Elizabeth Thomas

In this insightful discussion, Elizabeth Thomas, a SoFi markets analyst known for her expertise in macro and fixed-income topics, shares her thoughts on Japan's economic landscape and its potential ripple effects on global markets. She explains the significance of rising bond yields and yen appreciation, which may pressure U.S. equity and bond markets. The conversation also explores consumer sentiment, the performance of small-cap stocks, and the implications of upcoming economic data, along with a teaser for her mid-December outlook report.