Markets with Megan: A Quick Financial Markets Update
Megan Horneman
275 episodes
3 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...
Inflation Won’t Quit. Will the Fed Blink First?? | S2 E089 | 10-17-25
Markets with Megan: A Quick Financial Markets Update
3 minutes
1 month ago
Inflation Won’t Quit. Will the Fed Blink First?? | S2 E089 | 10-17-25
Markets don’t pause just because official data does. With the government shutdown stretching on, we turn to the signals still flashing: ISM surveys, regional Fed reports, and futures pricing that point to a tricky mix of sticky services inflation and a softening job market. We share what we’re seeing behind the headlines, why services matter more than ever for your wallet, and how prices paid in both services and manufacturing complicate the path back to the Fed’s 2 percent target. We walk t...
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...
