Markets with Megan: A Two-Minute Financial Markets Update
Megan Horneman
273 episodes
2 days ago
Factories are feeling the squeeze, but one surprising shift may be a quiet win for anyone watching inflation. We dig into October’s ISM manufacturing report at a time when the government shutdown has muted official data, and we pull out the signals that matter: a weaker headline driven by softness in production and inventories, a prices paid index that fell to its lowest level of the year, and export orders that show a pulse even as supply frictions re-emerge. We talk through what a drop in ...
All content for Markets with Megan: A Two-Minute Financial Markets Update is the property of Megan Horneman and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Factories are feeling the squeeze, but one surprising shift may be a quiet win for anyone watching inflation. We dig into October’s ISM manufacturing report at a time when the government shutdown has muted official data, and we pull out the signals that matter: a weaker headline driven by softness in production and inventories, a prices paid index that fell to its lowest level of the year, and export orders that show a pulse even as supply frictions re-emerge. We talk through what a drop in ...
Inflation Won’t Quit. Will the Fed Blink First?? | S2 E089 | 10-17-25
Markets with Megan: A Two-Minute Financial Markets Update
3 minutes
2 weeks 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 Two-Minute Financial Markets Update
Factories are feeling the squeeze, but one surprising shift may be a quiet win for anyone watching inflation. We dig into October’s ISM manufacturing report at a time when the government shutdown has muted official data, and we pull out the signals that matter: a weaker headline driven by softness in production and inventories, a prices paid index that fell to its lowest level of the year, and export orders that show a pulse even as supply frictions re-emerge. We talk through what a drop in ...
