Jobs Data, Fed Patience & AI’s Next Market Shock

Jobs Data, Fed Patience & AI’s Next Market Shock

From On Investing by Charles Schwab

February 13, 2026 · 15 min · Episode 102

About this episode

Liz Ann Sonders and Kathy Jones discuss employment data and the impact of AI on market fluctuations.

Liz Ann Sonders and Kathy Jones analyze the latest employment numbers and explore how AI driven headlines are fueling sharp, short term market rotations, particularly in financials.

People in this episode

Guests: Liz Ann Sonders, Kathy Jones

Topics covered

  • employment numbers
  • AI
  • market rotations
  • financials
  • Fed policy

Keywords

  • jobs data
  • Federal Reserve
  • AI market impact
  • financial markets
  • short term rotations

Mentioned in this episode

Organizations: AI, Federal Reserve

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