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Join Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, as she reviews the latest jobs report. While the headlines flash the creation of 216,000 new jobs, Megan looks behind the headlines, revealing a potential slowdown in the workforce. This episode isn't just about the numbers; it's an exploration of the subtle shifts that suggest bigger economic currents are at play. From the surprising dip in labor force participation to the rise in average hourly earnings, Megan's analysis considers the nuances that might escape a casual glance, and what these changes suggest about the future of inflation and the Federal Reserve's next moves.
How will a near-contraction in the ISM services report affect where we spend our money? What does the increase in part-time employment for economic reasons mean for the overall job market? As we dissect these indicators, we also confront the market's reaction—equity rallies and dips in bond yields—while forecasting the Fed's interest rate decisions.
Watch today's episode here: https://youtu.be/u4wrsW2UsH0
Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...
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Join Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, as she reviews the latest jobs report. While the headlines flash the creation of 216,000 new jobs, Megan looks behind the headlines, revealing a potential slowdown in the workforce. This episode isn't just about the numbers; it's an exploration of the subtle shifts that suggest bigger economic currents are at play. From the surprising dip in labor force participation to the rise in average hourly earnings, Megan's analysis considers the nuances that might escape a casual glance, and what these changes suggest about the future of inflation and the Federal Reserve's next moves.
How will a near-contraction in the ISM services report affect where we spend our money? What does the increase in part-time employment for economic reasons mean for the overall job market? As we dissect these indicators, we also confront the market's reaction—equity rallies and dips in bond yields—while forecasting the Fed's interest rate decisions.
Watch today's episode here: https://youtu.be/u4wrsW2UsH0
Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...
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