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On Investing

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

Inflation appears a lingering issue after the Producer Price Index for December showed wholesale prices rose 0.5%, above expectations, suggesting the next PCE report might be hot.

U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
Supreme Court Strikes Down Tariffs

In a 6-3 decision, the highest court in the U.S. ruled that President Trump lacks the legal authority to impose sweeping tariffs. But the administration has a Plan B in place.
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On Investing

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.
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Washington Watch

The Department of Homeland Security has shut down, but impact has been limited so far. Here's what to expect.
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Bond Insights

Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward. Here are answers to some of the top questions.
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Market Outlook

AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
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On Investing

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.

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