Markets with Megan: A Quick Financial Markets Update
Megan Horneman
275 episodes
4 days ago
The October ISM Services index is back in expansion territory—coming in above 50—with six out of ten categories rising and new orders leading the charge (likely boosted by data-center demand in the commentary). Business activity jumped, employment is still in contraction but improved, and we’re not seeing shrinking headcount alongside a backlog—hinting at some labor-market equilibrium. The catch: prices paid just moved to their highest level since October 2022. That’s the inflation channel th...
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The October ISM Services index is back in expansion territory—coming in above 50—with six out of ten categories rising and new orders leading the charge (likely boosted by data-center demand in the commentary). Business activity jumped, employment is still in contraction but improved, and we’re not seeing shrinking headcount alongside a backlog—hinting at some labor-market equilibrium. The catch: prices paid just moved to their highest level since October 2022. That’s the inflation channel th...
Big Payroll Revision Sparks New Debate | S2 E075 | 09-10-25
Markets with Megan: A Quick Financial Markets Update
2 minutes
2 months ago
Big Payroll Revision Sparks New Debate | S2 E075 | 09-10-25
🚨 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...
Markets with Megan: A Quick Financial Markets Update
The October ISM Services index is back in expansion territory—coming in above 50—with six out of ten categories rising and new orders leading the charge (likely boosted by data-center demand in the commentary). Business activity jumped, employment is still in contraction but improved, and we’re not seeing shrinking headcount alongside a backlog—hinting at some labor-market equilibrium. The catch: prices paid just moved to their highest level since October 2022. That’s the inflation channel th...
