Markets with Megan: A Quick Financial Markets Update

🚨 The White House unveiled significant new tariffs, shaking investor confidence and triggering market volatility. What's the real impact, and where are (or ARE there) the opportunities? Liberation Day is being categorized at "The Reordering of Global Trade" and is poised to shake global markets for the short term and change the dynamic of the global economy long term.  Verdence Cap...

The latest economic data shows inflation continuing to rise despite consumer spending weaknesses, creating a complex picture for markets and policymakers. Market reactions suggest growing concerns about economic growth taking precedence over inflation worries. • Monthly PCE (the Fed's preferred inflation indicator) showed core inflation rising 0.4%, exceeding expectations • Year-over-year cor...

📈 SURPRISE ECONOMIC WIN! GDP Revised Higher – But Can It Last? 📉 After a string of disappointing economic data, we finally got some good news—the latest Q4 GDP revision came in higher than expected! But is this just a blip, or does it signal something bigger? 🤔 🔹 GDP REVISED UP to 2.4% (vs. 2.3% last reading) 🔹 Corporate profits SURGE—biggest jump since 2022! 💰 🔹 Core PCE inflation revised...

🚨 AUTO INDUSTRY SHOCK: White House Slaps 25% Tariff on Imports! 🚨 The White House just dropped a major bombshell on the auto industry—announcing a new 25% tariff on ALL imported cars and auto parts . With the U.S. importing $474 billion in auto products last year, this move is sending shockwaves through the global market. 🚗 Winners & Losers: 🔺 Tesla & Ford gain an edge with U.S.-based...

📉 Consumer Sentiment Plunges – What’s Next for the Economy? Consumer confidence just hit its lowest level since 2021, and expectations for the future are the worst since 2013. What does this mean for spending, inflation, and the economy moving forward? In this episode of Markets with Megan, we break down: ✅ Why consumer confidence is sinking 📊 ✅ How inflation expectations just hit a 2-year hig...

Central banks worldwide have reduced their global GDP forecasts due to trade uncertainty, potential inflation increases, and weakening consumer spending. The Federal Reserve lowered US growth expectations to 1.7% for the year, following similar cuts from the Bank of England and European Central Bank. • OECD has cut global GDP forecasts for this year and next • Federal Reserve reduced US GDP foreca...

🚨 Stock Market Correction Alert! The S&P 500 has officially hit correction territory, dropping 10% from recent highs. What does this mean for investors? Is this a buying opportunity or the start of a deeper decline? 📉📈 In this episode of Markets with Megan, we break down: ✅ The key reasons behind the correction ✅ Tariff tensions, economic slowdown, and market uncertainty ✅ Whether now is...

🔥 Breaking Market Update! The latest Consumer Price Index (CPI) report is out, and the markets are reacting fast. Inflation came in lower than expected , with headline CPI rising just 2.8% YoY , down from 3% last month . Core inflation also cooled, but is it enough for the Federal Reserve to start easing up on rates? 📉🏦 💡 Key Takeaways:  ✅ Airfare & vehicle prices are dropping – are consu...

It’s been a brutal day for US equity markets, with the NASDAQ plunging 4% and officially entering correction territory 🚨. Volatility is surging, tech stocks are taking a hit, and investors are scrambling for answers. Why is this happening? What does it mean for the future? And where are the real opportunities in this market turmoil? In this episode of Markets with Megan, we break down: ✅ The dri...

🚨 Markets in Chaos After Shocking Jobs Report! 🚨 The latest unemployment and underemployment numbers are sending shockwaves through the markets! 📉📈 Job gains missed expectations, unemployment ticked up, and underemployment saw its biggest jump since 2020. What does this mean for the Fed’s next move? Will inflation cool, or is more turbulence ahead? Verdence CIO Megan Horneman breaks down today...

📉 Washington Whipsaw: Market Volatility Surges! Investors are on edge as tariff uncertainty fuels wild swings in the market. Are tariffs on or off? No one knows—and that’s causing chaos. Meanwhile, big tech stocks are selling off as traders move to the sidelines, waiting for clarity. In this episode of Markets with Megan, we cover: 🔄 Tariff Uncertainty: Why the back-and-forth is paralyzing busin...

SPECIAL IMPACT REPORT:  🚨 Tariff Chaos! Market Volatility Surges as Global Trade Tensions Rise 🚨 In this special Impact Report from Markets with Megan, we break down the latest tariff tensions shaking up the markets. With the Trump administration imposing tariffs on Mexico, Canada, and China, retaliatory measures are starting to roll in—causing volatility to surge and stocks to tumble. But that’...

The warning signs are flashing—consumer confidence just dropped to its lowest level in four years. In this episode of Markets with Megan, we break down what’s driving this decline, why inflation expectations are rising, and how the labor market is shifting. 🔍 Key Topics: ✅ Consumer confidence plunges—what it means for the economy ✅ Tech stocks take a hit—why investors are selling big winners ✅...

The markets have been on a rollercoaster ride, with back-to-back declines shaking investors. 📊 But what's really behind the volatility? In this episode of Markets with Megan, we break down the key drivers: 🔹 Weak economic data & slowing consumer confidence 🔹 Inflation expectations hitting 30-year highs 🔹 High market valuations & seasonality trends 🔹 Political uncertainty impactin...

📉 Walmart’s Warning Shakes the Markets! The retail giant cut its earnings outlook for 2025, citing consumer weakness and economic uncertainty—and Wall Street isn’t taking it well. The Dow plunged nearly 600 points as investors reacted to concerns about inflation, tariffs, and slowing consumer spending. In this episode of Markets with Megan, we break down: 🔻 Walmart’s Earnings Downgrade: Why is t...

The housing market is cooling fast , and the latest data confirms it! 🏡❄️ With housing starts falling at the sharpest pace in 10 months , builders are feeling the pressure. Rising mortgage rates and uncertainty around tariffs are making things even worse. In this episode of Markets with Megan , we break down: 📉 Housing Starts & Building Permits: What’s causing the decline? 🏠 Homebuilder Sen...

Can inflation derail your financial goals? Discover why January's inflation data has caught everyone off guard and what it means for your wallet and investments. Join us as we unpack the unexpected rise in core inflation to 3.3%, driven by surging costs in food, shelter, and motor vehicle insurance. We explore how these inflationary pressures are influencing the Federal Reserve's stance...

The January 2025 jobs report is in, and it’s sending mixed signals. 📊 While job creation came in lower than expected, upward revisions from the last two months added over 100,000 jobs, making it a stronger report than headlines suggest. But with wage growth rising 4.1%, could this fuel higher inflation and delay Fed rate cuts? Markets are reacting—stocks are down, bond yields are up, and consumer...

The latest ISM Services Index just dropped, and it’s showing signs of a slowdown in the service sector. 📉 Since Americans spend most of their money on services, not goods, this could be a major inflation indicator—and a big factor in the Fed’s next move. Markets are rallying on hopes that this weak report means rate cuts are coming, but is it too soon to celebrate? 🔥 Key Takeaways: ✅ ISM Servic...

The markets are in flux, and we’re here to break it all down. While tariffs dominate the headlines, the latest job data is just as crucial—especially with the Federal Reserve closely watching labor market trends. In this episode of Markets with Megan , we analyze key economic data and market movements, including: ✅ JOLTS Report: Job openings hit a 3-month low—what does this signal for the economy...

The first look at Q4 2024 GDP is in—and it's weaker than expected. 📉 With growth coming in at 2.3% vs. the expected 2.6% , what does this mean for the economy moving forward? While consumer spending surged with a 4.2% increase , other areas like business investment and inventories showed signs of slowing. Plus, how did the Boeing strike impact the numbers? 🔥 Key Takeaways: ✅ GDP growth slo...

In this episode, Megan discusses the Federal Reserve's recent decision to keep interest rates unchanged and the implications of this decision in light of current economic conditions. She unpacks the dynamics of political pressures, tariffs, and labor market impacts that shape the Fed's monetary policy.   • Federal Reserve holds interest rates steady, highlighting economic stability • The...

The episode explores the nuances behind the latest durable goods orders report, revealing a complex picture of economic health. While the headline indicates a decline, deeper analyses show signs of strength in capital goods, prompting discussions about market reactions and the Federal Reserve's upcoming meeting.  • Examination of the preliminary durable goods orders report  • Detailed analysi...

Is consumer confidence slipping as we approach 2025? Join CIO of Verdence Capital Advisors, Megan Horneman, as the latest insights from the University of Michigan's final January report is unraveled, which marks the first decline in consumer confidence in half a year. Megan takes a look at the contributing factors, such as the dip in current conditions and future expectations, and how rising...

Discover how the latest Consumer Price Index report might just be the market's best-kept secret for predicting economic trends. What does a modest rise in core inflation mean for your wallet and investments, especially when it's lower than experts anticipated? We're breaking down the report's implications, particularly focusing on the areas causing ripples—commodities, transpor...