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Liz Thomas
SoFi finance professional and market strategist who provides macro and sector analysis, focusing on labor, inflation, credit trends, and sector rotation.
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Nov 25, 2025
• 24min
The Numbers Are Not What They Seem...
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Liz Thomas, a finance professional and market strategist at SoFi, joins Guy Adami for an insightful discussion on current financial trends. They delve into the recent S&P 500 rally linked to optimistic job numbers and potential Fed rate cuts. Liz explains how rising labor force participation can impact unemployment figures. They analyze economic stress signals like increasing delinquencies and explore sector-specific opportunities, particularly in healthcare and biotech. Additionally, the dynamics of the yen carry trade and Bitcoin as a risk indicator are examined.
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