Markets with Megan: A Two-Minute Financial Markets Update

Megan Horneman
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Markets with Megan: A Two-Minute Financial Markets Update

Empower yourself with knowledge, one fact at a time. Markets with Megan is a two-minute financial markets podcast hosted by Megan Horneman, the CIO of Verdence Capital Advisors. Megan provides experienced analysis and in-depth insights that go beyond the daily headlines to unravel the economy's intricacies and indicators.

  1. DEC 19

    Markets Rebound Amid Upgraded GDP Data | Episode 196 | 12-19-24

    The equity markets show signs of recovery after yesterday's steep selloff following the Fed's latest actions. Today, December 19th, we explore what's driving this rebound and analyze key economic data, including an upgraded GDP growth rate for Q3. Consumer spending remains resilient, with a notable boost in service sector activity and exports. Join us for insights into these developments and what they mean for the markets. Stay informed—subscribe to Markets with Megan.https://youtu.be/AzN_Y3a...

    2 min

  2. DEC 19

    Fed's Rate Cut Sparks Market Sell-Off and Inflation Concerns | Episode 195 | 12-19-24

    The Fed's latest rate cut surprises the markets, revealing a shift in their inflation outlook and reducing anticipated cuts for next year. Investors react negatively, reassessing economic projections and adjusting their strategies accordingly. Verdence CIO, Megan Horneman recaps the last 24 hours and what to anticipate into the new year:- Fed cuts interest rates by 25 basis points, but markets sell off sharply- Market expectations for next year's rate cuts reduced from four to two- Fed raises...

    3 min

  3. DEC 17

    Soaring Holiday Sales and Fed's Possible Rate Cut | Episode 194 | 12-17-24

    Can a string of robust retail sales figures foretell the Federal Reserve's next move on interest rates? In this episode, Verdence CIO Megan Horneman recaps November's retail sales report that exceeded expectations for three months in a row. Amidst the holiday shopping frenzy, auto sales and a surge in internet shopping have influenced the retail landscape, while sectors like clothing and department stores lag. This economic snapshot provides insights as the Fed prepares for its pivotal meetin...

    4 min

  4. DEC 4

    Fed's Dilemma as Service Activity Slows | Episode 193 | 12-04-24

    How does a significant dip in the ISM Services Index affect the Federal Reserve's tightrope walk between inflation control and economic growth? Verdence CIO Megan Horneman uncovers the latest twists in the U.S. service sector's journey through expansion territory, with the index experiencing its sharpest drop since June. Unpack the mixed signals sent by November's data, where a broad decline in business activity, employment, and export orders contrasts with a stubbornly rising prices paid com...

    3 min

  5. DEC 3

    Trump's Return, Fed's Rate Cut, and Inflation Concerns | Episode 192 | 12-03-24

    In this podcast episode, "Markets with Megan," Megan recaps the pivotal economic and political developments of November 2024, marked by President Trump's return to the White House and Republican congressional dominance. This political clarity spurred an equity rally but also brought inflation challenges, particularly in services and housing. Megan takes a look at the Federal Reserve's 25 basis-point rate cut, its implications, and the gradual approach to future monetary policy shifts amidst p...

    6 min

  6. NOV 26

    Fed Minutes, Market Moves, and a 60-Day Ceasefire | Episode 191 | 11-26-24

    Break down the key insights from the November 7th FOMC meeting with Verdence CIO Megan Horneman. What does a balanced risk between inflation and employment mean for the future of rate cuts? Megan explores this cautious yet open-minded stance and what it signals for the economy. Find out how firms' hiring selectivity and reluctance to raise prices paint a complex picture of the current landscape. We examine the Fed's data-driven approach, dissecting how these dynamics might shape decisions as ...

    3 min

  7. NOV 18

    Powell Spooks Equity Markets | Episode 190 | 11-18-24

    In this episode, Verdence CIO Megan Horneman breaks down last week’s market turbulence following comments from the Federal Reserve and new inflation data. After a period of post-election optimism, reality set in as Fed Chair Jerome Powell highlighted the challenges of persistent inflation and the uncertainty surrounding future interest rate cuts. Key economic indicators, including retail sales and housing costs, suggest a slowing consumer and elevated inflation, which could make the Fed cauti...

    4 min

  8. NOV 13

    Inflation Stubbornly High and Fed's Rate Decision Looms | Episode 189 | 11-13-24

    In today’s episode, Verdence CIO Megan Horneman, breaks down the latest Consumer Price Index (CPI) report for October, highlighting the persistent contributors to inflation. Despite a year-over-year headline increase of 2.6%, the core CPI remains high at 3.3%. A key factor? The service sector continues to drive inflation, with services excluding energy up 4.8% from last year. Housing costs, particularly owner’s equivalent rent, are also major contributors, rising 5.2% year-over-year. Addition...

    2 min
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About

Empower yourself with knowledge, one fact at a time. Markets with Megan is a two-minute financial markets podcast hosted by Megan Horneman, the CIO of Verdence Capital Advisors. Megan provides experienced analysis and in-depth insights that go beyond the daily headlines to unravel the economy's intricacies and indicators.

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