Markets Are Up, Jobs Are Cooling: What Investors Should Know

07/08/2025 29 min
Markets Are Up, Jobs Are Cooling: What Investors Should Know

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Episode Synopsis

Markets remain near all-time highs, and investor sentiment is strong — but a softer July jobs report, along with downward revisions to prior months, points to a cooling labor market. Heritage Financial CIO, Bob Weisse, joins CEO, Sammy Azzouz, to discuss what this means for the Fed, the economy, and investors. They also break down key valuation metrics (CAPE vs. PE ratios), share views on market efficiency, and examine the potential impact of new tariffs. Tune in for timely insights on markets, economic data, and how they’re influencing portfolio strategy today.Send your questions to [email protected],Visit us at www.heritagefinancial.net.And, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.