Closing Bell Closing Bell Overtime: Charles Schwab’s Liz Ann Sonders On What’s Next For Global Markets; JPM’s Tusa On Top Picks 7/8/25
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Jul 8, 2025 
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her expert insights on market momentum and the impact of recent tariff developments. Stephen Tusa, a renowned industrials analyst from JPMorgan, highlights why the industrials sector is poised for success in 2025. They discuss investor sentiment amidst policy uncertainties, the trend of global diversification, and the potential effects of tariffs on different industries. The conversation is rich with analysis that can guide strategic investment decisions in the current volatile market.
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Market Winners and Losers: Tech and Clean Energy
- AI leadership boosts chip stocks like NVIDIA near all-time valuations.
- Solar stocks suffer under weakened clean energy subsidies, alongside pressure on legacy scoring firms from policy changes.
Market Complacency Indicates Vulnerability
- The market shows complacency now, unlike the oversold condition in April.
- This complacency makes the market vulnerable to drops similar to those in April's first week.
Be Prepared for Tariff Uncertainty
- Expect tariff changes to be communicated unpredictably, affecting market reactions.
- Watch copper tariffs and pharmaceutical policies for broader economic impact.