ISM Report Flashing Warning Signs? | S2 E037 | 05-01-25
📊 The ISM Report Is Flashing a Warning. Should the Fed Worry?
In this episode of Markets with Megan, CIO Megan Horneman breaks down the latest ISM Manufacturing data—and why it may be signaling deeper weakness in the economy than the headline GDP suggests.
With the ISM index contracting and employment trends softening, this key leading indicator is painting a very different picture than consumer data. Megan explains how the Fed interprets ISM reports, why a rate cut is still unlikely despite manufacturing softness, and how markets are misreading the signals.
🔍 Key Topics Covered:
What the ISM report tells us about manufacturing health
Why the Fed is likely to stay hawkish despite soft data
How the ISM and GDP data tell two different stories
Sticky service inflation’s continued role in policy
Market vs. Fed: Who will blink first?
🎧 Tune in for insight into what this data really means for the economy, interest rates, and market positioning.
👉 Subscribe now and see more at https://www.MarketsWithMegan.FM
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