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Markets with Megan: A Two-Minute Financial Markets Update

Markets with Megan: A Two-Minute Financial Markets Update

De: Megan Horneman
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Empower yourself with knowledge, one fact at a time. Markets with Megan is a two-minute 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.

© 2025 Markets with Megan: A Two-Minute Financial Markets Update
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Episodios
  • Inflation Falls Flat: CPI Surprises Wall Street | S2 E041 | 05-13-25
    May 13 2025

    🚨 INFLATION DATA ALERT!

    In this episode of Markets with Megan, we break down the April CPI report and explain why the markets are breathing a sigh of relief. Despite expectations, tariffs haven’t shown up in the inflation data—yet. Is this a green light for the Fed to stay put? Or just the calm before the storm?

    📉 CPI came in slightly weaker than expected—find out what sectors are driving the shift and how equities are reacting.

    🔎 What we cover:

    - The latest CPI data and what it tells us about inflation trends
    - Why tariffs haven't hit prices yet
    - What this means for the Fed’s next rate decision
    - Sector-by-sector breakdown of market performance

    📊 If you care about interest rates, inflation, and smart investing—this one’s for you.

    ✅ Don’t forget to like, subscribe, and hit the bell 🔔 to stay updated.

    📩 Share this with friends, colleagues, and anyone who wants to stay sharp on market trends.

    📍 Listen to more episodes: https://marketswithmegan.FM
    💬 Got questions? Drop them in the comments below!

    #CPI #Inflation #MarketsWithMegan #InterestRates #Tariffs #InvestingNews #StockMarketToday #FederalReserve #MarketUpdate #FinancialPodcast


    https://youtu.be/j_MM3kCaUrY

    Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
    or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
    that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
    discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

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    4 m
  • US-UK Trade Deal: Unpacking the New Framework | S2 E040 | 05-08-25
    May 8 2025

    📈 Markets are rallying—and it’s all thanks to trade. In this special episode of Markets with Megan, CIO Megan Horneman dives into the just-announced US–UK trade framework and what it means for investors.

    🚨 The UK is slashing tariffs on cars, buying billions in Boeing parts, and opening the door to US agricultural exports. Is this the first domino in a broader trade thaw?

    Tune in to learn:

    Why this deal is a game-changer for equities

    Which sectors are leading and lagging

    How this could shape future global trade talks

    🔔 Subscribe for weekly market insights: h

    #TradeDeal #MarketsWithMegan #USUK #StockMarketNews #Boeing #Tariffs #EconomicUpdate #FinancePodcast #VerdenceCapital #MeganHorneman #EquityMarkets


    https://youtu.be/KVdGr-M82KY

    Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
    or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
    that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
    discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

    Más Menos
    3 m
  • Big Market Misread? GDP Miss + ISM Drop | S2 E039 | 05-07-25
    May 7 2025

    📉 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.

    👉 Subscribe to Markets with Megan
    www.MarketsWithMegan.FM

    📲 Connect with Verdence Capital:
    Website: https://www.verdence.com

    #marketnews #inflation #gdpreport #economy #economicupdate #economicoutlook #federalreserve #fedwatch


    https://youtu.be/3uEUbO5nx_w

    Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks
    or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance
    that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any
    discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

    Más Menos
    3 m
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