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Volatility Tests High Valuations

06:07

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Ep 095 November 18, 2025

Volatility Tests High Valuations

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 volatility jumped to levels last seen around April’s tariff shock, then connect...

The Economy, by the numbers

Understanding the economy starts with the numbers — but it doesn’t have to come with the jargon. Each week, Megan Horneman breaks down the most important economic indicators, from inflation data to job reports, translating complex trends into clear, actionable insights. Her Weekly Financial Cheat Sheet helps you cut through the noise, stay ahead of market shifts, and understand what really matters for 
your investments.

CPI (Consumer Price Index)

What inflation trends tell us about purchasing power and the Fed’s next move.

ISM (Institute for Supply Management)

Manufacturing and services data that reveal the health of economic activity.

Fed Decisions

Updates on interest rates and monetary policy direction.

Core PCE (Personal Consumption Expenditures)

The Fed’s preferred measure of inflation and its potential market impact.

GDP Reports

A snapshot of the economy’s performance and growth trajectory.

Unemployment Rate & Job Numbers

Labor market insights that signal consumer strength and economic resilience.

Meet Megan

As Chief Investment Officer, Megan Horneman leads Verdence’s research and investment strategy, overseeing the firm’s economic outlook and asset allocation. A regular contributor to CNBC, Fox Business, Bloomberg, and Yahoo Finance, she’s a trusted voice on markets and investing. Before joining Verdence, Megan spent 12 years at Deutsche Bank as a Director and Senior Investment Strategist and began her career in Fixed Income Research at Legg Mason.

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Volatility Tests High Valuations

06:07

Volatility Tests High Valuations

Ep 095 11-18-25
Jobs Data, Fed Decisions, and Life After the Shutdown

03:35

Jobs Data, Fed Decisions, and Life After the Shutdown

Ep 094 11-18-25
New Orders Surge, Costs Rise

02:37

New Orders Surge, Costs Rise

Ep 093 11-05-25
Big Companies Hire, Small Shops Sigh

02:14

Big Companies Hire, Small Shops Sigh

Ep 092 11-05-25
The Fed is Watching This Inflation Signal

02:17

The Fed is Watching This Inflation Signal

Ep 091 11-03-25
Rate Relief or Reality Check?

04:43

Rate Relief or Reality Check?

Ep 090 10-30-25
Inflation Won’t Quit. Will the Fed Blink First??

03:33

Inflation Won’t Quit. Will the Fed Blink First??

Ep 089 10-17-25
What is the Fed Watching as Consumer Sentiment Slips?

02:55

What is the Fed Watching as Consumer Sentiment Slips?

Ep 088 10-17-25
Record Highs or Just High Hopes?

04:10

Record Highs or Just High Hopes?

Ep 087 10-08-25
Rebound or Red Flag? 3Q25 Recap

03:34

Rebound or Red Flag? 3Q25 Recap

Ep 086 10-06-25
Shutdown Showdown in DC: Now What?

04:29

Shutdown Showdown in DC: Now What?

Ep 085 10-01-25
Is the Jobs Market Back In Balance?

03:10

Is the Jobs Market Back In Balance?

Ep 084 09-30-25
Confident… or Just Confused?

02:28

Confident… or Just Confused?

Ep 083 09-30-25
What's the Price of Ignoring Prices?

02:28

What's the Price of Ignoring Prices?

Ep 082 09-26-25
GDP: Did Economists Get It Wrong (Again)?

02:06

GDP: Did Economists Get It Wrong (Again)?

Ep 081 09-26-25
Did the Fed Rate Cut Just Save Housing?

03:20

Did the Fed Rate Cut Just Save Housing?

Ep 080 09-24-25
Fed's Mixed Signals: Growth Up, Rates Down

04:47

Fed's Mixed Signals: Growth Up, Rates Down

Ep 079 09-17-25
Retail Sales & the Hidden Inflation Story

03:23

Retail Sales & the Hidden Inflation Story

Ep 078 09-16-25
Will the Fed Flinch? CPI Reports Are In

03:29

Will the Fed Flinch? CPI Reports Are In

Ep 077 09-11-25
Is PPI Report the Fed's Green Light

02:49

Is PPI Report the Fed's Green Light

Ep 076 09-10-25
Big Payroll Revision Sparks New Debate

02:52

Big Payroll Revision Sparks New Debate

Ep 075 09-10-25
Is This the Rate Cut Trigger?

05:04

Is This the Rate Cut Trigger?

Ep 074 09-05-25
Services Surprise: Growth or Warning?

02:59

Services Surprise: Growth or Warning?

Ep 073 09-05-25
30 Out of Last 32 Months in Contraction?

04:11

30 Out of Last 32 Months in Contraction?

Ep 072 09-02-25
Surprise Earnings! What’s next?

03:32

Surprise Earnings! What’s next?

Ep 071 09-02-25
Markets Push for Cuts, but Inflation Won’t Budge

03:00

Markets Push for Cuts, but Inflation Won’t Budge

Ep 070 08-29-25
Is the Consumer Warning the Fed?

03:35

Is the Consumer Warning the Fed?

Ep 069 08-26-25
Is the Labor Market Finally Cracking?

03:32

Is the Labor Market Finally Cracking?

Ep 068 08-20-25
A Housing Market Tug-of-War

02:51

A Housing Market Tug-of-War

Ep 067 08-19-25
Equity Euphoria or Economic Mirage? July Recap

02:59

Equity Euphoria or Economic Mirage? July Recap

Ep 066 08-07-25
Are Jobless Claims About to Spark a Market Shift?

02:48

Are Jobless Claims About to Spark a Market Shift?

Ep 065 08-07-25
Good Vibes, Bad Market?

03:43

Good Vibes, Bad Market?

Ep 064 07-29-25
Open for Business? Job Openings Report

03:56

Open for Business? Job Openings Report

Ep 063 07-29-25
Housing Prices Staying Hot or Getting Chilly?

02:48

Housing Prices Staying Hot or Getting Chilly?

Ep 062 07-29-25
Tariff Talks: Who's In, Who's Still Negotiating

03:39

Tariff Talks: Who's In, Who's Still Negotiating

Ep 061 07-29-25
Focus or False Security? The Market’s Mixed Signals S2 060

03:38

Focus or False Security? The Market’s Mixed Signals S2 060

Ep 060 07-25-25
Is the Housing Market Thawing Finally?

03:42

Is the Housing Market Thawing Finally?

Ep 000 07-24-25
Could Strong Retail Sales Delay Fed Rate Cuts?

04:17

Could Strong Retail Sales Delay Fed Rate Cuts?

Ep 058 07-17-25
Are Tariffs Finally Hitting Your Wallet?

03:45

Are Tariffs Finally Hitting Your Wallet?

Ep 057 07-15-25
More Red Flags from Main Street?

03:01

More Red Flags from Main Street?

Ep 056 07-08-25
Inflation Headlines Are Misleading Investors

03:19

Inflation Headlines Are Misleading Investors

Ep 000 06-27-25
Fed Clarity? Powell Signals Wait-And-See Mode

04:03

Fed Clarity? Powell Signals Wait-And-See Mode

Ep 054 06-25-25
How Markets Are Reacting to Rising Tensions with Iran

04:49

How Markets Are Reacting to Rising Tensions with Iran

Ep 053 06-23-25
Could This CPI Report Spark a Rate Cut?

02:16

Could This CPI Report Spark a Rate Cut?

Ep 052 06-11-25
Is the Fed Cornered? Jobs Report Miss Again

04:36

Is the Fed Cornered? Jobs Report Miss Again

Ep 051 06-06-25
Recession Red Flag: ISM Services Drop

02:47

Recession Red Flag: ISM Services Drop

Ep 050 06-04-25
Are Inflation Fears Overblown?

03:08

Are Inflation Fears Overblown?

Ep 000 05-30-25
0.2% Drop: Should We Worry?

02:38

0.2% Drop: Should We Worry?

Ep 048 05-29-25
Markets Rally on Confidence Spike

02:49

Markets Rally on Confidence Spike

Ep 047 05-27-25
Housing Market In Crisis Again?

01:53

Housing Market In Crisis Again?

Ep 046 05-22-25
Bond Blowup: What’s Happening Now?

03:24

Bond Blowup: What’s Happening Now?

Ep 045 05-21-25
44-Year Low Levels? Inflation Fears Surge

02:45

44-Year Low Levels? Inflation Fears Surge

Ep 044 05-16-25
Cracks in the Consumer: Retail Sales Miss the Mark

03:12

Cracks in the Consumer: Retail Sales Miss the Mark

Ep 043 05-15-25
Still No Pulse: Housing Market Remains in a Slump

02:14

Still No Pulse: Housing Market Remains in a Slump

Ep 042 05-15-25
Inflation Falls Flat: CPI Surprises Wall Street

04:06

Inflation Falls Flat: CPI Surprises Wall Street

Ep 041 05-13-25
US-UK Trade Deal: Unpacking the New Framework

03:00

US-UK Trade Deal: Unpacking the New Framework

Ep 040 05-08-25
Big Market Misread? GDP Miss + ISM Drop

03:15

Big Market Misread? GDP Miss + ISM Drop

Ep 039 05-07-25
Jobs Report Surprises Wall Street

03:47

Jobs Report Surprises Wall Street

Ep 038 05-02-25
ISM Report Flashing Warning Signs?

03:26

ISM Report Flashing Warning Signs?

Ep 037 05-01-25
Negative GDP - First Signs of Recession?

02:58

Negative GDP - First Signs of Recession?

Ep 036 04-30-25
CPI Gut Punch: It Just Got Worse

03:26

CPI Gut Punch: It Just Got Worse

Ep 035 04-29-25
Can Trump Really Fire the Fed Chair?

04:19

Can Trump Really Fire the Fed Chair?

Ep 034 04-21-25
Leading Indicator Falls in 35 of 37 Months

02:19

Leading Indicator Falls in 35 of 37 Months

Ep 033 04-21-25
Consumers Beating Tariffs to the Punch

02:13

Consumers Beating Tariffs to the Punch

Ep 032 04-16-25
The Great Reversal: Start Of A Trend?

02:43

The Great Reversal: Start Of A Trend?

Ep 031 04-09-25
Small Biz Sentiment Sours Again

03:01

Small Biz Sentiment Sours Again

Ep 030 04-08-25
Tariff Tornado Trumps Jobs Report

03:00

Tariff Tornado Trumps Jobs Report

Ep 029 04-04-25
It's Not All Bad! ISM Report

02:09

It's Not All Bad! ISM Report

Ep 028 04-03-25
Impact Report: Liberation Day FACTS and the Reorder of Global Trade

06:41

Impact Report: Liberation Day FACTS and the Reorder of Global Trade

Ep 027 04-03-25
The Fed Faces a Tariff-ied Consumer

04:43

The Fed Faces a Tariff-ied Consumer

Ep 026 03-28-25
We Finally Got GOOD Economic News!

02:51

We Finally Got GOOD Economic News!

Ep 025 03-27-25
Impact Report: Car Wars - Auto Tariff Shakeup

02:51

Impact Report: Car Wars - Auto Tariff Shakeup

Ep 024 03-27-25
Warning Sign: Expectations Hits Decade Low

02:49

Warning Sign: Expectations Hits Decade Low

Ep 023 03-25-25
Uncertainty Triggers a "Downgrade Parade"

02:56

Uncertainty Triggers a "Downgrade Parade"

Ep 022 03-21-25
Impact Report: Correction Is In. Markets Drop10%

04:33

Impact Report: Correction Is In. Markets Drop10%

Ep 021 03-13-25
New Inflation Data – Is It Good or Bad?

03:17

New Inflation Data – Is It Good or Bad?

Ep 020 03-12-25
Impact Report: Sell-Off Gains Speed, Now What?

07:01

Impact Report: Sell-Off Gains Speed, Now What?

Ep 019 03-10-25
Biggest Underemployment Spike Since 2020

03:09

Biggest Underemployment Spike Since 2020

Ep 018 03-07-25
Markets Whipsaw: What's Washington Doing?

02:19

Markets Whipsaw: What's Washington Doing?

Ep 017 03-06-25
Impact Report: Tariff Turmoil

05:53

Impact Report: Tariff Turmoil

Ep 016 03-05-25
Consumer Raises Red Flag On Tech

03:03

Consumer Raises Red Flag On Tech

Ep 015 02-25-25
Market Mayhem: What’s REALLY Behind the Chaos?

03:43

Market Mayhem: What’s REALLY Behind the Chaos?

Ep 014 02-24-25
Walmart's Warning Sign

03:02

Walmart's Warning Sign

Ep 013 02-20-25
Biggest Drop In 10 Months!

02:50

Biggest Drop In 10 Months!

Ep 012 02-19-25
Fed's Response to Unexpected Inflation Rise

04:02

Fed's Response to Unexpected Inflation Rise

Ep 011 02-12-25
Jobs Report Shocker: Is Inflation About to Surge?

04:02

Jobs Report Shocker: Is Inflation About to Surge?

Ep 010 02-07-25
Is the Service Sector Slowing?

02:53

Is the Service Sector Slowing?

Ep 009 02-05-25
Fewer Job Openings: Should You Worry?

04:03

Fewer Job Openings: Should You Worry?

Ep 008 02-04-25
Recession Ahead? 4Q GDP Revealed

02:20

Recession Ahead? 4Q GDP Revealed

Ep 007 01-30-25
The Latest on Fed's Stance and Economic Forecasts

02:18

The Latest on Fed's Stance and Economic Forecasts

Ep 006 01-29-25
Good or Not? December Durable Goods Data

02:50

Good or Not? December Durable Goods Data

Ep 005 01-28-25
Are Consumers Losing Confidence?

03:00

Are Consumers Losing Confidence?

Ep 004 01-24-25
Are Markets Overestimating Rate Cuts?

03:03

Are Markets Overestimating Rate Cuts?

Ep 003 01-15-25
December Job Surge and Impact on Markets

03:59

December Job Surge and Impact on Markets

Ep 002 01-10-25
ISM Services Index Shocker: What Rising Prices Mean for the Economy

05:11

ISM Services Index Shocker: What Rising Prices Mean for the Economy

Ep 001 01-07-25
Markets Rebound Amid Upgraded GDP Data

01:30

Markets Rebound Amid Upgraded GDP Data

Ep 196 12-19-24
Fed's Rate Cut Sparks Market Sell-Off and Inflation Concerns

03:07

Fed's Rate Cut Sparks Market Sell-Off and Inflation Concerns

Ep 195 12-19-24
Soaring Holiday Sales and Fed's Possible Rate Cut

03:40

Soaring Holiday Sales and Fed's Possible Rate Cut

Ep 194 12-17-24
Fed's Dilemma as Service Activity Slows

03:04

Fed's Dilemma as Service Activity Slows

Ep 193 12-04-24
Trump's Return, Fed's Rate Cut, and Inflation Concerns

05:40

Trump's Return, Fed's Rate Cut, and Inflation Concerns

Ep 192 12-03-24
Fed Minutes, Market Moves, and a 60-Day Ceasefire

02:31

Fed Minutes, Market Moves, and a 60-Day Ceasefire

Ep 191 11-26-24
Powell Spooks Equity Markets

04:01

Powell Spooks Equity Markets

Ep 190 11-18-24
Inflation Stubbornly High and Fed's Rate Decision Looms

02:26

Inflation Stubbornly High and Fed's Rate Decision Looms

Ep 189 11-13-24
Fed's Rate Cut and Geopolitical Tensions

03:38

Fed's Rate Cut and Geopolitical Tensions

Ep 188 11-07-24
Trump's Election Sparks Market Surge and Economic Speculation

06:32

Trump's Election Sparks Market Surge and Economic Speculation

Ep 187 11-06-24
Savings Decline, Credit Rises in September Core PCE Report

02:41

Savings Decline, Credit Rises in September Core PCE Report

Ep 186 10-31-24
Federal Reserve Policy in a Consumer-Driven Economy

02:44

Federal Reserve Policy in a Consumer-Driven Economy

Ep 185 10-30-24
Consumer Confidence Rebounds

03:04

Consumer Confidence Rebounds

Ep 184 10-29-24
What's Driving the Markets?

02:31

What's Driving the Markets?

Ep 183 10-25-24
Earnings Forecasts Clash with Economic Realities

04:11

Earnings Forecasts Clash with Economic Realities

Ep 182 10-22-24
Tech Giants Propel Bull Market Amid Growth Disparities

04:04

Tech Giants Propel Bull Market Amid Growth Disparities

Ep 181 10-15-24
Retail Sales Insights and the Shifting Economic Climate

02:42

Retail Sales Insights and the Shifting Economic Climate

Ep 180 10-15-24
Economic Pressures Mount as CPI Figures Surprise Experts

04:04

Economic Pressures Mount as CPI Figures Surprise Experts

Ep 179 10-11-24
Exploring Fed Debates and Future Rate Movements

03:32

Exploring Fed Debates and Future Rate Movements

Ep 178 10-09-24
Unexpected Job Additions and the Economic Landscape Ahead

03:01

Unexpected Job Additions and the Economic Landscape Ahead

Ep 177 10-04-24
Positive Yield Curve Returns: What It Means for Investors

04:03

Positive Yield Curve Returns: What It Means for Investors

Ep 176 10-01-24
Fed's Bold 50 Basis Point Rate Cut: Analyzing Market Reactions and Outlook

04:37

Fed's Bold 50 Basis Point Rate Cut: Analyzing Market Reactions and Outlook

Ep 174 09-19-24
Rate Hikes and Market Moves: Analyzing the Fed's Strategy

06:17

Rate Hikes and Market Moves: Analyzing the Fed's Strategy

Ep 173 09-16-24
Fed Meeting Looms as Consumer Sentiment Peaks

02:03

Fed Meeting Looms as Consumer Sentiment Peaks

Ep 172 09-13-24
CPI Report Spurs Fed's Likely 25 Basis Point Rate Cut

03:21

CPI Report Spurs Fed's Likely 25 Basis Point Rate Cut

Ep 171 09-11-24
Small Business Optimism Falls: What Lies Ahead for the Economy?

02:47

Small Business Optimism Falls: What Lies Ahead for the Economy?

Ep 170 09-10-24
Fed's Dilemma Deepens: Markets React to Mixed August Jobs Report

03:28

Fed's Dilemma Deepens: Markets React to Mixed August Jobs Report

Ep 169 09-06-24
Key Insights from the Latest ISM Data

02:55

Key Insights from the Latest ISM Data

Ep 168 09-05-24
Fed Rate Cuts on the Horizon? Analyzing August's Trends

03:04

Fed Rate Cuts on the Horizon? Analyzing August's Trends

Ep 167 09-05-24
Manufacturing Slump: ISM Report Signals Economic Challenges

03:26

Manufacturing Slump: ISM Report Signals Economic Challenges

Ep 166 09-03-24
Will NVIDIA's Sky-High Valuations Hold?

04:51

Will NVIDIA's Sky-High Valuations Hold?

Ep 165 08-28-24
Fed Pivot, Inflation, and the Risk of Recession

05:50

Fed Pivot, Inflation, and the Risk of Recession

Ep 000 08-26-24
Tech Rally or Mirage? Unpacking the Market Rebound

04:02

Tech Rally or Mirage? Unpacking the Market Rebound

Ep 163 08-21-24
Too Soon to Call the Bottom?

02:56

Too Soon to Call the Bottom?

Ep 162 08-09-24
What are the Drivers Behind August's Wild Market Correction?

05:25

What are the Drivers Behind August's Wild Market Correction?

Ep 161 08-06-24
Global Central Bank Policy Shifts Amid Economic Uncertainty

04:09

Global Central Bank Policy Shifts Amid Economic Uncertainty

Ep 160 08-01-24
Economic Data's Role in Upcoming FOMC Deliberations

03:50

Economic Data's Role in Upcoming FOMC Deliberations

Ep 159 07-30-24
Surprising Q2 GDP Growth and Its Impact on the Economy

03:39

Surprising Q2 GDP Growth and Its Impact on the Economy

Ep 158 07-25-24
Is a Recession Around the Corner? Analyzing Key Data

02:15

Is a Recession Around the Corner? Analyzing Key Data

Ep 157 07-18-24
Analyzing the Housing Shortage and Market Shifts

02:49

Analyzing the Housing Shortage and Market Shifts

Ep 156 07-17-24
Retail Sales Defy Expectations Amid High Interest Rates

02:30

Retail Sales Defy Expectations Amid High Interest Rates

Ep 155 07-16-24
Deciphering Mixed Market Signals from Latest Price Indexes

04:31

Deciphering Mixed Market Signals from Latest Price Indexes

Ep 154 07-12-24
Fed Rate Cut Speculation Influences Sentiment

03:41

Fed Rate Cut Speculation Influences Sentiment

Ep 153 07-10-24
Service Sector Contraction Sparks Economic Concerns

02:28

Service Sector Contraction Sparks Economic Concerns

Ep 152 07-03-24
June Manufacturing Report's Impact on Economic Forecasts

02:19

June Manufacturing Report's Impact on Economic Forecasts

Ep 151 07-01-24
Milestone Episode: Lowest Inflation Rise Since November 2020

02:37

Milestone Episode: Lowest Inflation Rise Since November 2020

Ep 150 06-28-24
Economic Trends Defy Predictions as GDP Edges Up

02:39

Economic Trends Defy Predictions as GDP Edges Up

Ep 000 06-27-24
Housing Inventory Crisis Challenges Federal Reserve Efforts

02:11

Housing Inventory Crisis Challenges Federal Reserve Efforts

Ep 148 06-20-24
Retail Sales Slowdown Raises Economic Concerns

03:21

Retail Sales Slowdown Raises Economic Concerns

Ep 147 06-18-24
The Federal Reserve's Dilemma Amid Rising Inflation

03:34

The Federal Reserve's Dilemma Amid Rising Inflation

Ep 146 06-14-24
Interpreting the Surprising Drop in Producer Price Index

02:37

Interpreting the Surprising Drop in Producer Price Index

Ep 145 06-13-24
Analyzing the Fed's Updated Inflation Expectations

03:31

Analyzing the Fed's Updated Inflation Expectations

Ep 144 06-12-24
May Consumer Price Index Effect on Consumer Spending

03:31

May Consumer Price Index Effect on Consumer Spending

Ep 143 06-12-24
The Hidden Story Behind May's Jobs Numbers

02:50

The Hidden Story Behind May's Jobs Numbers

Ep 142 06-07-24
Will the Fed Follow ECB's Lead on Rate Cuts?

05:03

Will the Fed Follow ECB's Lead on Rate Cuts?

Ep 141 06-06-24
Examining the Recent Slump in ISM Manufacturing Index

03:03

Examining the Recent Slump in ISM Manufacturing Index

Ep 140 06-04-24
Analyzing Incremental Inflation Progress

02:24

Analyzing Incremental Inflation Progress

Ep 139 05-31-24
Revised GDP Figures: What They Mean for Inflation Fears

03:08

Revised GDP Figures: What They Mean for Inflation Fears

Ep 138 05-30-24
Uncovering the Implications of Weak Treasury Auctions

02:37

Uncovering the Implications of Weak Treasury Auctions

Ep 137 05-29-24
Anticipating the Fed's Next Move in an Uncertain Market

03:36

Anticipating the Fed's Next Move in an Uncertain Market

Ep 136 05-22-24
Unpacking Inflation's Impact on Memorial Day Weekend

04:27

Unpacking Inflation's Impact on Memorial Day Weekend

Ep 135 05-20-24
Assessing Market Reactions to Latest Inflation Data

04:42

Assessing Market Reactions to Latest Inflation Data

Ep 134 05-15-24
Deciphering April's Producer Price Index

03:09

Deciphering April's Producer Price Index

Ep 133 05-14-24
Sell In May and Go Away

04:17

Sell In May and Go Away

Ep 132 05-13-24
Anticipating the Impact of Consumer Confidence on Market Dynamics

03:22

Anticipating the Impact of Consumer Confidence on Market Dynamics

Ep 131 05-10-24
Analyzing Inflation and Unemployment Trends

05:32

Analyzing Inflation and Unemployment Trends

Ep 130 05-08-24
Economic Insights on Fed's Recent Moves

04:59

Economic Insights on Fed's Recent Moves

Ep 129 05-01-24
Exploring the Intersection of Market Sentiment and Economic Data

05:04

Exploring the Intersection of Market Sentiment and Economic Data

Ep 128 04-29-24
Analyzing Persistent Core Inflation Report

03:23

Analyzing Persistent Core Inflation Report

Ep 127 04-26-24
Inflation and Interest Rates in Focus After GDP Report

04:09

Inflation and Interest Rates in Focus After GDP Report

Ep 126 04-25-24
Q1 Earnings Season Kicks Off

01:47

Q1 Earnings Season Kicks Off

Ep 000 04-22-24
The March Existing Home Sales Data Report

02:31

The March Existing Home Sales Data Report

Ep 000 04-19-24
Signals from the Latest Economic Indicator Trends

02:43

Signals from the Latest Economic Indicator Trends

Ep 123 04-18-24
Housing Market Reacts to Rising Interest Rates

02:20

Housing Market Reacts to Rising Interest Rates

Ep 122 04-16-24
Reading the Economic Tea Leaves Through Consumer Confidence

03:25

Reading the Economic Tea Leaves Through Consumer Confidence

Ep 121 04-12-24
FOMC Subtle Hints and Market Reactions

02:57

FOMC Subtle Hints and Market Reactions

Ep 120 04-10-24
Breaking Down the March CPI Report with Key Insights for Investors

04:48

Breaking Down the March CPI Report with Key Insights for Investors

Ep 119 04-10-24
Understanding the Employment Surge in the March Jobs Report

04:15

Understanding the Employment Surge in the March Jobs Report

Ep 118 04-05-24
Sifting Through ISM Services Report Signals

03:07

Sifting Through ISM Services Report Signals

Ep 117 04-03-24
ISM Manufacturing Milestone: Growth Signals & Market Impact

02:26

ISM Manufacturing Milestone: Growth Signals & Market Impact

Ep 116 04-01-24
2023 Fourth Quarter GDP Review: Analyzing Economic Growth

02:52

2023 Fourth Quarter GDP Review: Analyzing Economic Growth

Ep 115 03-28-24
Economic Forecasts and Equity Impacts in Light of Consumer Confidence

02:12

Economic Forecasts and Equity Impacts in Light of Consumer Confidence

Ep 114 03-26-24
Insights into Housing Data: Housing Market Resurgence

02:38

Insights into Housing Data: Housing Market Resurgence

Ep 113 03-21-24
Breaking Down the Bullish Boost: Federal Reserve Meeting Recap

03:39

Breaking Down the Bullish Boost: Federal Reserve Meeting Recap

Ep 112 03-21-24
Japan's Economic Shift: The Bank of Japan Moves Away from Negative Rates

03:09

Japan's Economic Shift: The Bank of Japan Moves Away from Negative Rates

Ep 111 03-19-24
Job Market Insights: Analyzing the February Employment Numbers

02:55

Job Market Insights: Analyzing the February Employment Numbers

Ep 110 03-08-24
Fed Testimony Breakdown: Rate Cuts, Inflation Focus, and a Basel III Surprise

04:12

Fed Testimony Breakdown: Rate Cuts, Inflation Focus, and a Basel III Surprise

Ep 109 03-07-24
Service Sector Spotlight: Key Indicators from ISM Services Report

02:49

Service Sector Spotlight: Key Indicators from ISM Services Report

Ep 108 03-05-24
Unpacking the ISM Manufacturing Data and What It Means for Investors

02:42

Unpacking the ISM Manufacturing Data and What It Means for Investors

Ep 107 03-01-24
From Income to Inflation: Breaking Down the February PCE Report

03:54

From Income to Inflation: Breaking Down the February PCE Report

Ep 106 02-29-24
Economic Update: Consumer Confidence Decline in February

02:41

Economic Update: Consumer Confidence Decline in February

Ep 105 02-27-24
Existing Home Sales Update: January’s Surge

02:27

Existing Home Sales Update: January’s Surge

Ep 104 02-22-24
Market Watch: Unpacking the Fed's January Minutes

03:17

Market Watch: Unpacking the Fed's January Minutes

Ep 103 02-21-24
Market Insights:: The Surprising January Retail Sales Report

03:27

Market Insights:: The Surprising January Retail Sales Report

Ep 102 02-15-24
Inflation Insights: the January Consumer Price Index

03:34

Inflation Insights: the January Consumer Price Index

Ep 101 02-13-24
The Dangers of Becoming Dovish - Celebrating the 100th Episode

04:14

The Dangers of Becoming Dovish - Celebrating the 100th Episode

Ep 100 02-08-24
Market Reaction: Analyzing the Surge in Service Sector Growth

02:22

Market Reaction: Analyzing the Surge in Service Sector Growth

Ep 099 02-05-24
Surprising Job Surge: The January Employment Report

03:32

Surprising Job Surge: The January Employment Report

Ep 098 02-02-24
Economic Signals: ISM Manufacturing Index Update

01:59

Economic Signals: ISM Manufacturing Index Update

Ep 097 02-01-24
Fed's Hawkish Turn: Market Reactions from FOMC Meeting

03:11

Fed's Hawkish Turn: Market Reactions from FOMC Meeting

Ep 096 02-01-24
Unexpected Consumer Data: a Climb in Confidence for January

03:30

Unexpected Consumer Data: a Climb in Confidence for January

Ep 095 01-30-24
Fed's Inflation Goals in Sight: PCE Inflation and Market Outlook

02:30

Fed's Inflation Goals in Sight: PCE Inflation and Market Outlook

Ep 094 01-26-24
Consumer Power: How Q4 GDP Reflects Economic Strength

02:58

Consumer Power: How Q4 GDP Reflects Economic Strength

Ep 093 01-25-24
Global Trade Interruptions: Impacts of the Red Sea Shipping Disruptions

03:17

Global Trade Interruptions: Impacts of the Red Sea Shipping Disruptions

Ep 092 01-24-24
The Implications of Rising Credit Card Debt on Future Economic Conditions

02:31

The Implications of Rising Credit Card Debt on Future Economic Conditions

Ep 091 01-17-24
Sticky Inflation Concerns Arise From New CPI Report

01:37

Sticky Inflation Concerns Arise From New CPI Report

Ep 090 01-11-24
Optimism Amid Challenges: Small Businesses and the Surge in Consumer Credit

02:44

Optimism Amid Challenges: Small Businesses and the Surge in Consumer Credit

Ep 089 01-09-24
Interpreting Subtle Shifts in Employment Data

03:43

Interpreting Subtle Shifts in Employment Data

Ep 088 01-05-24
Breaking Down the ISM Manufacturing Report: Impact of Recession Speculations

02:27

Breaking Down the ISM Manufacturing Report: Impact of Recession Speculations

Ep 087 01-03-24
Wrapping Up the Year with Megan's Take on Inflation and Interest Rates

02:13

Wrapping Up the Year with Megan's Take on Inflation and Interest Rates

Ep 086 12-22-23
Leading Indicator Index: Challenging Expectations

02:30

Leading Indicator Index: Challenging Expectations

Ep 085 12-21-23
Breaking Down the December Consumer Confidence Report

02:45

Breaking Down the December Consumer Confidence Report

Ep 084 12-20-23
Housing Data Updates: A Surprising Surge in Housing Starts

02:09

Housing Data Updates: A Surprising Surge in Housing Starts

Ep 000 12-19-23
Housing Market Update: Analyzing Home Builder Sentiment and More

02:23

Housing Market Update: Analyzing Home Builder Sentiment and More

Ep 000 12-18-23
Discussing the Federal Reserve's Decision: Interest Rates and Market Reactions

04:57

Discussing the Federal Reserve's Decision: Interest Rates and Market Reactions

Ep 000 12-13-23
12 Days of Christmas Wishes: Markets with Megan Special Holiday Edition!

03:54

12 Days of Christmas Wishes: Markets with Megan Special Holiday Edition!

Ep 080 12-04-23
Insights on Recessionary Signals and Market Optimism

02:18

Insights on Recessionary Signals and Market Optimism

Ep 079 12-01-23
Q4 Economic Data Pointing Towards Weakness

02:47

Q4 Economic Data Pointing Towards Weakness

Ep 078 11-30-23
GDP Upswing: Revealing the Strongest Quarterly Reading Since 2021

02:44

GDP Upswing: Revealing the Strongest Quarterly Reading Since 2021

Ep 077 11-29-23
Thanksgiving Economics: An Optimistic Look at Decreased Holiday Costs

04:20

Thanksgiving Economics: An Optimistic Look at Decreased Holiday Costs

Ep 076 11-21-23
Leading Economic Indicator Index Shows Continuous Decline

02:14

Leading Economic Indicator Index Shows Continuous Decline

Ep 075 11-20-23
Economic Update: Signs of Weakening in Labor, Manufacturing, and Housing Markets

03:36

Economic Update: Signs of Weakening in Labor, Manufacturing, and Housing Markets

Ep 074 11-16-23
Producer Price Index: The Future of Consumer Prices

01:49

Producer Price Index: The Future of Consumer Prices

Ep 073 11-15-23
Retail Sales Report: Looking into Consumer Spending

02:04

Retail Sales Report: Looking into Consumer Spending

Ep 072 11-15-23
October's Consumer Price Index: Lower Inflation Impact

03:13

October's Consumer Price Index: Lower Inflation Impact

Ep 071 11-14-23
What Happened to Consumer Confidence?

02:14

What Happened to Consumer Confidence?

Ep 070 11-10-23
Dissecting Federal Reserve Comments and Market Impact

02:50

Dissecting Federal Reserve Comments and Market Impact

Ep 069 11-09-23
Behind the Numbers: S&P 500 Earnings Breakdown

02:53

Behind the Numbers: S&P 500 Earnings Breakdown

Ep 068 11-07-23
Investor's Guide to the October Jobs Report

03:06

Investor's Guide to the October Jobs Report

Ep 067 11-03-23
Understanding the Fed's Message: What It Means for Investors

03:14

Understanding the Fed's Message: What It Means for Investors

Ep 066 11-01-23
Bond Market Trends: The Treasury's Quarterly Refunding Announcement

02:39

Bond Market Trends: The Treasury's Quarterly Refunding Announcement

Ep 065 11-01-23
Consumer Behavior Amid Economic Uncertainty

03:56

Consumer Behavior Amid Economic Uncertainty

Ep 064 10-27-23
Q3 GDP Results: Personal Spending and Economic Trends

04:19

Q3 GDP Results: Personal Spending and Economic Trends

Ep 063 10-26-23
Housing Market Update: New Home Sales in September

02:27

Housing Market Update: New Home Sales in September

Ep 062 10-25-23
Understanding Powell's Speech and its Effect on the Market

02:22

Understanding Powell's Speech and its Effect on the Market

Ep 061 10-19-23
A Closer Look into the September Retail Sales Report

03:06

A Closer Look into the September Retail Sales Report

Ep 060 10-17-23
Understanding Inflation Trends: Market Updates with Megan

02:00

Understanding Inflation Trends: Market Updates with Megan

Ep 059 10-13-23
Inflation Report Analysis: Key Takeaways with Megan Horneman

02:00

Inflation Report Analysis: Key Takeaways with Megan Horneman

Ep 058 10-12-23
Impact of Declining Interest Rates on the Equity Market

02:26

Impact of Declining Interest Rates on the Equity Market

Ep 057 10-10-23
The Market Reaction to the Israel-Hamas Conflict

03:50

The Market Reaction to the Israel-Hamas Conflict

Ep 056 10-09-23
September Jobs Report CRUSHES Expectations - What You Need to Know

01:49

September Jobs Report CRUSHES Expectations - What You Need to Know

Ep 055 10-06-23
Key Takeaways from the ISM Services Report

01:43

Key Takeaways from the ISM Services Report

Ep 054 10-04-23
Economic Trends: The Implications of JOLTS Survey Job Openings Increase

02:36

Economic Trends: The Implications of JOLTS Survey Job Openings Increase

Ep 000 10-03-23
050: Navigating the Impact of an Auto Industry Wide Strike 09-27-23

03:00

050: Navigating the Impact of an Auto Industry Wide Strike 09-27-23

Ep 050 09-27-23
049: The Housing Market's Complex Challenges

02:25

049: The Housing Market's Complex Challenges

Ep 049 09-22-23
048: A Close Look at the Federal Reserve's Unexpected Monetary Shifts

02:29

048: A Close Look at the Federal Reserve's Unexpected Monetary Shifts

Ep 048 09-22-23
047: Recent Retail Sales Report 09-15-23

02:00

047: Recent Retail Sales Report 09-15-23

Ep 047 09-15-23
046: Health of the Chinese Economy 09-14-23

01:34

046: Health of the Chinese Economy 09-14-23

Ep 046 09-14-23
045: Inflation Rise and Federal Reserve Reactions 09-13-23

02:02

045: Inflation Rise and Federal Reserve Reactions 09-13-23

Ep 045 09-13-23
044: Fading Business Optimism 09-12-23

01:18

044: Fading Business Optimism 09-12-23

Ep 044 09-12-23
043: Analyzing the Uptick in Household Net Worth and Rising Debts

02:51

043: Analyzing the Uptick in Household Net Worth and Rising Debts

Ep 043 09-11-23
042: Decoding the ISM Services Report 09-06-23

02:09

042: Decoding the ISM Services Report 09-06-23

Ep 042 09-06-23
041: Deciphering Labor Market Trends and Consumer Confidence 08-29-23

02:15

041: Deciphering Labor Market Trends and Consumer Confidence 08-29-23

Ep 041 08-30-23
040: Federal Reserve Symposium Insights with Megan Horneman 08-25-23

02:36

040: Federal Reserve Symposium Insights with Megan Horneman 08-25-23

Ep 040 08-25-23
039: Breaking Down the $100 Billion Retail Shrinkage Dilemma 08-24-23

02:19

039: Breaking Down the $100 Billion Retail Shrinkage Dilemma 08-24-23

Ep 039 08-24-23
038: Markets with Megan - Housing Report 08-23-23

02:00

038: Markets with Megan - Housing Report 08-23-23

Ep 038 08-23-23
037: Philly Fed & Treasury 08-17-23

01:55

037: Philly Fed & Treasury 08-17-23

Ep 037 08-17-23
036: Unpacking the FOMC Minutes with Megan Horneman 08-16-23

02:05

036: Unpacking the FOMC Minutes with Megan Horneman 08-16-23

Ep 000 08-16-23
035: The Latest Retail Sales Report: Winners, Losers, and Future Sustainability 08-15-23

02:02

035: The Latest Retail Sales Report: Winners, Losers, and Future Sustainability 08-15-23

Ep 000 08-15-23
034: A Comprehensive Review and Recap of the Second Quarter Earnings Season 08-14-23

01:55

034: A Comprehensive Review and Recap of the Second Quarter Earnings Season 08-14-23

Ep 034 08-14-23
033: Pain at the Pump: Deciphering the Complex World of Commodity Markets

02:12

033: Pain at the Pump: Deciphering the Complex World of Commodity Markets

Ep 033 08-07-23
032: Understanding the Monthly Jobs Report 08-04-23

02:28

032: Understanding the Monthly Jobs Report 08-04-23

Ep 032 08-04-23
031: ISM Service Report: A Game-changer for your Wallet? 08-03-23

02:04

031: ISM Service Report: A Game-changer for your Wallet? 08-03-23

Ep 031 08-03-23
030: Fitch Credit Downgrade 08-02-23

03:37

030: Fitch Credit Downgrade 08-02-23

Ep 030 08-02-23
029: Understanding the ISM Index's Prediction of Recessive Trends 08-01-23

02:19

029: Understanding the ISM Index's Prediction of Recessive Trends 08-01-23

Ep 029 08-01-23
028: Fed's Senior Loan Officer Survey 07-31-23

02:18

028: Fed's Senior Loan Officer Survey 07-31-23

Ep 028 07-31-23
027: Student Loan Repayment 07-28-23

02:50

027: Student Loan Repayment 07-28-23

Ep 027 07-26-23
026: Second Quarter Earnings Season 07-24-23

02:47

026: Second Quarter Earnings Season 07-24-23

Ep 026 07-24-23
025: Black Sea Initiative 07-21-23

02:32

025: Black Sea Initiative 07-21-23

Ep 025 07-21-23
024: Housing Report 07-20-23

01:42

024: Housing Report 07-20-23

Ep 024 07-20-23
023: Retail Sales 07-19-23

01:51

023: Retail Sales 07-19-23

Ep 023 07-19-23
022: Earnings Season Kickoff 07-17-23

02:06

022: Earnings Season Kickoff 07-17-23

Ep 022 07-17-23
021 Inflation Update 07-14-23

01:24

021 Inflation Update 07-14-23

Ep 021 07-14-23
018 College Debt Forgiveness

02:12

018 College Debt Forgiveness

Ep 018 07-07-23
020 Jobs Report 07 07 23

02:37

020 Jobs Report 07 07 23

Ep 020 07-07-23
019 Jobs Report Prelude 07 06 23

02:10

019 Jobs Report Prelude 07 06 23

Ep 019 07-07-23
020: Jobs Report 07-07-23

02:37

020: Jobs Report 07-07-23

Ep 000 07-07-23
013 England's Surprise 06-14-2023

01:46

013 England's Surprise 06-14-2023

Ep 013 07-06-23
012 Fed Meeting 06-14-2023

02:56

012 Fed Meeting 06-14-2023

Ep 012 07-06-23
019: Jobs Report Prelude 07-06-23

02:10

019: Jobs Report Prelude 07-06-23

Ep 019 07-06-23
018: College Debt Forgiveness 06-30-23

02:12

018: College Debt Forgiveness 06-30-23

Ep 018 06-30-23
017: First Quarter GDP Report 06-29-23

02:05

017: First Quarter GDP Report 06-29-23

Ep 017 06-29-23

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