Shows / Markets with Megan: A Quick Financial Markets Update
Markets with Megan: A Quick Financial Markets Update
Empower yourself with knowledge, one fact at a time. Markets with Megan is a bite-sized financial markets podcast hosted by Megan Horneman, the CIO of Verdence Capital Advisors. Megan provides experienced analysis and in-depth insights that go beyond the daily headlines to unravel the economy's intricacies and indicators.
Episodes
Markets with Megan: A Quick Financial Markets UpdateThe Fed Signals Stability in Jobs and Growth | S3 E116 | 01-28-2026
No fireworks at the Fed, but the subtext speaks volumes. We break down why the Committee kept rates unchanged, what the two dovish dissents tell us, and how…
Markets with Megan: A Quick Financial Markets UpdateConsumers Just Sent a Warning, and Markets Heard it | S3 E115 | 01-27-2026
A jolt in consumer sentiment just reset the market’s mood. We break down why confidence slid to its lowest level since 2014, what the expectations index is…
Markets with Megan: A Quick Financial Markets UpdateConsumers Feel Great, Their Savings Do Not | S3 E114 | 01-23-2026
Markets rarely move on one number, and this week offered a full mosaic. We break down a stronger third estimate for Q3 GDP, why equipment and intellectual…
Markets with Megan: A Quick Financial Markets UpdateGeopolitics, Bond Yields, and a Market Reality Check | S3 E113 | 01-21-26
Markets don’t need a heavy data week to make big moves. We open with a sharp risk-off swing sparked by a jump in Japan’s 10-year yield to heights not seen…
Markets with Megan: A Quick Financial Markets UpdateInflation, Spending & a Fed on Edge | S3 E112 | 01-14-26
Headlines say inflation is coming down — but is it really? Verdence CIO Megan Horneman challenges the popular inflation narrative by breaking down the latest…
Markets with Megan: A Quick Financial Markets Update2025 Recap: A Strange Year That Paid Off | S3 E111 | 01-05-26
Welcome to 2026. We’re kicking off the year by unpacking one of the most surprising market environments in recent history. In this episode of Markets with…
Markets with Megan: A Quick Financial Markets UpdateOur 12 Days of Christmas Wishlist for Markets | S2 E 110 | 12-22-25
As we wrap up the year, we’re trading headlines for holiday wishes. 🎄 In this special year-end episode of Markets with Megan, Megan Horneman shares her “12…
Markets with Megan: A Quick Financial Markets UpdateInflation Drops, Doubts Rise | S2 E109 | 12-18-25
Inflation finally delivered some encouraging signals — but the details matter. Megan Horneman breaks down the November CPI report, which showed inflation…
Markets with Megan: A Quick Financial Markets UpdateInside October Retail: Weak Headline, Strong Core | S2 E107 | 12-17-25
We unpack October retail sales: a flat headline hides a stronger 0.8% rise in core spending while restaurants and autos slip. We explain what a tepid consumer…
Markets with Megan: A Quick Financial Markets UpdateWhat Slowing Job Growth Means For The Economy | S2 E106 | 12-17-25
A cooling jobs market doesn’t always scream crisis. Sometimes it whispers caution. We unpack why October turned negative, how November’s modest gain still…
Markets with Megan: A Quick Financial Markets UpdateSpecial Edition: Inside the FOMC - What Does it all Mean? | S2 E108 | 12-18-25
Why does Fed Structure Matter More Than Headlines? In this special edition of Markets with Megan, Megan Horneman, Chief Investment Officer at Verdence Capital…
Markets with Megan: A Quick Financial Markets UpdateDoes This Rate Cut Send a Big Warning? | S2 E105 | 12-10-25
Today, the Federal Reserve delivered the widely expected rate cut, but it wasn’t the smooth, unified decision markets hoped for. In fact, it was the most…
Markets with Megan: A Quick Financial Markets UpdateLayoffs Rise. Rate Cut Next? | S2 E104 | 12-09-25
Today’s labor market data gave the Fed a mixed message, and that makes their job even harder ahead of tomorrow’s policy meeting. Megan breaks down the…
Markets with Megan: A Quick Financial Markets UpdateDid Latest PCE Data Shift the Fed’s Path? | S2 E103 | 12-05-12
Cooling inflation and softer consumer expectations set the stage for a likely Fed rate cut while equities test, then retreat from, record highs. Listen in to…
Markets with Megan: A Quick Financial Markets UpdateISM in Contraction - Should We Worry? | S2 E102 | 12-01-25
The government is finally back on schedule with releasing economic data — and the first report of the month delivered a surprise. The ISM Manufacturing Index…
Markets with Megan: A Quick Financial Markets UpdateNovember’s Market Whiplash Explained | S2 E101 | 12-01-25
Another month, another impressive market turnaround, but is the momentum here to stay? In today’s episode of Markets with Megan, Megan Horneman breaks down the…
Markets with Megan: A Quick Financial Markets UpdateThanksgiving By The Numbers | S2 E100 | 11-26-25
Happy Thanksgiving from Markets with Megan! 🦃 Today, Megan Horneman shares fun, surprising, and meaningful economic insights you can bring to your holiday…
Markets with Megan: A Quick Financial Markets UpdateHousing Hope or Housing Hype? | S2 E099 | 11-26-26
The latest housing market data is in and the signals are anything but clear. In today’s episode, Megan Horneman breaks down the mixed messages coming from home…
Markets with Megan: A Quick Financial Markets UpdateConsumer Confident or Cautious? | S2 E098 | 11-25-25
Consumer confidence weakens even as lagging retail sales look resilient, pointing to a softer holiday season and rising expectations for a December rate cut…
Markets with Megan: A Quick Financial Markets UpdateSpending Cools And Dining Out Stays Hot | S2 E097 | 11-25-25
The consumer mood just blinked. We dig into fresh September retail sales and find the signal beneath the noise: core retail sales slipped, the steepest monthly…
Markets with Megan: A Quick Financial Markets Update119k Jobs Added: Why Do Markets Care? | S2 E096 | 11-20-25
The September jobs report finally arrived after weeks of private data during the U.S. government shutdown, and it delivered a meaningful surprise. The U.S…
Markets with Megan: A Quick Financial Markets UpdateVolatility Tests High Valuations | S2 E095
Fear has a way of compressing lofty stories into hard numbers, and that’s exactly what’s playing out across U.S. markets. We open with a clean read on why…
Markets with Megan: A Quick Financial Markets UpdateJobs Data, Fed Decisions, and Life After the Shutdown | S2 E094
Washington is back open, and the market’s attention snaps from headlines to hard numbers. We walk through what the end of the longest U.S. government shutdown…
Markets with Megan: A Quick Financial Markets UpdateNew Orders Surge, Costs Rise | S2 E093 | 11-05-25
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…
Markets with Megan: A Quick Financial Markets UpdateBig Companies Hire, Small Shops Sigh | S2 E092 | 11-05-25
We unpack October’s ADP payroll report during the record government shutdown and parse where hiring is actually happening. Large firms added jobs while small…
Markets with Megan: A Quick Financial Markets UpdateThe 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…
Markets with Megan: A Quick Financial Markets UpdateRate Relief or Reality Check? | S2 E090 | 10-30-25
The Federal Reserve finally cut rates but their tone shocked Wall Street. Megan Horneman breaks down what the Fed really said, why markets might be too…
Markets with Megan: A Quick Financial Markets UpdateInflation Won’t Quit. Will the Fed Blink First?? | S2 E089 | 10-17-25
Markets don’t pause just because official data does. With the government shutdown stretching on, we turn to the signals still flashing: ISM surveys, regional…
Markets with Megan: A Quick Financial Markets UpdateWhat 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…
Markets with Megan: A Quick Financial Markets UpdateRecord Highs or Just High Hopes? | S2 E087 | 10-08-25
Markets are hitting record highs — but is it the Fed’s doing? Megan Horneman breaks down what’s really driving the rally, how the ongoing government shutdown…
Markets with Megan: A Quick Financial Markets UpdateRebound 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…
Markets with Megan: A Quick Financial Markets UpdateShutdown Showdown in DC: Now What? | S2 E085 | 10-01-25
⚠️ Day One of the Government Shutdown is here. From furloughed workers to shaken markets, uncertainty is spreading fast. In this Markets with Megan special…
Markets with Megan: A Quick Financial Markets UpdateConfident… or Just Confused? | S2 E083 | 09-30-25
📉📈 Consumer confidence is swinging like a pendulum. One week optimism, the next week uncertainty. In this episode of Markets with Megan, unpack the latest…
Markets with Megan: A Quick Financial Markets UpdateIs the Jobs Market Back In Balance? | S2 E084 | 09-30-25
We just got a first look at the August JOLTS Jobs Report and it’s telling us a lot about where the U.S. labor market stands. Megan Horneman, CIO of Verdence…
Markets with Megan: A Quick Financial Markets UpdateWhat'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…
Markets with Megan: A Quick Financial Markets UpdateGDP: Did Economists Get It Wrong (Again)? | S2 E081 | 09-26-25
🚨 The U.S. economy just shocked Wall Street… AGAIN. Despite predictions, growth keeps beating expectations. In this episode of Markets with Megan, Megan breaks…
Markets with Megan: A Quick Financial Markets UpdateDid the Fed Rate Cut Just Save Housing? | S2 E080 | 09-24-25
The housing market is waking up, but is it a real rebound or just a rate-cut reaction? In today’s Markets with Megan, Verdence CIO Megan Horneman breaks down…
Markets with Megan: A Quick Financial Markets UpdateFed's Mixed Signals: Growth Up, Rates Down | S2 E079 | 09-17-25
The Fed Cuts Rates Again—But Does the Math Add Up? The market got the rate cut it wanted—25 basis points—but the Fed’s projections are raising eyebrows. In…
Markets with Megan: A Quick Financial Markets UpdateRetail Sales & the Hidden Inflation Story | S2 E078 | 09-16-25
🚨 The latest Retail Sales Report is out — and it’s telling us a LOT about the state of the consumer, inflation, and the economy. In this episode of Markets…
Markets with Megan: A Quick Financial Markets UpdateWill the Fed Flinch? CPI Reports Are In | S2E 077 | 09-11-25
🚨 The final inflation report is here before next week’s big Fed meeting! 🚨 In today’s Markets with Megan, Megan Horneman breaks down the August Consumer Price…
Markets with Megan: A Quick Financial Markets UpdateIs PPI Report the Fed's Green Light | S2 E076 | 09-10-25
The Producer Price Index (PPI) is out — and it’s sending a big signal about inflation, the Fed, and the future of markets. In this episode of Markets with…
Markets with Megan: A Quick Financial Markets UpdateBig Payroll Revision Sparks New Debate | S2 E075 | 09-10-25
🚨 The annual payroll revision is out and it’s rewriting the story on U.S. job growth. Are payrolls as strong as we thought, or is the labor market showing…
Markets with Megan: A Quick Financial Markets UpdateIs This the Rate Cut Trigger? | S2 E074 | 09-05-25
The latest U.S. employment report is shaking up Wall Street and could be the catalyst for long-awaited Fed rate cuts. 📉 In this episode of Markets with Megan…
Markets with Megan: A Quick Financial Markets UpdateServices Surprise: Growth or Warning? | S2 E073 | 09-05-25
📊 The Services Sector just dropped its latest ISM report, and it’s giving investors plenty to think about. While manufacturing has been weak for months…
Markets with Megan: A Quick Financial Markets Update30 Out of Last 32 Months in Contraction? | S2 E072 | 09-02-25
📊 Manufacturing in the U.S. just won’t recover. The latest ISM Manufacturing Index shows another month in contraction—making it 30 out of the past 32 months…
Markets with Megan: A Quick Financial Markets UpdateSurprise Earnings! What’s next? | S2 E071 | 09-02-25
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…
Markets with Megan: A Quick Financial Markets UpdateMarkets Push for Cuts, but Inflation Won’t Budge | S2 E070 | 08-29-25
Inflation continues to move in the wrong direction, complicating the Federal Reserve's September meeting decision despite market expectations for an interest…
Markets with Megan: A Quick Financial Markets UpdateIs the Consumer Warning the Fed? | S2 E069 | 08-26-25
The latest jobless claims report is out, and the numbers are raising eyebrows. 📉 What does this mean for the U.S. job market, the Fed’s next move, and the…
- Markets with Megan: A Quick Financial Markets Update
Is the Labor Market Finally Cracking? | S2 E068 | 08-20-25
The latest jobless claims report is out — and the numbers are raising eyebrows. 📉 What does this mean for the U.S. job market, the Fed’s next move, and the…
- Markets with Megan: A Quick Financial Markets Update
A Housing Market Tug-of-War | S2 E067 | 08-19-25
The August housing report is in, and it’s raising eyebrows. 🏡📉 In this episode of Markets with Megan, Verdence Chief Investment Officer Megan Horneman breaks…
- Markets with Megan: A Quick Financial Markets Update
Equity Euphoria or Economic Mirage? July Recap | S2 E066 | 08-07-25
July 2025 was a historic month for U.S. equity investors! 📈 In this episode of Markets with Megan, Verdence CIO Megan Horneman breaks down the key drivers…
- Markets with Megan: A Quick Financial Markets Update
Are Jobless Claims About to Spark a Market Shift? | S2 E065 | 08-07-25
📉 U.S. jobless claims are rising. But is this a red flag for the economy or just a temporary shift in the labor market? In this episode of Markets with Megan…
- Markets with Megan: A Quick Financial Markets Update
Good Vibes, Bad Market? | S2 E064 | 07-29-25
Consumer confidence is rising—and so are Americans’ expectations for their financial future. In this episode of Markets with Megan, Megan covers the Conference…
- Markets with Megan: A Quick Financial Markets Update
Open for Business? Job Openings Report | S2 E063 | 07-29-25
The cracks in the U.S. labor market are starting to show—and the Fed is watching closely. In this episode of Markets with Megan, Megan covers the June JOLTS…
- Markets with Megan: A Quick Financial Markets Update
Housing Prices Staying Hot or Getting Chilly? | S2 E061 | 07-29-25
Housing prices just won't quit—but is that about to change? In this episode of Markets with Megan, Megan Horneman, CIO of Verdence Capital Advisors, unpacks…
- Markets with Megan: A Quick Financial Markets Update
Tariff Talks: Who's In, Who's Still Negotiating | S2 E061 | 07-29-25
With the August 1st tariff deadline looming, trade deals are trickling in—and fast. In this episode of Markets with Megan, we break down the latest…
- Markets with Megan: A Quick Financial Markets Update
Focus or False Security? The Market’s Mixed Signals S2 060 | 07-25-25
Stocks are climbing and optimism is rising—but is it justified? In today’s episode of Markets with Megan, unpack the market’s reaction to fresh economic data…
- Markets with Megan: A Quick Financial Markets Update
Is the Housing Market Thawing Finally? | S2 E059 | 07-24-25
Housing data for June may signal a market thaw despite headline numbers missing expectations, with supply increasing and price growth slowing significantly…
- Markets with Megan: A Quick Financial Markets Update
Could Strong Retail Sales Delay Fed Rate Cuts? | S2 E058 | 07-17-25
Retail sales just surprised Wall Street — again. On this episode of Markets with Megan, Megan Horneman, CIO of Verdence Capital Advisors, dives into the latest…
- Markets with Megan: A Quick Financial Markets Update
Are Tariffs Finally Hitting Your Wallet? | S2 E057 | 07-15-25
📉 Are tariffs finally starting to hit your wallet? In today’s episode of Markets with Megan, we break down the latest inflation data and explore how the…