About this episode
In this conversation, Liz Ann Sonders interviews Dario Perkins of TS Lombard. They discuss the growing international skepticism towards U.S. policy, the implications of trade deficits and capital account surpluses, and the risks of recession in the current economic climate. They explore the Federal Reserve's reaction function in light of labor market dynamics and the political influence on monetary policy. The discussion also touches on the potential for a "Liz Truss moment" in the U.S. and concludes with a look at the bull case for the U.S. economy. Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week. You can keep up with Dario Perkins on X or follow his podcast Perkins Vs Beamish . 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 Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing. 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. 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, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All 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. Currency trading is speculative, volatile and not suitable for all investors. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. BLS is the Bureau for Labor Statistics. The Sahm Rule identifies signals related to the start of a recession when the three-month moving average of the national unemployment rate (U3) rises by 0.50 percentage points or more relative to its low during the previous 12 months. 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. (0525-RV98) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.