Latest / The Julia La Roche Show
#126 Liz Ann Sonders On The 2024 Market Outlook, A Different Investing Environment, And Why You Can’t Rule Out A Recession
Liz Ann Sonders, Chief Investment Strategist for Charles Schwab, discusses the macro picture, behavior of asset classes, active management, Federal Reserve outlook, interpreting economic data, the yield curve and recession, the bond market vs. equity market, and lessons from the legendary late Marty Zweig.
Takeaways
* The current economic cycle is characterized by rolling recessions, with different sectors experiencing periods of growth and contraction.
* The relationship between bond yields and stock prices has historically been negative during inflationary periods and positive during…
The skinny
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