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Service Sector Warning: Prices Are Back | S3 E164 | 09-03-26
Season 3 Episode 164
The ISM Services Index ticked up in August, and the report's prices paid component jumped to its highest level since August 2022, back when the econo…
5 hours ago
The Fed's New Focus: Prices Over Jobs | S3 E163 | 08-28-26
Season 3 Episode 163
Federal Reserve Chairman Warsh delivered a notably hawkish speech at this year's Jackson Hole Economic Symposium, and it has real implications for wh…
6 days, 5 hours ago
This Inflation Report Puts Pressure on the Fed | S3 E162 | 08-26-26
Season 3 Episode 162
The July PCE inflation report came in hotter than expected, with the Fed's preferred inflation gauge rising 0.2% month over month against a forecast …
1 week, 1 day ago
Why Are We Watching the Fed | S3 E161 | 08-19-26
Season 3 Episode 161
The Federal Reserve released the minutes from its July meeting, and Megan breaks down what they actually reveal about the committee's thinking headin…
2 weeks, 1 day ago
Retail Sales Miss, Confidence Drops Too | S3 E160 | 08-14-26
Season 3 Episode 160
Today's data on the consumer wasn't good. July retail sales fell 0.3%, missing expectations for a 0.2% gain, following a decline the month before. Me…
2 weeks, 6 days ago
Markets Rally on CPI, Megan Isn't Sold | S3 E159 | 08-12-26
Season 3 Episode 159
July's Consumer Price Index is in, and markets are cheering. Headline CPI rose 0.1% for the month and 3.5% year-over-year, while core CPI came in at …
3 weeks, 1 day ago
Does Small Business Data Hint at a Fed Shift? | S3 E158 | 08-11-26
Season 3 Episode 158
The July NFIB Small Business Optimism Index just came in better than expected and it's now at its highest level since August 2025. Understand why thi…
3 weeks, 2 days ago
Wages Grow 3.2%. But Is That Enough? | S3 E157 | 08-07-26
Season 3 Episode 157
The July jobs report landed with a surprise this morning, and it wasn't the good kind. Economists expected the U.S. economy to add 80,000 jobs. Inste…
3 weeks, 6 days ago
Supply Chains Behave While Prices Misbehave | S3 E156 | 08-05-26
Season 3 Episode 156
The July ISM Services report is in, and it's giving the Fed a mixed signal ahead of its September rate decision. Megan Horneman breaks down why the h…
4 weeks, 1 day ago
The 9.2% Number Hiding Inside Retail Sales | S3 E155 | 07-17-26
Season 3 Episode 155
June retail sales came in close to expectations, with headline growth slowing to 0.2% as gasoline station sales pulled the number down. But strip out…
1 month, 2 weeks ago