Markets with Megan: A Two-Minute Financial Markets Update
Megan Horneman
275 episodes
2 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...
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...
Markets with Megan: A Two-Minute 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...
