Equity Euphoria or Economic Mirage? July Recap | S2 E066 | 08-07-25
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
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