Is it too soon to call the bottom? Megan Horneman, Chief Investment Officer of Verdence Capital Advisors gives follow-up to Monday's sell of and what that means moving forward. "We think it's too early to call this bottom", stating that volatility is not behind us.

Reason being? Economic data was light this week, a recession is still on the table due to the prices paid component spike, treasury auctions were weak, it's the season for pullbacks, and earnings still need to come down. There's still plenty to see and we don't think it's over.

While Markets with Megan won't have new episodes next week, the following week will have more economic data and market insights to share. Subscribe, like, and share with friends and colleagues and for more episodes, go to MarketsWith Megan.fm.

https://youtu.be/0bM3V5BQ27Q

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 co...

This is a Special Edition of Markets with Megan today after the markets experienced an incredibly volatile Monday. Is August truly the most treacherous month for equity markets? In this episode of Markets with Megan, we dissect the recent rollercoaster ride in global equities, marked by a sharp downturn followed by a fleeting "dead cat bounce." We delve into the abyss of plunging tech stocks, a skyrocketing VIX, and dipping yields, all triggered by a labor market report that spooked investors. Additionally, we examine the ripple effects of Japan's currency interventions and the ensuing anxiety among market participants.

Looking ahead, we emphasize the importance of a cautious yet strategic approach, highlighting the value of cash reserves and prudent risk management. With a volatile election season and an unpredictable Federal Reserve meeting on the horizon, our analysis offers insights into potential investment opportunities amidst the turmoil. While the road ahead appears bumpy, we assure you that we are not yet in bear market territory and still have attractive prospects to consider. Tune in to gain perspective on how to navigate what may be challenging in the months ahead.

https://youtu.be/VksPdZwLkGw

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 co...

Are central banks around the globe shifting gears? This week on Markets with Megan, Megan Horneman explores the pivotal monetary policy decisions that are shaping economies worldwide. From the Bank of Japan's unusual rate hike to defend a faltering yen to the Bank of England's unexpected rate cut amid a divided vote, the landscape is rapidly changing. The Central Bank of Brazil's cautious stance on inflation holds rates steady, and we dive into the Federal Reserve's hints at a potential September rate cut if economic conditions align.

Today, we unravel the implications of these central bank moves and what they mean for the future. With a critical U.S. unemployment report on the horizon, the Federal Reserve's dual mandate of price stability and maximum employment takes center stage. What does the recent rise in jobless claims signal for the labor market? Don't miss Megan's analysis and insights into these crucial developments. Remember to like, subscribe, and share!

https://youtu.be/iWC0B9NG26k

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 co...