On Investing

Closing Thoughts on a Year of Uncertainty

On Investing

Show Notes

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

More from On Investing

Oct 16, 2026

TCW’s Bryan Whalen explains why higher rates and heavy debt issuance are reshaping credit markets and how hyperscalers are financing the AI buildout.

Oct 9, 2026

ADP Chief Economist Nela Richardson joins the show to discuss wage growth, AI's impact on jobs, labor market trends, and inflation.

Oct 2, 2026

What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.

Sep 25, 2026

The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.

Sep 18, 2026

What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?

See all episodes →