The latest U.S. employment report is shaking up Wall Street and could be the catalyst for long-awaited Fed rate cuts. 📉 In this episode of Markets with Megan, Megan Horneman breaks down the key numbers, market reaction, and what it all means for interest rates, inflation, and investors going forward.

👉 Are rate cuts finally on the table?
👉 What does the jobs data say about the labor market’s strength?
👉 How should investors position as the Fed debates its next move?

Stay ahead of the markets with clear, no-nonsense analysis.

🌐 More at: https://MarketsWithMegan.fm

#JobsReport #FederalReserve #InterestRates #StockMarket #Investing #Finance #Economy #RateCuts #LaborMarket #MarketsWithMegan

https://youtu.be/Now2LuLB1Dc

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 c...

📊 The Services Sector just dropped its latest ISM report, and it’s giving investors plenty to think about. While manufacturing has been weak for months, services are still holding up—but inflation pressures and employment signals are telling a different story.

In today’s episode of Markets with Megan, Megan Horneman breaks down:
✅ The key takeaways from the latest ISM Services data
✅ Why inflation pressures are far from gone 🔥
✅ What services strength means for the broader U.S. economy 🏦
✅ How the Fed may react to jobs + services trends in the coming months 💸

Get insights behind the headlines—so you know what’s really moving the markets.

🔗 Learn more at: https://marketswithmegan.fm

🔔 Subscribe & hit the bell for weekly market updates!

#MarketsWithMegan #ISMServices #EconomicData #FederalReserve #StockMarket #Inflation #JobsReport #InterestRates #Recession #Investing

https://youtu.be/FSSjpPyLwTw

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 c...

📊 Manufacturing in the U.S. just won’t recover. The latest ISM Manufacturing Index shows another month in contraction—making it 30 out of the past 32 months below 50. 

Headlines are calling this “good news” because prices paid dipped, but Megan Horneman discusses why the reality isn’t as positive as it sounds.

👉 In this episode of Markets with Megan, we cover:

Why U.S. manufacturing can’t shake its slump 🏭
The truth behind the “prices paid” data and Fed rate cut chatter 💸
How inflation pressures are still lurking despite optimistic headlines 🔥
What to watch next in the ISM Services report and jobs data 📅

Stay ahead of the markets with Megan’s no-spin insights.
🔗 Learn more at: marketswithmegan.FM

🔔 Don’t forget to subscribe and hit the bell for weekly updates!

#MarketsWithMegan #ISMManufacturing #EconomicData #FederalReserve #Inflation #StockMarket #Investing #Earnings #InterestRates #Recession

https://youtu.be/bVYWYv8N_Z8

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 c...

The 2Q earnings season recap is in — and the results were stronger than expected! 📈 Nearly 80% of companies beat Wall Street estimates, with year-over-year earnings growth topping 12%. That’s above both forecasts and the 10-year average.

In this episode of Markets with Megan, CIO Megan Horneman breaks down:
✅ Why recession fears are fading (mentions of “recession” fell 90% on earnings calls)
✅ How Amazon & Walmart surprised with stronger-than-expected retail performance 🛍️
✅ Why tech & semiconductors (led by Nvidia) drove the biggest gains 🚀
✅ What rising tariffs and shifting consumer spending habits could mean ahead
✅ Why 3Q earnings expectations may be too high — and could set up disappointment

Stay ahead of the markets with Megan’s insights.
👉 For more episodes, visit: MarketsWithMegan.fm

📊💼📉

#MarketsWithMegan #EarningsSeason #StockMarket #Investing #Economy #Amazon #Walmart #Nvidia #TechStocks #Recession

https://youtu.be/yqGy_umLX78

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 c...

Inflation continues to move in the wrong direction, complicating the Federal Reserve's September meeting decision despite market expectations for an interest rate cut. The latest core PCE data—the Fed's preferred inflation gauge—rose to 2.9% year-over-year in July, up from 2.8% in June, signaling persistent price pressures throughout the economy.

Breaking down the numbers reveals concerning trends beneath the surface. While headline PCE increased a modest 0.2% month-over-month as expected, the "super core" inflation measure (excluding both housing and energy) jumped dramatically to 3.3% annually, which is almost double June's rate. This acceleration in underlying inflation appears concentrated in the service sector, even as goods prices have shown some moderation.

The disconnect between economic data and market sentiment creates a fascinating dynamic heading into the FOMC's September meeting. Despite today's inflation warning signs, financial markets are still pricing in nearly a 90% probability of a rate cut. This puts the Federal Reserve in a precarious position. How do they address potential concerns in the labor market without reigniting inflation that clearly hasn't been fully tamed? 

The Fed must now walk an incredibly fine line, potentially easing monetary policy while simultaneously managing inflation expectations. As we head into Labor Day weekend, this balancing act represents one of the most significant challenges facing policymakers in the current economic cycle. What approach do you think the Fed should take?

https://youtu.be/sAKB-NV8WZA

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 c...

The latest jobless claims report is out, and the numbers are raising eyebrows. 📉 What does this mean for the U.S. job market, the Fed’s next move, and the broader economic outlook? Megan Horneman, CIO of Verdence Capital Advisors, gives insight in today’s episode of Markets with Megan.

✅ Key insights on jobless claims and labor market health
✅ How rising claims could impact inflation & interest rates
✅ What this means for your portfolio, investments, and future hiring trends
✅ Why the Fed is watching this data closely before making its next decision

Stay informed, stay ahead. 🧠💡

👉 For more episodes, visit: MarketsWithMegan.fm

#MarketsWithMegan #JoblessClaims #LaborMarket #Inflation #FederalReserve #Investing #Economy #StockMarket #Unemployment #Finance

https://youtu.be/NRNN5Hk4IcY

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 c...

The latest jobless claims report is out — and the numbers are raising eyebrows. 📉 What does this mean for the U.S. job market, the Fed’s next move, and the broader economic outlook? Megan Horneman, CIO of Verdence Capital Advisors, breaks it all down in today’s episode of Markets with Megan.

✅ Key insights on jobless claims and labor market health
✅ How rising claims could impact inflation & interest rates
✅ What this means for your portfolio, investments, and future hiring trends
✅ Why the Fed is watching this data closely before making its next decision

Stay informed, stay ahead. 🧠💡

👉 For more episodes, visit: MarketsWithMegan.fm

#MarketsWithMegan #JoblessClaims #LaborMarket #Inflation #FederalReserve #Investing #Economy #StockMarket #Unemployment #Finance

https://youtu.be/AovVcaUCS1U

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 c...

The August housing report is in, and it’s raising eyebrows. 🏡📉 In this episode of Markets with Megan, Verdence Chief Investment Officer Megan Horneman breaks down the latest Housing Starts and Building Permits data, what it signals for the real estate market, and how it ties into the broader U.S. economy.

With interest rates, inflation, and home affordability all in the spotlight, Megan answers the big questions:

🏠 Are higher borrowing costs slowing down builders?
📊 What does the permits vs. starts gap mean for future supply?
💵 How might this impact homebuyers, sellers, and investors?

Get the clarity you need on where housing is heading next and what it means for markets.

👉 Stay informed, stay ahead. Subscribe for weekly insights!

🎧 Listen to more epsiodes at https://MarketsWithMegan.fm

#MarketsWithMegan #HousingMarket #RealEstateNews #HousingStarts #BuildingPermits #HomePrices #MortgageRates #StockMarket #EconomicUpdate #FinancialPodcast

https://youtu.be/Mz9j1PCKiGM

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 c...

July 2025 was a historic month for U.S. equity investors! 📈 

In this episode of Markets with Megan, Verdence CIO Megan Horneman breaks down the key drivers behind the S&P 500 hitting 15 record highs, the behavior of the bond markets, and the latest economic data that had investors buzzing. 

🌍 From equity strength to interest rate expectations, Megan uncovers whether this market momentum has real staying power or if investors should prepare for a shift. 

Tune in for expert insight on:

📊 S&P 500 & Russell 1000 performance
💵 Bond yield trends
📉 Inflation signals
🏦 Central bank watch
📈 Broader economic indicators

🔔 Don’t forget to subscribe, share, and stay informed with sharp, unbiased commentary on the latest financial developments.

🎧 Listen to the full episode at https://MarketsWithMegan.fm

#MarketsWithMegan #S&P500 #EconomicUpdate #StockMarketNews #BondMarket #InflationWatch #InvestorInsights #MarketRecap #JulyMarkets #FinancialPodcast

https://youtu.be/rMdjgSF0EDc

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 c...

📉 U.S. jobless claims are rising. But is this a red flag for the economy or just a temporary shift in the labor market? 

In this episode of Markets with Megan, 📊 Chief Investment Officer Megan Horneman disects the latest unemployment data, what it means for the Federal Reserve’s interest rate policy, and how it could impact your investment strategy heading into the fall.

🏛️ Is the Fed’s tightening cycle finally cooling the job market?
💼 Are we seeing early signs of a soft landing, or is something deeper brewing beneath the surface?
📈 Megan breaks down the numbers and explains what investors should watch next in this fast-moving economic environment.

🎧 Whether you’re a financial professional, investor, or just trying to stay ahead of market trends, this episode delivers the insights you need — fast.

👉 Listen now and get clear, actionable analysis only on MarketsWithMegan.fm

#MarketsWithMegan #JoblessClaims #UnemploymentData #LaborMarketTrends #FederalReserve #InterestRatePolicy #InvestmentStrategy #EconomicInsights #StockMarketUpdate #WeeklyMarketRecap

https://youtu.be/fNHz4ZcTAig

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 c...