Markets with Megan: A Two-Minute Financial Markets Update
Megan Horneman
273 episodes
1 day 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 ...
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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 ...
Rebound or Red Flag? 3Q25 Recap | S2 E086 | 10-06-25
Markets with Megan: A Two-Minute Financial Markets Update
3 minutes
1 month ago
Rebound or Red Flag? 3Q25 Recap | S2 E086 | 10-06-25
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...
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 ...
