‘Muddiness’ & Uncertainty in the Markets (With Cameron Dawson)
Kathy Jones and Liz Ann Sonders discuss recent unemployment data, the upcoming Fed meeting, and the performance of the Magnificent 7 stocks. Then, Liz Ann Sonders and Cameron Dawson, Chief Investment Officer of NewEdge Wealth, discuss the “muddiness” in the current economic data and the overall landscape, focusing on inflation, tariffs, consumer behavior, corporate margins, and the outlook for earnings. They explore the complexities of the bond market, foreign demand for US securities, and the implications of corporate balance sheets on the economy. Their conversation also highlights the importance of international diversification and strategic portfolio construction in uncertain times.You can read Liz Ann and Kevin’s midyear report, “2025 Mid-Year Outlook: U.S. Stocks and Economy,” on schwab.com.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. 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