In this week's episode, Kathy and Liz Ann discuss the June inflation data, its implications for the market, and the Federal Reserve's policy decisions. They explore the impact of tariffs on inflation, the rise in global yields, and the dynamics of the dollar. The discussion also touches on complacency, the influence of AI on the economy and the challenges facing stagnation in the housing market.

On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.

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