Big Market Misread? GDP Miss + ISM Drop | S2 E039 | 05-07-25
📉 GDP Tumbles, ISM Warnings, and a Fed in a Bind — What Now?
This week on Markets with Megan, CIO Megan Horneman discusses the 1.6% Q1 GDP growth shock, the concerning ISM Manufacturing data, and why the market might be misreading the macro landscape.
➡️ Consumers are still spending.
➡️ But business investment is weak.
➡️ ISM is signaling contraction.
➡️ And yet, Wall Street keeps rallying.
With inflation still running hot and the labor market cooling slightly, the Fed is in a tough position. Megan explains why a rate cut isn’t likely anytime soon, even as growth stalls—and what investors need to watch next.
🎧 If you’re looking for unbiased, clear market insight, this episode is a must-listen.
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