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

Author: Megan Horneman

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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.

269 Episodes
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Markets are hitting record highs — but is it the Fed’s doing? Megan Horneman breaks down what’s really driving the rally, how the ongoing government shutdown could impact data and investor sentiment, and what the latest Fed minutes hint about the path into year-end 2025. 👉 Don’t miss Megan’s take on what could make or break the next market move. For a history go to http://MarketsWithMegan.FM #MarketsWithMegan #FederalReserve #StockMarketNews #GovernmentShutdown #EconomicUpdate #FedMinutes ...
It was a strong quarter for investors — but what does the third quarter of 2025 really tell us about where markets and the economy are headed next? In this episode of Markets with Megan, Verdence Chief Investment Officer Megan Horneman breaks down the biggest stories from Q3: the impact of the government shutdown, economic data delays, and how stocks, bonds, and commodities performed. Find out what sectors led the rally, where risks may be hiding heading into Q4, and what investors s...
⚠️ Day One of the Government Shutdown is here. From furloughed workers to shaken markets, uncertainty is spreading fast. In this Markets with Megan special Impact Report, Megan Horneman breaks down what the shutdown means for families, the economy, and Wall Street. 📊 Get estimates on how long this could last, the risks to consumer confidence, and where markets may be headed if Washington gridlock continues. 👉 Stay informed with clear, transparent market insights every week. 🔗 Get all episo...
We just got a first look at the August JOLTS Jobs Report and it’s telling us a lot about where the U.S. labor market stands. Megan Horneman, CIO of Verdence Capital Advisors reviews: ✅ Why job postings and unemployment data point to a new labor market equilibrium ✅ How the decline in the quits rate shows we’re back to pre-pandemic averages ✅ What this means for wage pressures and the Federal Reserve’s outlook ✅ Why this Friday’s September jobs report will be so important (shutdown permitting...
📉📈 Consumer confidence is swinging like a pendulum. One week optimism, the next week uncertainty. In this episode of Markets with Megan, unpack the latest consumer sentiment data—what it signals for the economy, the Fed’s next move, and, most importantly, your wallet. Megan Horneman discusses what’s really driving these shifts and why Wall Street is paying close attention. Is consumer confidence telling us the economy is stronger than expected, or warning of turbulence ahead? 👉 Don’t...
📊 The equity markets cheered today’s inflation report — but should they? On this episode of Markets with Megan, Megan Horneman breaks down the Fed’s preferred inflation gauge (core PCE), the latest personal income and spending data, and why consumer behavior may not be sustainable. Inflation has now been climbing for four consecutive months, sitting at a sticky 2.9% year-over-year. Meanwhile, spending continues to outpace income, driving the savings rate to its lowest level this year. What d...
🚨 The U.S. economy just shocked Wall Street… AGAIN. Despite predictions, growth keeps beating expectations. In this episode of Markets with Megan, Megan breaks down the latest economic data, including the final Q2 GDP reading, and what it means for markets, investors, and YOU. 📊 From surprise growth to shifting forecasts, CIO Megan Horneman unpacks the real story behind the headlines helping you see where the economy might be headed next. 👉 Want more smart market insights every week? 🔗 Get ...
The housing market is waking up, but is it a real rebound or just a rate-cut reaction? In today’s Markets with Megan, Verdence CIO Megan Horneman breaks down the latest economic data, the Fed’s decision, and what it all means for buyers, sellers, and investors. 👉 Will housing finally find momentum? Or is this just temporary relief before the next slowdown? Get clear, transparent insights that cut through the noise. Subscribe wherever you enjoy podcasts. Find a history of our podcasts at htt...
The Fed Cuts Rates Again—But Does the Math Add Up? The market got the rate cut it wanted—25 basis points—but the Fed’s projections are raising eyebrows. In this episode of Markets with Megan, Verdence Capital Advisors CIO Megan Horneman unpacks the details behind the Federal Reserve’s decision and why the dot plot might not tell the whole story. What’s behind the contradiction of stronger GDP, lower unemployment, higher inflation, and more rate cuts? Megan explains how the bond market is re...
🚨 The latest Retail Sales Report is out — and it’s telling us a LOT about the state of the consumer, inflation, and the economy. In this episode of Markets with Megan, Megan Horneman breaks down: 💳 Are U.S. consumers finally feeling the pinch? 📉 What weaker (or stronger) retail sales mean for economic growth 💡 How this data impacts the Fed’s rate cut decision 📊 Why Wall Street reacts so strongly to spending trends 🛍️ What it all means for markets and your money If you want to stay ahead of ...
🚨 The final inflation report is here before next week’s big Fed meeting! 🚨 In today’s Markets with Megan, Megan Horneman breaks down the August Consumer Price Index (CPI), the earlier Producer Price Index (PPI), and what both mean for the Federal Reserve’s upcoming decision on interest rates. 📊 Key topics in this episode: - CPI headline vs. core inflation 📉 - How energy & food costs shaped the data 🛢️🍔 - Why the PPI surprised to the upside 📦 - Market reaction: stocks, bonds, and commodi...
The Producer Price Index (PPI) is out — and it’s sending a big signal about inflation, the Fed, and the future of markets. In this episode of Markets with Megan, Megan Horneman breaks down: ✅ What the latest PPI numbers tell us about producer-level inflation 📊 ✅ Why this matters for consumer prices, wages, and supply chains 💵 ✅ How the Federal Reserve could react in upcoming meetings 🏦 ✅ The ripple effects on stocks, bonds, and the economy 📉 If you’re watching inflation trends and Fed polic...
🚨 The annual payroll revision is out and it’s rewriting the story on U.S. job growth. Are payrolls as strong as we thought, or is the labor market showing cracks beneath the surface? In this episode of Markets with Megan, Megan Horneman breaks down: ✅ What the payroll revision reveals about the economy 📉 ✅ Why earlier job growth may have been overstated 🏦 ✅ How markets and the Fed could react to the new data ⚡ ✅ What this means for recession risks, rate cuts, and your portfolio 💼 Don’t just...
The latest U.S. employment report is shaking up Wall Street and could be the catalyst for long-awaited Fed rate cuts. 📉 In this episode of Markets with Megan, Megan Horneman breaks down the key numbers, market reaction, and what it all means for interest rates, inflation, and investors going forward. 👉 Are rate cuts finally on the table? 👉 What does the jobs data say about the labor market’s strength? 👉 How should investors position as the Fed debates its next move? Stay ahead of the market...
📊 The Services Sector just dropped its latest ISM report, and it’s giving investors plenty to think about. While manufacturing has been weak for months, services are still holding up—but inflation pressures and employment signals are telling a different story. In today’s episode of Markets with Megan, Megan Horneman breaks down: ✅ The key takeaways from the latest ISM Services data ✅ Why inflation pressures are far from gone 🔥 ✅ What services strength means for the broader U.S. economy 🏦 ✅ H...
📊 Manufacturing in the U.S. just won’t recover. The latest ISM Manufacturing Index shows another month in contraction—making it 30 out of the past 32 months below 50. Headlines are calling this “good news” because prices paid dipped, but Megan Horneman discusses why the reality isn’t as positive as it sounds. 👉 In this episode of Markets with Megan, we cover: Why U.S. manufacturing can’t shake its slump 🏭 The truth behind the “prices paid” data and Fed rate cut chatter 💸 How inflatio...
The 2Q earnings season recap is in — and the results were stronger than expected! 📈 Nearly 80% of companies beat Wall Street estimates, with year-over-year earnings growth topping 12%. That’s above both forecasts and the 10-year average. In this episode of Markets with Megan, CIO Megan Horneman breaks down: ✅ Why recession fears are fading (mentions of “recession” fell 90% on earnings calls) ✅ How Amazon & Walmart surprised with stronger-than-expected retail performance 🛍️ ✅ Why tech &am...
The latest jobless claims report is out, and the numbers are raising eyebrows. 📉 What does this mean for the U.S. job market, the Fed’s next move, and the broader economic outlook? Megan Horneman, CIO of Verdence Capital Advisors, gives insight in today’s episode of Markets with Megan. ✅ Key insights on jobless claims and labor market health ✅ How rising claims could impact inflation & interest rates ✅ What this means for your portfolio, investments, and future hiring trends ✅ Why the Fe...
The latest jobless claims report is out — and the numbers are raising eyebrows. 📉 What does this mean for the U.S. job market, the Fed’s next move, and the broader economic outlook? Megan Horneman, CIO of Verdence Capital Advisors, breaks it all down in today’s episode of Markets with Megan. ✅ Key insights on jobless claims and labor market health ✅ How rising claims could impact inflation & interest rates ✅ What this means for your portfolio, investments, and future hiring trends ✅ Why ...
The August housing report is in, and it’s raising eyebrows. 🏡📉 In this episode of Markets with Megan, Verdence Chief Investment Officer Megan Horneman breaks down the latest Housing Starts and Building Permits data, what it signals for the real estate market, and how it ties into the broader U.S. economy. With interest rates, inflation, and home affordability all in the spotlight, Megan answers the big questions: 🏠 Are higher borrowing costs slowing down builders? 📊 What does the permits vs...
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