Kathy Jones
Managing Director, Chief Fixed Income Strategist, Charles Schwab

About Kathy Jones

Kathy Jones is Managing Director and Chief Fixed Income Strategist for the Schwab Center for Financial Research. She is responsible for interest rate and currency analysis as well as fixed income education for Schwab clients and the public.

Prior to joining Schwab in 2011, Kathy was a fixed income strategist at Morgan Stanley, where she specialized in global macro-strategy covering domestic and international bonds and foreign exchange. She has also been a consultant in the alternative investment area and previously served as executive vice president of the Debt Capital Markets division of Prudential Securities.

Kathy has analyzed global bond, foreign currency, and commodity markets extensively throughout her career as an investment analyst and strategist, working with both institutional and retail clients. She makes regular broadcast appearances on Bloomberg TV, Yahoo Finance, and CNBC and is often quoted by The Wall Street JournalThe New York TimesFinancial Times, and Reuters.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

Education

MBA, Finance, Kellogg Graduate School of Management, Northwestern University

BA with Honors, English literature, Northwestern University

Get Kathy’s perspective

The Federal Reserve Pivots to Easing December 13, 2023 6:27 PM   |  

The Federal Reserve's latest decision suggests that policymakers are encouraged by lower inflation and may pivot to rate cuts in 2024.

4 min read  |  Federal Reserve
Fixed Income Outlook: The Rocky Road Bond Market December 6, 2023 3:07 PM   |  

Although some volatility may continue, we believe interest rates have peaked. We expect lower Treasury yields and positive returns for investors in 2024.

6 min read  |  Market Insights
Where Is the U.S. Dollar Headed? October 2, 2023 1:36 PM   |  

Expectations of "higher for longer" U.S. interest rates has helped drive the dollar's recent rally.

5 min read  |  Federal Reserve
Fed Pauses but Projects One More Hike This Year September 20, 2023 8:26 PM   |  

The September Federal Reserve meeting provided few surprises, but ongoing uncertainty about the Fed's next move may mean more volatility ahead.

5 min read  |  Federal Reserve
Fitch Downgrades U.S. Credit Rating August 2, 2023 3:45 PM   |  

The surprise move takes the rating to AA+ from AAA.

4 min read  |  Economic Trends
Fed Raises Rates, Leaves Door Open to More Hikes July 26, 2023 6:14 PM   |  

In a unanimous decision, Federal Reserve policymakers raised the federal funds rate to 5.5%, the highest point since 2001.

5 min read  |  Federal Reserve
Bank Turmoil: What Does It Mean for Fed Policy? March 14, 2023 11:05 AM   |  

The situation may relieve some pressure on the Federal Reserve, possibly leading to a pause or slowing in its current rate-hike cycle.

5 min read  |  Economy
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