In this conversation, Kathy and Liz Ann discuss the current state of market sentiment, underlying trends in the fixed income market and yield demand, and the disconnect between investors’ attitudes and behavior.
Then, Liz Ann interviews Matthew Shay, CEO of the National Retail Federation (NRF). The retail landscape in the United States has undergone significant challenges since the pandemic four years ago. Matthew Shay and Liz Ann discuss some of the supply-chain factors affecting retail sales, organized theft, and consumer spending. Shay goes on to explain the opportunities available to retailers as they adopt AI in back-end solutions and more front-of-the-house experiences in stores. Finally, Kathy and Liz Ann give their outlook for the data releases in the upcoming week and what to watch for in terms of jobs data and Fed signaling.
On Investing is an original podcast from Charles Schwab ( . For more on the show, visit schwab.com/OnInvesting ( .
If you enjoy the show, please leave a rating or review on Apple Podcasts ( .
Important Disclosures
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.
All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.
Investing involves risk, including loss of principal.
Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.
The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.
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 and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.
Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.
Indexes are unmanaged, do not incur management fees, costs, and expenses, and cannot be invested in directly. For additional information, please see schwab.com/indexdefinitions.
(0324-MZF7)
source
