Wealth Enhancement's Doug Huber shares market insights from the week, highlighting state election results, the ongoing government shutdown’s airline impact, and weak labor data. Markets dipped slightly as the Fed watches employment trends. Doug also covers high valuations in the market and what those could mean for portfolios.

Explore 2025’s top states for new home construction. Learn where housing is booming, what drives regional growth, and how trends impact your move or investment.

The Fed’s first rate cut of 2025 signals a shift in policy as labor market weakness becomes the central focus. While equities—especially tech stocks—rallied, inflation and tariff risks remain unresolved. Markets expect further rate cuts this year, but timing will hinge on upcoming jobs and inflation data.

This week on 7 Market Movers, Portfolio Consulting Director Aya Yoshioka discusses the interplay between tariffs and inflation and the most recent trade deal with Japan. Aya also covers what we can expect from Q2 earnings reports over the next week. She anticipates that updates on capital expenditures and artificial intelligence will dominate headlines. Watch to hear more macroeconomic updates, including labor market and unemployment data and what those could signal for the markets.