Megan Horneman - Podcast Details

Shows

Markets with Megan: A Two-Minute Financial Markets UpdateHousing Prices Staying Hot or Getting Chilly? | S2 E061 | 07-29-25Housing prices just won't quit—but is that about to change? In this episode of Markets with Megan, Megan Horneman, CIO of Verdence Capital Advisors, unpacks the latest housing price data and what it means for buyers, sellers, and the broader economy. With affordability still a major issue and inventory constraints tightening, Megan breaks down what’s fueling these price trends, how the Fed might respond, and why this data matters for investors.➡️ Tune in to hear how this housing report ties into inflation and what to watch for in upcoming market movements.📲...2025-07-2902 min

Markets with Megan: A Two-Minute Financial Markets UpdateCould Strong Retail Sales Delay Fed Rate Cuts? | S2 E058 | 07-17-25Retail sales just surprised Wall Street — again. On this episode of Markets with Megan, Megan Horneman, CIO of Verdence Capital Advisors, dives into the latest economic data and why the U.S. consumer continues to defy expectations. June’s retail report came in stronger than economists anticipated, sparking questions about inflation, interest rate policy, and whether this resilience is sustainable.Megan breaks down:- What categories drove the surprise- Why these numbers matter to investors and the Fed- How markets are reacting- What it means for future rate cuts and...2025-07-1704 min

Markets with Megan: A Two-Minute Financial Markets UpdateHow Markets Are Reacting to Rising Tensions with Iran | S2 E053 | 06-23-25After U.S. military action over the weekend, markets opened with mixed signals. Megan Horneman, CIO of Verdence Capital Advisors, shares how investors are interpreting the unfolding events in the Middle East, what’s happening with oil and gold, and how this could influence the Fed's path on interest rates.Key topics covered:-Market reaction to geopolitical tension-Investor sentiment and safe-haven assets-Fed rate cut outlook for 2025Historical market performance post-conflict📉 What’s the real risk to inflation?📈 Will the Fed still cut in September?💡 Why staying disci...2025-06-2304 min

Markets with Megan: A Two-Minute Financial Markets UpdateRecession Red Flag: ISM Services Drop | S2 E050 | 06-04-25The U.S. economy just sent a warning signal. ⚠️ In this episode of Markets with Megan, Megan Horneman breaks down the ISM Services Index report for May—and it's not pretty. For the first time in 11 months, the index dropped below 50, indicating contraction in the critical U.S. services sector.🔍 What does this mean for the markets?⚠️ Is a recession back on the table?💼 How will this impact the Fed’s next move?Megan walks you through the key indicators, the market reaction, and what investors should watch next. 📊 Stay informed. Stay ahead.👇...2025-06-0402 min

Markets with Megan: A Two-Minute Financial Markets UpdateHousing Market In Crisis Again? | S2 E046 | 05-22-25The U.S. housing market just hit a new low. In this episode of Markets with Megan, Verdence CIO Megan Horneman breaks down the shocking April home sales data—revealing the worst April for existing home sales since 2009, during the depths of the Great Recession.📉 Sales fell for the fourth time in five months, driven by weak demand, high interest rates, and uncertain buyer sentiment. Megan explains what this means for the broader economy, mortgage markets, and your investments.🏡 Topics Covered:- April housing market report breakdown- Why home sales are collapsing- Ho...2025-05-2201 min

Markets with Megan: A Two-Minute Financial Markets UpdateCracks in the Consumer: Retail Sales Miss the Mark | S2 E043 | 05-15-25📉 CRACKS IN THE CONSUMER? Here’s what the April retail sales data just revealed—and why markets are watching closely.In this episode of Markets with Megan, Megan Horneman breaks down the April retail sales report and uncovers signs that the consumer—who powers the bulk of U.S. GDP—might be starting to weaken. From auto and clothing sales slumping to the all-important control group declining for the fourth time in seven months, the signs are subtle, but significant.📌 Topics Covered:- The April retail sales surprise: what rose, what fell- Why the...2025-05-1503 min

Markets with Megan: A Two-Minute Financial Markets UpdateUS-UK Trade Deal: Unpacking the New Framework | S2 E040 | 05-08-25📈 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 equitiesWhich sectors are leading and laggingHow this could shape future global trade talks 2025-05-0803 min

Markets with Megan: A Two-Minute Financial Markets UpdateBig Market Misread? GDP Miss + ISM Drop | S2 E039 | 05-07-25📉 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...2025-05-0703 min

Markets with Megan: A Two-Minute Financial Markets UpdateISM Report Flashing Warning Signs? | S2 E037 | 05-01-25📊 The ISM Report Is Flashing a Warning. Should the Fed Worry?In this episode of Markets with Megan, CIO Megan Horneman breaks down the latest ISM Manufacturing data—and why it may be signaling deeper weakness in the economy than the headline GDP suggests.With the ISM index contracting and employment trends softening, this key leading indicator is painting a very different picture than consumer data. Megan explains how the Fed interprets ISM reports, why a rate cut is still unlikely despite manufacturing softness, and how markets are misreading the signals.🔍 Key Topics Covered...2025-05-0103 min

Markets with Megan: A Two-Minute Financial Markets UpdateNegative GDP - First Signs of Recession? | S2 E036 | 04-30-25🚨 The Contraction Is Upon Us 🚨In this episode of Markets with Megan, Chief Investment Officer Megan Horneman breaks down the Q1 GDP report and what it signals for the economy and markets moving forward. With growth slowing more than expected, what should investors watch for next?Megan offers her insights on:- The GDP slowdown and where it came from- Implications for interest rates and Fed policy- Market reaction and potential investment opportunities- Whether this signals the start of an economic contraction👉 Don’t miss Megan’s tak...2025-04-3002 min

Markets with Megan: A Two-Minute Financial Markets UpdateCan Trump Really Fire the Fed Chair? | S2 E034 | 04-21-25In this special Impact Report episode of Markets with Megan, we look at the headline-grabbing question: Can a U.S. president fire the Federal Reserve Chair, Jerome Powell? With President Trump once again vocal about interest rates and the economy, this topic has resurfaced as markets show signs of stress. Megan Horneman explains the legal, political, and economic implications of this scenario, the Supreme Court case that’s brought it back into the spotlight, and what it could mean for investors.We’ll also explore:➡️ The independence of the Federal Reserve➡️ Why Jerome Powell’s role...2025-04-2104 min

Markets with Megan: A Two-Minute Financial Markets UpdateConsumers Beating Tariffs to the Punch | S2 E032 | 04-16-25Consumers Are Spending — But Why Now?💳 Just when we thought consumer strength might be fading, March retail sales come in hot. On today’s Markets with Megan, Megan Horneman breaks down what’s really behind the surge — and what it says about inflation, tariffs, and the economy heading into Q2.Retail sales jumped 1.4% in March, the biggest gain since early 2023. But dig deeper and there’s a story behind the numbers: 🚗 Auto purchases, 🏠 building materials, and 🍽️ restaurant spending all saw big increases. Are consumers front-running May’s tariffs? And what does that mean for future growth?🔥 What yo...2025-04-1602 min

Markets with Megan: A Two-Minute Financial Markets UpdateThe Great Reversal: Start Of A Trend? | S2 E031 | 04-09-25Markets Surge Over 2,000 Points — Is This the Turning Point? | Markets with Megan📈 After weeks of turbulence, the markets are finally bouncing back — big time. In this special Impact Report, Megan Horneman breaks down the massive 2,000+ point rally in the Dow and what’s fueling this sudden optimism.President Trump announced a 90-day pause on tariffs for most countries — a move aimed at allowing time for trade negotiations. While China remains combative, over 75 countries are reportedly working with the administration to strike new deals. Could this be the spark that turns the tide?✅ What the 90-day ta...2025-04-0902 min

Markets with Megan: A Two-Minute Financial Markets UpdateImpact Report: Liberation Day FACTS and the Reorder of Global Trade | S2 E027 | 04-03-25🚨 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 Capital Advisors CIO Megan Horneman provides analysis on the latest US tariff measures (including the 10% across-the-board import tariff) in this episode of Markets with Megan. Understand the shift from using tariffs as punishment to a tool for...2025-04-0306 min

Markets with Megan: A Two-Minute Financial Markets UpdateImpact Report: Correction Is In. Markets Drop10% | S2 E021 | 03-13-25🚨 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 the right time to buy the dip✅ Why small and mid-cap stocks could be the opportunity investors need🔔 Subscribe to stay updated with Verdence CIO Megan Horneman's analysis.For an entire list of ep...2025-03-1304 min

Markets with Megan: A Two-Minute Financial Markets UpdateMarket Mayhem: What’s REALLY Behind the Chaos? | S2 E014 | 02-24-25The 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 impacting business & consumer sentimentIs this just a bump in the road or a sign of bigger market shifts ahead? Tune in as Verdence CIO Megan Horneman unpacks the latest trends and what they mean for investors.✅ Don't forget to subscribe so you...2025-02-2403 min

Markets with Megan: A Two-Minute Financial Markets UpdateAre Consumers Losing Confidence? | S2 E004 | 01-24-25Is 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 inflation concerns are nudging spending habits. With consumers expecting a rise in inflation rates, the ripples could escalate current inflation levels, and it's a scenario the Federal Reserve won't be ignoring.Get ready for a...2025-01-2403 min

Markets with Megan: A Two-Minute Financial Markets UpdateISM Services Index Shocker: What Rising Prices Mean for the Economy | S2 E001 | 01-07-2025Welcome to the first episode of Markets with Megan in 2025! Join Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, as she reviews the latest ISM Services Index report and what it reveals about consumer spending trends.🔎 Key Highlights:- How the service sector drives U.S. GDP and inflation.- Sticky inflation: Why service-related spending pressures persist.- The rise in the ISM Services Index and its economic implications.- Analyzing the spike in prices paid and its impact on Federal Reserve policy.- What today’s market movements and interest rate...2025-01-0705 min

Markets with Megan: A Two-Minute Financial Markets UpdateSoaring Holiday Sales and Fed's Possible Rate Cut | Episode 194 | 12-17-24Can a string of robust retail sales figures foretell the Federal Reserve's next move on interest rates? In this episode, Verdence CIO Megan Horneman recaps November's retail sales report that exceeded expectations for three months in a row. Amidst the holiday shopping frenzy, auto sales and a surge in internet shopping have influenced the retail landscape, while sectors like clothing and department stores lag. This economic snapshot provides insights as the Fed prepares for its pivotal meeting.Tomorrow’s Federal Reserve meeting could signal the next chapter for interest rates, and Megan breaks down the possibilities. A 25 ba...2024-12-1703 min

Markets with Megan: A Two-Minute Financial Markets UpdateFed Minutes, Market Moves, and a 60-Day Ceasefire | Episode 191 | 11-26-24Break down the key insights from the November 7th FOMC meeting with Verdence CIO Megan Horneman. What does a balanced risk between inflation and employment mean for the future of rate cuts? Megan explores this cautious yet open-minded stance and what it signals for the economy. Find out how firms' hiring selectivity and reluctance to raise prices paint a complex picture of the current landscape. We examine the Fed's data-driven approach, dissecting how these dynamics might shape decisions as we approach the December meeting.Feel the pulse of the markets with our analysis of how equities and...2024-11-2602 min

Markets with Megan: A Two-Minute Financial Markets UpdateFed's Rate Cut and Geopolitical Tensions | Episode 188 | 11-07-24In this episode, Verdence Chief Investment Officer Megan Horneman breaks down the latest Federal Reserve decision to cut interest rates by 25 basis points, bringing them to a target range of 4.50% to 4.75%. Megan discusses the Fed's shift in language regarding inflation, highlighting their updated focus on "progress" rather than "gaining confidence" in achieving their 2% inflation target. This subtle change has raised some eyebrows, especially as certain inflation metrics remain sticky. The Fed emphasized a “meeting-by-meeting” approach, with more data anticipated by December that could sway future rate decisions.Also on the docket, discussing how markets have react...2024-11-0703 min

Markets with Megan: A Two-Minute Financial Markets UpdateTrump's Election Sparks Market Surge and Economic Speculation | Episode 187 | 11-06-14"The Results Are In!" In this episode, Megan Horneman, Verdence CIO, dives into the market's response to the recent presidential election, where Donald Trump was elected as the 47th President of the United States. As the Republican Party gained control of the Senate and is on track to secure the House, markets responded with a historic rally, with the Dow Jones surging over 1,000 points. Specific sectors are benefiting from these political shifts, such as financials, industrials, and energy, as investors anticipate regulatory rollbacks and policies favoring economic growth. Drawing parallels to the 2016 election, Megan analyzes how small-cap stocks and...2024-11-0606 min

Markets with Megan: A Two-Minute Financial Markets UpdateEarnings Forecasts Clash with Economic Realities | Episode 182 | 10-22-24In this episode of Markets with Megan, CIO Megan Horneman discusses the latest developments in the third-quarter earnings season for the S&P 500. With financials kicking off the reporting, Megan highlights key trends such as banks' mixed decisions on loan loss reserves and the implications for consumer debt—especially the rise in credit card usage amid soaring interest rates. She breaks down earnings growth expectations, noting a projected 3% year-over-year increase, but stresses that the gains are heavily concentrated in the "Magnificent Seven" stocks. Without them, the overall growth is nearly flat. Megan also flags concerns about overly op...2024-10-2204 min

Markets with Megan: A Two-Minute Financial Markets UpdateFed Pivot, Inflation, and the Risk of Recession | Episode 164 | 08-26-2024Is the Fed about to pull off the impossible—a perfect soft landing for the economy? Join Megan Horneman on this episode of "Markets with Megan," where we discuss the recent Fed pivot that has everyone talking. After the Jackson Hole Symposium, Chairman Jerome Powell hinted at potential rate cuts in the upcoming September meeting. We address three important questions: Is inflation truly under control? How aggressive will the Fed's next moves be? And has the Fed successfully navigated us toward economic stability without a recession?We'll explore the balance the Fed must strike between cu...2024-08-2605 min

Markets with Megan: A Two-Minute Financial Markets UpdateToo Soon to Call the Bottom? | Episode 162 | 08-09-24Is it too soon to call the bottom? Megan Horneman, Chief Investment Officer of Verdence Capital Advisors gives follow-up to Monday's sell of and what that means moving forward. "We think it's too early to call this bottom", stating that volatility is not behind us.Reason being? Economic data was light this week, a recession is still on the table due to the prices paid component spike, treasury auctions were weak, it's the season for pullbacks, and earnings still need to come down. There's still plenty to see and we don't think it's over. While...2024-08-0902 min