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. 2 DAYS AGO

    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

  2. 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

  3. NOV 7

    Fed's Rate Cut and Geopolitical Tensions | Episode 188 | 11-07-24

    In this episode, Verdence Chief Investment Officer Megan Horneman breaks down the latest Federal Reserve decision to cut interest rates by 25 basis points, bringing them to a target range of 4.50% to 4.75%. Megan discusses the Fed's shift in language regarding inflation, highlighting their updated focus on "progress" rather than "gaining confidence" in achieving their 2% inflation target. This subtle change has raised some eyebrows, especially as certain inflation metrics remain sticky. ...

    4 min

  4. NOV 6

    Trump's Election Sparks Market Surge and Economic Speculation | Episode 187 | 11-06-14

    "The Results Are In!" In this episode, Megan Horneman, Verdence CIO, dives into the market's response to the recent presidential election, where Donald Trump was elected as the 47th President of the United States. As the Republican Party gained control of the Senate and is on track to secure the House, markets responded with a historic rally, with the Dow Jones surging over 1,000 points. Specific sectors are benefiting from these political shifts, such as financials, industrials, and energy, ...

    7 min

  5. OCT 31

    Savings Decline, Credit Rises in September Core PCE Report | Episode 186 | 10-31-24

    Are rising inflation rates set to challenge the recent market rally? In our latest update, we unpack September's Core PCE reading, showing the largest monthly increase since April, reflecting pressures in service costs, including healthcare, and unexpected growth in goods prices like clothing and vehicles. With Core PCE up 2.7% over last year, just above forecasts, we examine the key factors influencing inflation and their potential impact on markets.We also address concerning trends in perso...

    3 min

  6. OCT 30

    Federal Reserve Policy in a Consumer-Driven Economy | Episode 185 | 10-30-24

    What if the backbone of our economy is powered by consumers spending on borrowed time? Today, Megan reviews the third-quarter GDP report, revealing how a modest 2.8% growth rate is largely driven by relentless consumer spending and federal government contributions. Despite the growth coming in slightly below expectations, the consumer's role in bolstering the economy is undeniable. She examine the implications of this consumer-driven expansion, particularly as individuals turn to credit in ma...

    3 min

  7. OCT 29

    Consumer Confidence Rebounds | Episode 184 | 10-29-24

    What if the recent surge in consumer confidence defies your expectations? Join us as we unpack the latest report showing an unexpected rise to levels not seen since December 2022. Hear why optimism in the job market could be a game-changer, even as it challenges recent employment data. We explore the intricate balance between consumer sentiments and the real economic indicators, all while keeping a keen eye on inflation concerns and the public's financial stability. Our discussion offers a lo...

    3 min

  8. OCT 25

    What's Driving the Markets? | Episode 183 | 10-25-24

    What's behind the market's current turbulence? Megan Horneman, Verdence CIO, looks at the impact of regional bank instability, sparked by New York Community Bank Corp's recent earnings revelation. Imagine the anxiety rippling through investors as the bank reports no profit potential until 2026. Could this be a harbinger of more widespread financial woes? Listen to see how these unsettling developments may push investors to reevaluate their strategies and consider taking profits off the table,...

    3 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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