Episode Details

Back to Episodes

Good Vibes, Bad Market? | S2 E064 | 07-29-25

Season 2 Episode 64 Published 1 year, 1 month ago
Description

Consumer confidence is rising—and so are Americans’ expectations for their financial future. In this episode of Markets with Megan, Megan covers the Conference Board’s July Consumer Confidence Report, which shows:

✅ Expectations hit a 5-month high
✅ Income confidence at a YTD high
✅ Inflation expectations drift lower to 5.8%
✅ Labor market outlook softens
✅ Markets down despite upbeat sentiment

So what’s behind the optimism? From tariff progress to a potential tax bill and strong economic data, consumers are feeling better about what’s ahead—even as the job market softens and stocks face valuation pressure.

👀 Coming tomorrow: GDP preview + Fed meeting analysis

🎧 Want more market insight every week? Subscribe now:
https://marketswithmegan.fm

#MarketsWithMegan #ConsumerConfidence #EconomicData #GDPReport #InflationOutlook #Tariffs #FedMeeting #InterestRates #USMarkets #StockMarketUpdate #MarketTrends #InvestorSentiment


https://youtu.be/Pb0rPV5Zj0s

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...

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us