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Consumers Just Sent a Warning, and Markets Heard it | S3 E115 | 01-27-2026
Season 3 Episode 115
A jolt in consumer sentiment just reset the market’s mood. We break down why confidence slid to its lowest level since 2014, what the expectations in…
7 months, 1 week ago
Consumers Feel Great, Their Savings Do Not | S3 E114 | 01-23-2026
Season 3 Episode 114
Markets rarely move on one number, and this week offered a full mosaic. We break down a stronger third estimate for Q3 GDP, why equipment and intelle…
7 months, 1 week ago
Geopolitics, Bond Yields, and a Market Reality Check | S3 E113 | 01-21-26
Season 3 Episode 113
Markets don’t need a heavy data week to make big moves. We open with a sharp risk-off swing sparked by a jump in Japan’s 10-year yield to heights not…
7 months, 2 weeks ago
Inflation, Spending & a Fed on Edge | S3 E112 | 01-14-26
Season 3 Episode 112
Headlines say inflation is coming down — but is it really?
Verdence CIO Megan Horneman challenges the popular inflation narrative by breaking down the…
7 months, 3 weeks ago
2025 Recap: A Strange Year That Paid Off | S3 E111 | 01-05-26
Season 3 Episode 111
Welcome to 2026. We’re kicking off the year by unpacking one of the most surprising market environments in recent history.
In this episode of Markets …
7 months, 4 weeks ago
Our 12 Days of Christmas Wishlist for Markets | S2 E 110 | 12-22-25
Season 2 Episode 110
As we wrap up the year, we’re trading headlines for holiday wishes. 🎄
In this special year-end episode of Markets with Megan, Megan Horneman shares he…
8 months, 1 week ago
Inflation Drops, Doubts Rise | S2 E109 | 12-18-25
Season 2 Episode 109
Inflation finally delivered some encouraging signals — but the details matter.
Megan Horneman breaks down the November CPI report, which showed inflat…
8 months, 2 weeks ago
Inside October Retail: Weak Headline, Strong Core | S2 E107 | 12-17-25
Season 2 Episode 107
We unpack October retail sales: a flat headline hides a stronger 0.8% rise in core spending while restaurants and autos slip. We explain what a tepid…
8 months, 2 weeks ago
What Slowing Job Growth Means For The Economy | S2 E106 | 12-17-25
Season 2 Episode 106
A cooling jobs market doesn’t always scream crisis. Sometimes it whispers caution. We unpack why October turned negative, how November’s modest gain …
8 months, 2 weeks ago
Special Edition: Inside the FOMC - What Does it all Mean? | S2 E108 | 12-18-25
Season 2 Episode 108
Why does Fed Structure Matter More Than Headlines?
In this special edition of Markets with Megan, Megan Horneman, Chief Investment Officer at Verdence…
8 months, 2 weeks ago