Episode 013: Welcome to "Markets with Megan," where Megan Horneman, the Chief Investment Officer at Verdence Capital Advisors, provides insightful economic analysis. Today, Megan discusses the recent surprise moves by the Bank of England and what this may mean for global banks as a whole.

https://youtu.be/OTF04SKmdCo

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...

Are you ready to unravel the mystery behind the swift market movements influenced by a surprising ADP payroll report? Let's join Megan Hornemann, our Chief Investment Officer at Verdon's Capital Advisors, as she expertly unpacks the economic turbulence driven by an unexpected creation of 497,000 jobs instead of the predicted 225,000. This episode is all about exploring the correlation between job reports and market fluctuations and how they're steering the Federal Reserve's next move.

While you might be elated over the great job market headlines, Megan brings a fresh perspective by reminding us that these figures are, after all, a lagging indicator. She provides clarity on the impact of these developments on both the equity and bond markets. Expect to gain insights on how to navigate the high valuations and the fading rally of the second quarter. We welcome your queries and comments as we stir up a intriguing discussion on these market changes. Stay tuned as we come back with more analysis after the big report tomorrow.

https://youtu.be/Ox9nu2B4MDw

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...

Get ready to step into the world of finance and economics with our distinguished guest, Megan Horneman, the Chief Investment Officer for Verdence Capital Advisors. She's here to unravel the economic repercussions of the recent Supreme Court decision overturning Biden's Student Loan Forgiveness Program. Given that around 40 million Americans are shouldering almost $2 trillion in student loans, the verdict marks a significant shift, hinting at potential financial burden on the horizon as the loan payment suspension is predicted to lift by late summer.

This episode is peppered with insights on how this pivotal legislative decision can possibly chip away half to 1% off the GDP. With the equity market in a strong rally, we discuss the noticeable downward trend in sectors like apparel and luxury goods, indicating a potential fall in discretionary spending due to the financial strain. We delve into the recent softening in personal spending and the potential challenges it can pose to the economic growth. Tune in for this engaging conversation that intertwines law, finance, and economics, and don't hesitate to share your thoughts, queries, or comments at podcast at verdence dot com

https://youtu.be/u--vCsj9MNY

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...

How would you like to peel back the layers of the recent GDP report for the first quarter? Prepare to dig deeper as Megan Horneman, Verdence Capital Advisors' Chief Investment Officer, reveals the critical factors behind the surprisingly positive outcome. She'll guide you through the equity markets' upbeat reaction and explain how an uptick in exports and personal consumption have played a starring role. But don't be fooled, this report is essentially backward-looking, and Megan is here to clear the fog.

Megan alerts us to less obvious details in the report that may not bode as well for the future as it seems. She'll explore the weakening service sector and capex spending, both of which were vital contributors to the first quarter's success, but can they hold up under scrutiny? Despite the rosy first quarter figures, she gives us a reality check about the less than promising outlook for the second quarter data. So, if you're eager to decode the complexity of GDP reports and what they could mean for the future, this episode is your gateway.

https://youtu.be/p5b-42gOHUU

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...