Why Corporate Earnings Matter for Stocks, Bonds & the Fed

Why Corporate Earnings Matter for Stocks, Bonds & the Fed

From On Investing by Charles Schwab

April 17, 2026 · 30 min · Episode 110

About this episode

Liz Ann Sonders and Collin Martin discuss the implications of corporate earnings on stocks and bonds amidst various economic factors.

As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.

People in this episode

Host: Charles Schwab

Guests: Liz Ann Sonders, Collin Martin

Topics covered

  • corporate earnings
  • stocks
  • bonds
  • geopolitics
  • inflation
  • Federal Reserve
  • market outlook

Keywords

  • corporate profits
  • earnings season
  • market outlook
  • geopolitics
  • inflation
  • Federal Reserve
  • tariffs

Mentioned in this episode

Organizations: Fed

More episodes of On Investing

Explore listener stats, chart rankings, contacts and more on the On Investing podcast page.