Summer Recess: Why the Fed Matters and Markets Keep Moving Artwork

Women on Wealth, By Women For Women

Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!

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Women on Wealth, By Women For Women

Summer Recess: Why the Fed Matters and Markets Keep Moving

September 03, 2025 • Julina Ogilvie

In this episode of Women on Wealth, Julina Ogilvie is joined by Bob Paolucci, Founder and CEO of Principle Wealth, to break down the mid-year market environment in Summer Recess. Together, they explore where the markets stand so far in 2025, reasons for optimism, and the Federal Reserve’s dependence on backward-looking data around employment and inflation.

This adapted version of Principle Wealth’s monthly webinar includes insights on market reversals, corporate earnings, business spending on AI, Fed policy shifts, and the real story behind recent jobs data revisions.

⏱️ Episode Timestamps

01:16 – Market recap: highs, lows, and a sharp reversal in 2025
03:15 – Reasons for optimism: earnings, profit margins, and AI-driven CapEx
07:28 – Capital inflows and trade developments boosting the U.S. economy
09:06 – Why tolerating volatility is key to long-term investing success
11:40 – Spotlight on the Federal Reserve: July meeting takeaways and future rate cuts
14:59 – Rare dissent within the Fed: first in 30 years
16:51 – Jobs report revisions and implications for monetary policy
19:09 – Criticism of the Fed’s reliance on backward-looking and flawed data
21:31 – Inflation, tariffs, and why the data doesn’t match the headlines

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Email- jogilvie@principlewealthpartners.com

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180