skinny.

Latest / Markets with Megan: A Quick Financial Markets Update

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…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.