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's the Price of Ignoring Prices? | S2 E082 | 09-26-25
Markets with Megan: A Two-Minute Financial Markets Update
2 minutes
1 month ago
What's the Price of Ignoring Prices? | S2 E082 | 09-26-25
📊 The equity markets cheered today’s inflation report — but should they? On this episode of Markets with Megan, Megan Horneman breaks down the Fed’s preferred inflation gauge (core PCE), the latest personal income and spending data, and why consumer behavior may not be sustainable. Inflation has now been climbing for four consecutive months, sitting at a sticky 2.9% year-over-year. Meanwhile, spending continues to outpace income, driving the savings rate to its lowest level this year. What d...
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...
