Latest / Markets with Megan: A Quick Financial Markets Update
The Fed is Watching This Inflation Signal | S2 E091 | 11-03-25
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 input costs could mean for the Federal Reserve’s inflation fight, and why the latest data doesn’t show…
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