This chapter explores the impact of rising interest rates on well-capitalized companies and weaker companies, discussing the advantages and challenges they face. It also highlights the shift from a consumption-driven economy to an investment-driven economy, considering factors such as consumer spending, labor market uncertainty, geopolitics, and upcoming elections.
Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up.
Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss:
- Why investors should pay attention to the S&P 600.
- Cracks in consumer spending.
- The year of efficiency, part two.
- A major tailwind for the economy.
Host: Deidre Woollard
Guest: Liz Ann Sonders
Producer: Ricky Mulvey
Engineers: Tim Sparks, Chace Przylepa
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