The July NFIB Small Business Optimism Index just came in better than expected and it's now at its highest level since August 2025. Understand why this report matters, especially since small businesses make up nearly half of the private sector labor force.
Underneath the headline number, the details tell an interesting story. Job openings, hiring plans, and capital expenditure intentions all jumped, painting a different picture than what showed up in last week's jobs report. With the CPI report landing tomorrow, this data could shape how markets read the Fed's next move.
In this episode:
- Why the NFIB Index just hit its highest reading since August 2025 - What rising job openings and hiring plans could signal for the labor market - How capital expenditure plans, partly tied to AI spending, jumped to a multi-year high - Why small business hiring sentiment looks so different from last week's jobs report - What tomorrow's CPI report could mean for the Fed's next decision
If you're trying to make sense of where the labor market and the Fed go from here, this one's worth five minutes of your time. Subscribe so you don't miss next week's breakdown.
For a history of all Markets with Megan episodes, visit: https://marketswithmegan.FM
Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the c...
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