, 2025

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This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned 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 decisions.

All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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.

Any investments reflected are for illustrative purposes only and are not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.

Past performance is no guarantee of future results.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

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