Markets with Megan: A Quick Financial Markets Update
Empower yourself with knowledge, one fact at a time. Markets with Megan is a bite-sized financial markets podcast hosted by Megan Horneman, the CIO of Verdence Capital Advisors. Megan provides experienced analysis and in-depth insights that go beyond the daily headlines to unravel the economy's intricacies and indicators.
Episodes
316 episodes
A Brutal Whipsaw Start to 2026 | S3 E134 | 04-01-26
The first quarter of 2026 was a difficult one for investors.In this episode of Markets with Megan, Megan Horneman recaps a volatile start to the year as markets reacted to war in the Middle East, surging energy prices, private credit fe...
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Season 3
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Episode 134
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6:22
Retail and Manufacturing Rebound? | S3 E133 | 04-01-26
The latest economic data showed two relative bright spots in the economy: consumer spending and manufacturing.In this episode of Markets with Megan, Megan Horneman breaks down stronger-than-expected February retail sales, improving Marc...
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Season 3
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Episode 133
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4:32
Hot to Not: Did the Job Market Shift? | S3 E132 | 03-31-26
Markets are reacting to another shift in labor market data, as signs of weakening demand for workers begin to emerge.In this episode of Markets with Megan, Verdence CIO Megan Horneman breaks down the latest JOLTS (Job Openings and Labor...
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Season 3
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Episode 132
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3:08
Nasdaq Enters Correction? What’s Next? | S3 E131 | 03-27-26
Markets closed out the week under pressure as weakening consumer sentiment added another layer of concern to an already volatile environment.In this episode of Markets with Megan, Verdence CIO Megan Horneman breaks down the latest...
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Season 3
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Episode 131
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3:08
1.3% Inflation Jump, Markets Don’t Care? | S3 E130 | 03-25-26
Inflation may not be making headlines today, but new data suggests underlying price pressures are quietly building.In today’s episode of Markets with Megan, hear the latest import and export price data and why this often-overlooked infl...
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Season 3
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Episode 130
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3:15
From Cuts to Hikes? Markets Reprice Fast | S3 E129 | 03-19-26
Markets are facing renewed pressure as rising energy prices collide with a more hawkish tone from central banks around the world.In this episode of Markets with Megan, Verdence CIO Megan Horneman explains how persistent oil prices near ...
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Season 3
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Episode 129
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4:58
2.5% Core Inflation: Victory or False Alarm? | S3 E128 | 03-11-26
The latest inflation report came in right on expectations, but the underlying data tells a more complicated story.In today’s episode of Markets with Megan, Megan disects the February Consumer Price Index (CPI) report and what it means f...
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Season 3
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Episode 128
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3:46
Oil Above $100 — Why Markets Are Nervous | S3 E127 | 03-09-26
Markets remain under pressure as geopolitical tensions in the Middle East continue to escalate, with a critical global energy chokepoint now at the center of investor concern.In this episode Verdence CIO Megan Horneman explains why the ...
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Season 3
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Episode 127
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6:14
Rattled Stocks? Rising Oil and Weak Jobs Report | S3 E126 | 03-06-26
Markets faced another wave of volatility today as a weak February jobs report collided with rising geopolitical tensions and surging energy prices.In this episode of Markets with Megan, Verdence CIO Megan Horneman breaks down the ...
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Season 3
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Episode 126
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4:57
IMPACT REPORT Oil, Inflation, & War: What Changes Now? | S3 E125 | 03-03-26
Markets turned sharply volatile as the Middle East conflict entered its fourth day, expanding beyond initial strikes and raising fears of prolonged disruption in the Strait of Hormuz.In today’s special Impact Report on Markets with Mega...
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Season 3
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Episode 125
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10:15
Iran Strike After 6% Oil Spike: Inflation Rise Risk | S3 E124 | 03-02-26
Geopolitical tensions escalated over the weekend as the United States and Israel launched coordinated strikes on Iran, and markets reacted immediately.In today’s episode of Markets with Megan, CIO Megan Horneman discusses what this expa...
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Season 3
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Episode 124
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3:39
Warning Signs? 3% Inflation and Weak Growth | S3 E123 | 02-20-26
The latest economic data is sending mixed — and potentially troubling — signals.In today’s episode of Markets with Megan, Megan reveals the newest U.S. GDP report and inflation data, and why markets are watching closely.🚨 The He...
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Season 3
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Episode 123
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3:09
Good Data, Bad News for Stocks? | S3 E122 | 02-18-26
Markets love a good data day—until the Fed has the last word. We open with a clear read on the economy’s engine room: core durable goods rose for the sixth straight month, even as the aircraft-heavy headline slipped. Under the hood, momentum cl...
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Season 3
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Episode 122
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4:33
Unexpected Resilience in the Labor Market? | S3 E121 | 02-11-26
The labor market just surprised investors and it may change the Federal Reserve narrative.In today’s episode of Markets with Megan, Megan Horneman breaks down the delayed January Non-Farm Payrolls report, which showed the U.S. economy a...
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Season 3
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Episode 121
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4:01
6 Forces Behind Today’s Market Volatility | S3 E120 | 02-10-26
Markets are off to a volatile and unstable start in 2026 —but why?In today’s Markets with Megan, Megan Horneman walks through the six key forces driving market volatility, explaining how economic data, policy uncertainty, and shifting i...
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Season 3
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Episode 120
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6:44
Are We Past “Strong” Jobs Data Now? | S3 E119 | 02-05-26
Markets reacted negatively to today’s economic data — and the labor market was at the center of the concern.In this episode of Markets with Megan, Megan Horneman breaks down the latest U.S. labor market data, including the JOLTS report,...
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Season 3
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Episode 119
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4:07
Manufacturing Surged… Now What? | S3 E118 | 02-04-26
Some encouraging economic data gave markets something to digest today — even as volatility stayed front and center.In this episode of Markets with Megan, Verdence CIO Megan Horneman breaks down the latest Purchasing Managers Index (PMI)...
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Season 3
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Episode 118
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3:42
Did January Really Predict the Rest of 2026? | S3 E117 | 02-03-26
January is often seen as a roadmap for the rest of the year — and the markets may already be sending signals for 2026. In today’s episode of Markets with Megan, Megan Horneman breaks down how stocks, bonds, commodities, and the economy performe...
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Season 3
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Episode 117
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6:04
The Fed Signals Stability in Jobs and Growth | S3 E116 | 01-28-2026
No fireworks at the Fed, but the subtext speaks volumes. We break down why the Committee kept rates unchanged, what the two dovish dissents tell us, and how Powell’s hawkish tone reframed the path for growth, inflation, and any hope for early r...
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Season 3
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Episode 116
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5:31
Consumers Just Sent a Warning, and Markets Heard it | S3 E115 | 01-27-2026
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 index is signaling about the next six months, and how the “jobs plentiful vs hard to get” gauge c...
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Season 3
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Episode 115
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2:54
Consumers Feel Great, Their Savings Do Not | S3 E114 | 01-23-2026
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 intellectual property investment matter more than headlines suggest, and how net exports turned from a...
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Season 3
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Episode 114
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4:40
Geopolitics, Bond Yields, and a Market Reality Check | S3 E113 | 01-21-26
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 seen since 1999, then trace how that shock rippled through Treasuries, equity multiples, and t...
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Season 3
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Episode 113
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4:11
Inflation, Spending & a Fed on Edge | S3 E112 | 01-14-26
Headlines say inflation is coming down — but is it really?Verdence CIO Megan Horneman challenges the popular inflation narrative by breaking down the latest CPI (Consumer Price Index) and PPI (Producer Price Index) reports.While...
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Season 3
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Episode 112
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5:22
2025 Recap: A Strange Year That Paid Off | S3 E111 | 01-05-26
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 with Megan, Megan Horneman recaps 2025, a year marked by economic headwinds, weak job g...
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Season 3
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Episode 111
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5:31
Our 12 Days of Christmas Wishlist for Markets | S2 E 110 | 12-22-25
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 her “12 Days of Christmas” market wish list for 2026. It's a mix of...
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Season 2
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Episode 110
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4:50