U.S. equity markets remain near record highs, even as softer economic data emerges. Signs of a weakening labor market have strengthened expectations for Fed rate cuts—fueling optimism in risk assets. Yet, that same softness also raises concerns about a downturn in the economy.

In the August 2025 edition of “Markets Monthly: Strategies & Perspectives,” Wealth Enhancement investment specialists provide market updates and economic insights.

Aya Yoshioka breaks down inflation worries, labor shifts & market moves on 7 Market Movers. Investors eye Powell’s Jackson Hole speech for Fed signals.

This week on 7 Market Movers, Gary Quinzel, Wealth Enhancement’s Vice President of Portfolio Consulting, discusses the newly implemented reciprocal tariffs going live, softer labor data raising concerns about economic momentum, and volatile commodity pricing, which could reshape the inflation narrative yet again.

In this month's investment market commentary, find out how equity markets nearly reached all-time highs while signs of economic moderation have begun to appear.

Despite facing severe headwinds, the S&P 500 closed Q2 at an all-time high. Investors remain optimistic, although elevated market valuations and margin-driven earnings growth signal potential vulnerabilities.

In the June 2025 edition of “Markets Monthly: Strategies & Perspectives,” get market updates and insights from Wealth Enhancement’s Investment Management team.

Explore the latest economic insights with Aya Yoshioka in this episode of 7 Market Movers. From strong job growth and easing inflation to fiscal policy impacts and bond market trends—get the key takeaways shaping markets in 2025.