Markets with Megan: A Two-Minute Financial Markets Update
Megan Horneman
275 episodes
1 day 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...
What is the Fed Watching as Consumer Sentiment Slips? | S2 E088 | 10-17-25
Markets with Megan: A Two-Minute Financial Markets Update
2 minutes
2 weeks ago
What is the Fed Watching as Consumer Sentiment Slips? | S2 E088 | 10-17-25
When official data goes dark, the market turns to the signals still shining. We dig into the University of Michigan’s preliminary consumer sentiment reading and find a story of two Americas: current conditions ticking up after September’s rate cut, and expectations sliding to a five‑month low. That split matters. Sentiment sits at 55, future finances are viewed as the weakest since 2011, and 12‑month inflation expectations hold at 4.6%. These levels keep pressure on the Fed to proceed w...
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...
