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Fed Clarity? Powell Signals Wait-And-See Mode | S2 E054 | 06-25-25

Season 2 Episode 54 Published 1 year, 2 months ago
Description

The Federal Reserve may finally be tipping its hand. In this episode of Markets with Megan, Megan discusses Jerome Powell’s two-day testimony to Congress and what it reveals about the Fed’s strategy heading into the second half of the year.

From interest rate timing to inflation risks and looming tariffs, this episode dives into the key takeaways every investor needs to know.

In this episode:
• Why the Fed is sticking to a wait-and-see approach
• What Powell said about inflation, tariffs, and the job market
• Why markets are now betting on a September rate cut
• The latest on easing capital rules for banks
• What to watch ahead with durable goods and PCE data on deck

Markets are steady for now. But with inflation sticky, economic data softening, and policy decisions looming, it’s anything but calm under the surface.

📌 Subscribe for more market breakdowns every week - go to https://marketswithmegan.fm/ for more

https://youtu.be/B0zpjZ_eOos

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...

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