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 Timestamps01:16 – Market recap: highs, lows, and a sharp reversal in 202503:15 – Reasons for optimism: earnings, profit margins, and AI-driven CapEx07:28 – Capital inflows and trade developments boosting the U.S. economy09:06 – Why tolerating volatility is key to long-term investing success11:40 – Spotlight on the Federal Reserve: July meeting takeaways and future rate cuts14:59 – Rare dissent within the Fed: first in 30 years16:51 – Jobs report revisions and implications for monetary policy19:09 – Criticism of the Fed’s reliance on backward-looking and flawed data21:31 – Inflation, tariffs, and why the data doesn’t match the headlinesConnect with Julina Ogilvie:WebsiteYouTubeLinkedInEmail- [email protected] 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

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