Liz Thomas

Liz Thomas, a Senior Market Commentator at SoFi, dives into the latest economic trends, particularly Japan's weakening yen and its global impact. She explains the unusual volatility in a calm market and how mortgage rates affect housing affordability. The discussion highlights consumer sentiment's inflation signals and Bitcoin's surprising correlation with the Nasdaq instead of gold. Liz shares insights from her podcast with Jenny Harrington, emphasizing dividend investing. Overall, it's a riveting analysis of market relationships and investor implications.

Liz Thomas, market strategist known for macro and commodities analysis. She discusses oil supply risks around the Strait of Hormuz and how shipping disruptions could constrain markets. She warns markets may be underpricing a prolonged conflict and inflation pressure. She outlines energy's bite into consumer spending and what higher oil means for stocks, sectors, and Fed policy.