Markets with Megan: A Quick Financial Markets Update

Revised GDP Figures: What They Mean for Inflation Fears | Episode 138 | 05-30-24

30 May 2024

Contributed by Lukas

In the realm of economics and financial markets, few indicators are as closely monitored as the Gross Domestic Product (GDP) figures. The GDP's i...

Uncovering the Implications of Weak Treasury Auctions | Episode 137 | 05-29-24

29 May 2024

Contributed by Lukas

When it comes to the stability of financial markets, the significance of Treasury auctions cannot be understated. In the realm of investment, these au...

Anticipating the Fed's Next Move in an Uncertain Market | Episode 136 | 05-22-24

22 May 2024

Contributed by Lukas

When it comes to understanding the financial markets, few things are as pivotal as the decisions and discussions that emanate from the Federal Reserve...

Unpacking Inflation's Impact on Memorial Day Weekend | Episode 135 | 05-20-24

20 May 2024

Contributed by Lukas

Could your Memorial Day weekend BBQ cost more than you bargained for? As we gear up to honor our military heroes this summer,  dissect the not-so-swe...

Assessing Market Reactions to Latest Inflation Data | Episode 134 | 05-15-24

15 May 2024

Contributed by Lukas

The latest Consumer Price Index (CPI) report provides a comprehensive overview of current economic trends, especially regarding inflation. The report ...

Deciphering April's Producer Price Index | Episode 133 | 05-14-24

14 May 2024

Contributed by Lukas

In this episode of "Markets with Megan," the discussion centers around the April Producer Price Index (PPI) and its ramifications for consum...

Sell In May and Go Away | Episode 132 | 05-13-24

13 May 2024

Contributed by Lukas

With the warm breeze of summer comes a wave of economic changes that could impact investors worldwide. Megan discusses the intricacies of the financia...

Anticipating the Impact of Consumer Confidence on Market Dynamics | Episode 131 | 05-10-24

10 May 2024

Contributed by Lukas

In this episode we discuss the complexities of consumer confidence and its profound impact on the economy and dissect recent trends highlighted in the...

Analyzing Inflation and Unemployment Trends | Episode 130 | 05-08-2024

08 May 2024

Contributed by Lukas

The recent labor market report brought weaker than expected April employment numbers and a curious uptick in the unemployment rate. This episode peels...

Economic Insights on Fed's Recent Moves | Episode 129 | 05-01-2024

01 May 2024

Contributed by Lukas

In this episode of "Markets with Megan," Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the Federal Reserv...

Exploring the Intersection of Market Sentiment and Economic Data | Episode 128 | 04-29-2024

29 Apr 2024

Contributed by Lukas

Discover the driving forces behind our fluctuating economy as Megan dissects recent economic indicators and their influence on the markets by unraveli...

Analyzing Persistent Core Inflation Report | Episode 127 | 04-26-2024

26 Apr 2024

Contributed by Lukas

Discover the economic ripples that follow when core inflation metrics stubbornly defy expectations. Megan Horneman, Chief Investment Officer at Verden...

Inflation and Interest Rates in Focus After GDP Report | Episode 126 | 04-25-2024

25 Apr 2024

Contributed by Lukas

Discover the underlying factors that turned the stock market on its head with Megan Horneman, Chief Investment Officer for Verdence Capital Advisors, ...

Q1 Earnings Season Kicks Off | Episode 125 | 04-22-2024

22 Apr 2024

Contributed by Lukas

In this week's Markets With Megan episode, Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, dives into the highly anticipat...

The March Existing Home Sales Data Report | Episode 124 | 04-19-2024

19 Apr 2024

Contributed by Lukas

With the latest home sales data, we saw March's unexpected slide in existing home sales that has everyone talking, and we're breaking down t...

Signals from the Latest Economic Indicator Trends | Episode 123 | 04-18-2024

18 Apr 2024

Contributed by Lukas

In this episode, Megan examines the recent decline in the leading economic indicator index for March, which may be signaling a recession. This index h...

Housing Market Reacts to Rising Interest Rates | Episode 122 | 04-16-2024

16 Apr 2024

Contributed by Lukas

In this episode, Megan discusses the latest economic data impacting the housing market. Despite hopes of stabilization, higher interest rates are once...

Reading the Economic Tea Leaves Through Consumer Confidence | Episode 121 | 04-12-2024

12 Apr 2024

Contributed by Lukas

Megan discusses what's shaking consumer confidence and how it could influence your next financial move as she unpacks the latest University of Mi...

FOMC Subtle Hints and Market Reactions | Episode 120 | 04-10-2024

10 Apr 2024

Contributed by Lukas

Discover the reasons behind Wall Street's latest turmoil as Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, deciphers the ...

Breaking Down the March CPI Report with Key Insights for Investors | Episode 119 | 04-10-2024

10 Apr 2024

Contributed by Lukas

Today, Megan gives her take on the much-anticipated CPI report for March.Megan discusses the surprising inflation trends, challenging the notion of se...

Understanding the Employment Surge in the March Jobs Report | Episode 118 | 04-05-2024

05 Apr 2024

Contributed by Lukas

If unraveling the complexities of the labor market and its implications on your investments is on your to-do list today, then you're in for a tre...

Sifting Through ISM Services Report Signals | Episode 117 | 04.03.2024

03 Apr 2024

Contributed by Lukas

Join Megan as she dissects the recent ISM Services report for March, unpacking the unexpected downturn and its implications for the economy. With a fo...

ISM Manufacturing Milestone: Growth Signals & Market Impact | Episode 116 | 04-01-2024

01 Apr 2024

Contributed by Lukas

In today’s episode, Megan Horneman, Chief Investment Officer, discusses the latest developments in the manufacturing sector. After 17 months, we fin...

2023 Fourth Quarter GDP Review: Analyzing Economic Growth | Episode 115 | 03-28-2024

28 Mar 2024

Contributed by Lukas

Join Megan Horneman, Chief Investment Officer, as she provides insights into the final GDP reading for the fourth quarter of 2023. In this update, Meg...

Economic Forecasts and Equity Impacts in Light of Consumer Confidence | Episode 114 | 03-26-2024

26 Mar 2024

Contributed by Lukas

Prepare to uncover the economic insights that could sway your investment perspective, as Megan Horneman of Verdence Capital Advisors offers her analys...

Insights into Housing Data: Housing Market Resurgence | Episode 113 | 03-21-2024

21 Mar 2024

Contributed by Lukas

In this episode of Markets with Megan featuring Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, she discusses the latest econom...

Breaking Down the Bullish Boost: Federal Reserve Meeting Recap | Episode 112 | 03-20-2024

21 Mar 2024

Contributed by Lukas

Join Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, as she breaks down the latest Federal Reserve meeting held on March 20th. ...

Japan's Economic Shift: The Bank of Japan Moves Away from Negative Rates | Episode 111 | 03-19-2024

19 Mar 2024

Contributed by Lukas

Chief Investment Officer, Megan Horneman,  breaks down the latest market developments in this episode of Markets with Megan. Today, we witnessed a si...

Job Market Insights: Analyzing the February Employment Numbers | Episode 110 | 03-08-2024

08 Mar 2024

Contributed by Lukas

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, brings you insights on the February employment report in today's episode. ...

Fed Testimony Breakdown: Rate Cuts, Inflation Focus, and a Basel III Surprise | Episode 109 | 03-07-2024

07 Mar 2024

Contributed by Lukas

In this episode of Markets with Megan, Chief Investment Officer Megan Horneman looks into the Federal Reserve's recent testimony to Congress. Whi...

Service Sector Spotlight: Key Indicators from ISM Services Report | Episode 108 | 03-05-2024

05 Mar 2024

Contributed by Lukas

In this episode of Markets with Megan, Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, looks into the recently released ISM Ser...

Unpacking the ISM Manufacturing Data and What It Means for Investors | Episode 107 | 03-01-2024

01 Mar 2024

Contributed by Lukas

On this episode of Markets with Megan, economic insights that could influence your investment strategies as Megan Horneman, Chief Investment Officer a...

From Income to Inflation: Breaking Down the February PCE Report | Episode 106 | 02-29-2024

29 Feb 2024

Contributed by Lukas

In today's episode of Markets with Megan, Megan Horneman looks into the highly anticipated Personal Consumption Expenditure Report, breaking down...

Economic Update: Consumer Confidence Decline in February | Episode 105 | 02-27-2024

27 Feb 2024

Contributed by Lukas

In our latest episode of Markets with Megan, Chief Investment Officer Megan Horneman addresses the decline in consumer confidence, marking its first d...

Existing Home Sales Update: January’s Surge | Episode 104 | 02-22-2024

22 Feb 2024

Contributed by Lukas

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, looks into the latest insights from the existing home sales report for January ...

Market Watch: Unpacking the Fed's January Minutes | Episode 103 | 02-21-2024

21 Feb 2024

Contributed by Lukas

Megan Horneman looks into the key takeaways from the Federal Reserve's January meeting minutes in today's episode. Megan highlights the Fed&...

Market Insights:: The Surprising January Retail Sales Report | Episode 102 | 02-15-2024

15 Feb 2024

Contributed by Lukas

In this episode of Markets with Megan, Megan Horneman looks into the surprising retail sales report for January, revealing a significant miss in every...

Inflation Insights: the January Consumer Price Index | Episode 101 | 02-13-2024

13 Feb 2024

Contributed by Lukas

In this episode, Chief Investment Officer Megan Horneman looks into the January inflation report, specifically the Consumer Price Index, a highly anti...

The Dangers of Becoming Dovish - Celebrating the 100th Episode | Episode 100 | 02-08-2024

08 Feb 2024

Contributed by Lukas

In today's special 100th episode of Markets with Megan, Chief Investment Officer Megan Horneman, addresses the recent market volatility and its t...

Market Reaction: Analyzing the Surge in Service Sector Growth | Episode 099 | 02-06-2024

05 Feb 2024

Contributed by Lukas

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, brings you the latest insights into the surge in service sector growth in today...

Surprising Job Surge: The January Employment Report | Episode 098 | 02-02-2024

02 Feb 2024

Contributed by Lukas

In this episode of Markets with Megan, Verdence Capital Advisors CIO Megan Horneman provides a comprehensive analysis of the January Employment Report...

Economic Signals: ISM Manufacturing Index Update | Episode 0970 | 2-01-2024

01 Feb 2024

Contributed by Lukas

In our second episode today, Megan Horneman looks into the ISM Manufacturing Index released today, February 1st. Megan highlights the trend of the man...

Fed's Hawkish Turn: Market Reactions from FOMC Meeting | Episode 096 | 02-01-2024

01 Feb 2024

Contributed by Lukas

In today's episode, Verdence Capital Advisors CIO Megan Horneman discusses the events following the highly anticipated FOMC meeting on January 31...

Unexpected Consumer Data: a Climb in Confidence for January | Episode 095 | 01-30-2024

30 Jan 2024

Contributed by Lukas

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, looks into the surprising consumer confidence report in today's episode. E...

Fed's Inflation Goals in Sight: PCE Inflation and Market Outlook | Episode 094 | 01-26-24

26 Jan 2024

Contributed by Lukas

In today's segment, Megan Horneman, Chief Investment Officer, discusses the latest PCE inflation data. Megan breaks down the numbers, discussing ...

Consumer Power: How Q4 GDP Reflects Economic Strength | Episode 093 | 01-25-24

25 Jan 2024

Contributed by Lukas

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, breaks down the latest fourth-quarter GDP report in today's episode. The r...

Global Trade Interruptions: Impacts of the Red Sea Shipping Disruptions | Episode 092 | 01-24-24

24 Jan 2024

Contributed by Lukas

In today's episode, Verdence Capital Advisors CIO, Megan Horneman looks into the latest Red Sea developments shaking up global trade. Houthi rebe...

The Implications of Rising Credit Card Debt on Future Economic Conditions | Episode 091 | 01-17-2024

17 Jan 2024

Contributed by Lukas

Despite today's equity market dip, December 2023's retail sales report exceeded expectations, showcasing significant consumer spending acros...

Sticky Inflation Concerns Arise From New CPI Report | Episode 090 | 01-11-2024

11 Jan 2024

Contributed by Lukas

In this episode, we're discussing the much-anticipated Consumer Price Index inflation report released this morning. Unfortunately, the report cam...

Optimism Amid Challenges: Small Businesses and the Surge in Consumer Credit | Episode 089 | 01-09-2024

09 Jan 2024

Contributed by Lukas

Despite remaining in negative territory, the Small Business Index witnessed its largest increase since July 2023, fueled by small business owners&apos...

Interpreting Subtle Shifts in Employment Data | Episode 088 | 01-05-24

05 Jan 2024

Contributed by Lukas

Join Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, as she reviews the latest jobs report. While the headlines flash the creat...

Breaking Down the ISM Manufacturing Report: Impact of Recession Speculations | Episode 087 | 1-03-2024

03 Jan 2024

Contributed by Lukas

Welcome back, and a Happy New Year to all our listeners! Today, Megan Horneman looks into the latest insights from the ISM Manufacturing Report, a cru...

Wrapping Up the Year with Megan's Take on Inflation and Interest Rates | Episode 086 | 12-22-2023

22 Dec 2023

Contributed by Lukas

Megan unpacks the latest inflation trends in our final episode of the year. She offers her view on the PCE Core deflator's latest figures—a key...

Leading Indicator Index: Challenging Expectations | Episode 085 | 12-21-2023

21 Dec 2023

Contributed by Lukas

In today's episode, Chief Investment Officer Megan Horneman, takes a look into the latest economic data. Megan discusses data on various indicato...

Breaking Down the December Consumer Confidence Report | Episode 084 | 12-20-2023

20 Dec 2023

Contributed by Lukas

In this episode of Markets with Megan, Chief Investment Officer Megan Horneman, provides insights into the December Consumer Confidence Report. The re...

Housing Data Updates: A Surprising Surge in Housing Starts | Episode 083 | 12-19-2023

19 Dec 2023

Contributed by Lukas

In our last segment, we discussed the positive NEHB Housing Sentiment Index, and in today's episode, we're excited to share more good news w...

Housing Market Update: Analyzing Home Builder Sentiment and More | Episode 082 | 12-18-2023

18 Dec 2023

Contributed by Lukas

In today's episode, Chief Investment Officer Megan Horneman takes a look into the latest housing market insights. Discussing the November NEHB Ho...

Discussing the Federal Reserve's Decision: Interest Rates and Market Reactions | Episode 081 | 12-13-23

13 Dec 2023

Contributed by Lukas

In the latest episode of "Markets with Megan," Chief Investment Officer Megan Horneman talks about the recent Federal Reserve meeting and pr...

12 Days of Christmas Wishes: Markets with Megan Special Holiday Edition! | Episode 080 | 12-04-2023

04 Dec 2023

Contributed by Lukas

Season's greetings! In today's festive episode of Markets with Megan, Chief Investment Officer Megan Horneman transforms the classic "1...

Insights on Recessionary Signals and Market Optimism | Episode 079 | 12-01-2023

01 Dec 2023

Contributed by Lukas

In this episode of Markets with Megan, Chief Investment Officer, Megan Horneman discusses the current economic landscape. Megan focuses on the persist...

Q4 Economic Data Pointing Towards Weakness | Episode 078 | 11-30-2023

30 Nov 2023

Contributed by Lukas

In today's episode of "Markets with Megan," we take a look into key economic indicators from October, focusing on personal income and s...

GDP Upswing: Revealing the Strongest Quarterly Reading Since 2021 | Episode 077 | 11-29-2023

29 Nov 2023

Contributed by Lukas

In today's episode, Megan Horneman the Chief Investment Officer at Verdence Capital Advisors, discusses the revised second reading of the third-q...

Thanksgiving Economics: An Optimistic Look at Decreased Holiday Costs | Episode 76 | 11-21-23

21 Nov 2023

Contributed by Lukas

In today's special Thanksgiving episode of Markets with Megan, we're taking a moment to express gratitude for some positive economic and ass...

Leading Economic Indicator Index Shows Continuous Decline | Episode 075 | 11-20-23

20 Nov 2023

Contributed by Lukas

In today's episode of Markets with Megan, Chief Investment Officer Megan Horneman discusses the leading economic indicator index, revealing a con...

Economic Update: Signs of Weakening in Labor, Manufacturing, and Housing Markets | Episode 074 |11-16-23

16 Nov 2023

Contributed by Lukas

Unfortunately, the news points to further weakness in the economy, with surprising jumps in initial jobless claims and a concerning rise in continuing...

Retail Sales Report: Looking into Consumer Spending | Episode 72 | 11-15-23

15 Nov 2023

Contributed by Lukas

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, breaks down the October Retail Sales Report. Megan focuses on a notable slowdow...

Producer Price Index: The Future of Consumer Prices | Episode 073 | 11-15-23

15 Nov 2023

Contributed by Lukas

In this episode of "Markets with Megan", Chief Investment Officer Megan Horneman provides her insights on the recent Producer Price Index (P...

October's Consumer Price Index: Lower Inflation Impact | Episode 071 | 11-14-23

14 Nov 2023

Contributed by Lukas

In the latest episode of Markets with Megan, Verdence Capital Advisors' Chief Investment Officer, Megan Horneman, provides her insights on the Oc...

What Happened to Consumer Confidence? | Episode 70 | 11-10-23

10 Nov 2023

Contributed by Lukas

A concern that many Americans may be grappling with is how our household incomes can keep pace with inflation—A question that was reflected in the r...

Dissecting Federal Reserve Comments and Market Impact | Episode 069 | 11-09-23

09 Nov 2023

Contributed by Lukas

In this episode, we'll dissect the recent market shifts triggered by a crucial Federal Reserve speech and explore the impact of a notably weak 30...

Behind the Numbers: S&P 500 Earnings Breakdown | Episode 068 | 11-07-23

07 Nov 2023

Contributed by Lukas

In the latest episode of Markets with Megan, Chief Investment Officer, Megan Horneman discusses the positive turn in the third-quarter S&P 500 ear...

Investor's Guide to the October Jobs Report | Episode 067 | 11-03-23

03 Nov 2023

Contributed by Lukas

Megan Horneman, the Chief Investment Officer at Verdence Capital Advisors, discusses the latest jobs report, a key indicator in the financial world. S...

Understanding the Fed's Message: What It Means for Investors | Episode 066 | 11-01-23

01 Nov 2023

Contributed by Lukas

In this episode of "Markets with Megan", we break down the recent Federal Reserve meeting and Treasury funding announcement. Megan discusses...

Bond Market Trends: The Treasury's Quarterly Refunding Announcement | Episode 065 | 11-01-23

01 Nov 2023

Contributed by Lukas

In this episode of "Markets with Megan," Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses recent development...

Consumer Behavior Amid Economic Uncertainty | Episode 064 | 10-27-23

27 Oct 2023

Contributed by Lukas

Megan Horneman, the Chief Investment Officer for Verdence Capital Advisors, discusses recent economic information, particularly focusing on inflation ...

Q3 GDP Results: Personal Spending and Economic Trends | Episode 063 | 10-26-23

26 Oct 2023

Contributed by Lukas

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the recently released third-quarter GDP report. The GDP growth came i...

Housing Market Update: New Home Sales in September | Episode 062 | 10-25-23

25 Oct 2023

Contributed by Lukas

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the surprising trends in the housing market, particularly new home sa...

Understanding Powell's Speech and its Effect on the Market | Episode 061 | 10-19-23

19 Oct 2023

Contributed by Lukas

In this episode of "Markets with Megan" by Verdence Capital Advisors, Megan provides a comprehensive update on a busy day in the world of ec...

A Closer Look into the September Retail Sales Report | Episode 060 | 10-17-23

17 Oct 2023

Contributed by Lukas

Megan Horneman shares her insight on the market reaction to the September retail sales report. The events causing this reaction are the increase in ga...

Understanding Inflation Trends: Market Updates with Megan | Episode 059 | 10-13-23

13 Oct 2023

Contributed by Lukas

Megan provides a comprehensive analysis of the latest inflation report and its implications on the Consumer Price Index. Discover how energy price inc...

Inflation Report Analysis: Key Takeaways with Megan Horneman | Episode 058 | 10-12-23

12 Oct 2023

Contributed by Lukas

In this episode of Markets with Megan, we break down the latest inflation report. Discover how the Consumer Price Index impacts your everyday purchase...

Impact of Declining Interest Rates on the Equity Market | Episode 057 | 10-10-23

10 Oct 2023

Contributed by Lukas

The surge in equity markets has not stemmed from a significant change in the geopolitical conflict, but rather due to a major drop in interest rates. ...

The Market Reaction to the Israel-Hamas Conflict | Episode 56 | 10-09-23

09 Oct 2023

Contributed by Lukas

What if the geopolitical tension weren’t just about the nightmarish scenes we witness on the news, but about how these situations impact our economy...

September Jobs Report CRUSHES Expectations - What You Need to Know | Episode 055 | 10-06-23

06 Oct 2023

Contributed by Lukas

In this episode, Megan discusses the impressive September jobs report, with a whopping 336,000 jobs added to the economy. The gains were led by sector...

Key Takeaways from the ISM Services Report | Episode 054 | 10-04-23

04 Oct 2023

Contributed by Lukas

Megan unpacks the recent ISM Services report, a pivotal measure of the US service sector. This sector accounts for a significant portion of our expend...

Economic Trends: The Implications of JOLTS Survey Job Openings Increase

03 Oct 2023

Contributed by Lukas

Listen to valuable insights from the recent JOLTS Report, from Megan Horneman, the Chief Investment Officer for Verdence Capital Advisors. Intrigued b...

050: Navigating the Impact of an Auto Industry Wide Strike 09-27-23

27 Sep 2023

Contributed by Lukas

What happens when a strike targets all three major automakers in the U.S. simultaneously? That's the question Megan Horneman, Chief Investment Of...

049: The Housing Market's Complex Challenges

22 Sep 2023

Contributed by Lukas

The housing market is in flux right now. Our Chief Investment Officer, Megan Horneman, as she breaks down the unexpected tumble in home builder sentim...

048: A Close Look at the Federal Reserve's Unexpected Monetary Shifts

22 Sep 2023

Contributed by Lukas

Megan analyzes the latest Federal Reserve meeting, where decisions were made that could change the face of the financial landscape. The Federal Reserv...

047: Recent Retail Sales Report 09-15-23

15 Sep 2023

Contributed by Lukas

Megan dives into the recent retail sales report and unpacks its surprising insights.While the headline number showed a significant monthly jump, drive...

046: Health of the Chinese Economy 09-14-23

14 Sep 2023

Contributed by Lukas

Today, Megan provides insights into the challenges facing China amidst weak growth numbers and slowing exports and consumer demand.Our recent white pa...

045: Inflation Rise and Federal Reserve Reactions 09-13-23

13 Sep 2023

Contributed by Lukas

In this episode, Megan discusses the latest Consumer Price Index report and its potential ripple effects on the equity markets. Our host, Megan Hornem...

044: Fading Business Optimism 09-12-23

12 Sep 2023

Contributed by Lukas

Today, Megan provides insights into the recent small business optimism survey. Unfortunately, optimism has seen a slight dip in August, affecting sent...

043: Analyzing the Uptick in Household Net Worth and Rising Debts

11 Sep 2023

Contributed by Lukas

Did you know that despite a volatile economy, household net worth has been able to bounce back to a record high? In this episode of Markets with Megan...

042: Decoding the ISM Services Report 09-06-23

06 Sep 2023

Contributed by Lukas

Join Megan Horneman, our Chief Investment Officer, as she translates complex market trends into digestible insights. Megan dives into the ISM Services...

041: Deciphering Labor Market Trends and Consumer Confidence 08-29-23

30 Aug 2023

Contributed by Lukas

Before you make a move, you need to listen closely. Megan Horneman, Chief Investment Officer for Verdence Capital Advisors, is about to decode the lat...

040: Federal Reserve Symposium Insights with Megan Horneman 08-25-23

25 Aug 2023

Contributed by Lukas

Our Chief Investment Officer, Megan Horneman, breaks down the implications of the recent Federal Reserve symposium in Jackson Hole, Wyoming. Megan dis...

039: Breaking Down the $100 Billion Retail Shrinkage Dilemma 08-24-23

24 Aug 2023

Contributed by Lukas

Imagine the impact of an unexpected $100 billion loss! That's the shocking number that retail shrinkage, or unaccounted inventory loss, racks up ...

038: Markets with Megan - Housing Report 08-23-23

23 Aug 2023

Contributed by Lukas

Megan discusses two crucial housing indicators: existing home sales and new home sales, providing observations that shed light on the current market t...

037: Philly Fed & Treasury 08-17-23

17 Aug 2023

Contributed by Lukas

Megan highlights the recent escalation in jobless claims and continuing claims, both displaying notable increments compared to the prior week.The spot...