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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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Brian J. Grumbach AIF®, CFP®, CIMA®
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