Episode Details

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...