Market Update: All Eyes on the Fed

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Chief Investment Officer Joseph “JP” Powers discusses Q2 earnings, jobs, inflation and the Fed’s next move.

Join JP as he breaks down second-quarter earnings results against an uncertain tariff policy backdrop and contrasts those strong results with job-market weakness and stubborn inflation. He discusses how these factors could affect Federal Reserve policy ahead of its annual Jackson Hole summit and September meeting—is a rate cut on the table? Watch now for JP’s perspective.

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November 10, 2025

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