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Volatility Tests High Valuations | S2 E095
Season 2 Episode 95
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 o…
9 months, 2 weeks ago
Jobs Data, Fed Decisions, and Life After the Shutdown | S2 E094
Season 2 Episode 94
Washington is back open, and the market’s attention snaps from headlines to hard numbers. We walk through what the end of the longest U.S. government…
9 months, 2 weeks ago
New Orders Surge, Costs Rise | S2 E093 | 11-05-25
Season 2 Episode 93
The October ISM Services index is back in expansion territory—coming in above 50—with six out of ten categories rising and new orders leading the cha…
10 months ago
Big Companies Hire, Small Shops Sigh | S2 E092 | 11-05-25
Season 2 Episode 92
We unpack October’s ADP payroll report during the record government shutdown and parse where hiring is actually happening. Large firms added jobs whi…
10 months ago
The Fed is Watching This Inflation Signal | S2 E091 | 11-03-25
Season 2 Episode 91
Factories are feeling the squeeze, but one surprising shift may be a quiet win for anyone watching inflation. We dig into October’s ISM manufacturing…
10 months ago
Rate Relief or Reality Check? | S2 E090 | 10-30-25
Season 2 Episode 90
The Federal Reserve finally cut rates but their tone shocked Wall Street. Megan Horneman breaks down what the Fed really said, why markets might be t…
10 months ago
Inflation Won’t Quit. Will the Fed Blink First?? | S2 E089 | 10-17-25
Season 2 Episode 89
Markets don’t pause just because official data does. With the government shutdown stretching on, we turn to the signals still flashing: ISM surveys, …
10 months, 2 weeks ago
What is the Fed Watching as Consumer Sentiment Slips? | S2 E088 | 10-17-25
Season 2 Episode 88
When official data goes dark, the market turns to the signals still shining. We dig into the University of Michigan’s preliminary consumer sentiment …
10 months, 2 weeks ago
Record Highs or Just High Hopes? | S2 E087 | 10-08-25
Season 2 Episode 87
Markets are hitting record highs — but is it the Fed’s doing? Megan Horneman breaks down what’s really driving the rally, how the ongoing government …
10 months, 4 weeks ago
Rebound or Red Flag? 3Q25 Recap | S2 E086 | 10-06-25
Season 2 Episode 86
It was a strong quarter for investors — but what does the third quarter of 2025 really tell us about where markets and the economy are headed next?
I…
10 months, 4 weeks ago