Markets with Megan: A Quick Financial Markets Update

• Does This Rate Cut Send a Big Warning? | S2 E105 | 12-10-25

  Today, the Federal Reserve delivered the widely expected rate cut, but it wasn’t the smooth, unified decision markets hoped for. In fact, it was the most divided Fed vote since 2019, with three dissenters split on whether to cut more, or not cut at all.In this episode of Markets with Megan, Megan Horneman breaks down:✔️ Why the Fed cut rates today✔️ Why three members dissented and what it signals✔️ Why this was considered a hawkish rate cut✔️ The Fed’s updated forecasts for GDP, inflation & unemployment✔️ How the Fed plans to manage liquidity through year-end✔️ What Powell said in the press conference that markets loved✔️ Why small & mid-cap stocks jumped on the news✔️ What this all means for the next rate moves in 2024Markets rallied, yields dropped, and the U.S. dollar softened, but the big question: Is the Fed done cutting for a while?🎧 Listen to past episodes:👉 marketswithmegan.fmIf you like staying ahead of the economic data, subscribe, hit the 🔔 alarm bell.#MarketsWithMegan #FederalReserve #FedMeeting #InterestRates #RateCut #StockMarketNews #EconomicUpdate #Inflation #GDP #BondYields #MarketAnalysis #FinancePodcast #InvestingInsights #EconomicDatahttps://youtu.be/xHTmHDV-SgIDisclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

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• Layoffs Rise. Rate Cut Next? | S2 E104 | 12-09-25

  Today’s labor market data gave the Fed a mixed message, and that makes their job even harder ahead of tomorrow’s policy meeting. Megan breaks down the conflicting signals in the latest JOLTS job openings, NFIB small business hiring plans, layoffs, and quits rates, plus what it all means for interest rates and market performance.Job openings unexpectedly rose to 7.7 million, the highest since January, signaling renewed labor-market tightness. Yet layoffs hit their highest level since early 2023, and the quits rate fell to its lowest since 2020... both signs that workers and businesses are growing more cautious.So what will the Fed do tomorrow? Markets still expect a 25-basis-point rate cut, and today’s data isn’t likely to change that.Also, find out how stocks and bonds reacted, and why the S&P 500 continues struggling to break its all-time high.📈 Listen in for a clear, calm breakdown of what today’s numbers actually mean for investors.👉 Catch past episodes at MarketsWithMegan.fm👉 Subscribe for weekly, data-driven market insights#LaborMarket #JobsReport #JOLTS #FederalReserve #FedMeeting #InterestRates #MarketUpdate #StockMarket #EconomicData #FinancePodcast #InvestingInsights #WealthManagement #NFIB #Layoffs #Economyhttps://youtu.be/saUFDPmptUUDisclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

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• Did Latest PCE Data Shift the Fed’s Path? | S2 E103 | 12-05-12

  Cooling inflation and softer consumer expectations set the stage for a likely Fed rate cut while equities test, then retreat from, record highs. Listen in to why core PCE matters, how expectations shape spending, and what the Fed’s statement could mean for markets next week:• Core PCE slows to 2.8% year over year• Consumer inflation expectations ease across one and five-to-ten years• Sentiment lifts as purchasing power stabilizes• Futures price a 95% chance of a 25 bps cut• Equity market pops, then fades below intraday high• Why the Fed statement may move markets more than the cut• What to watch next as delayed data rolls outIf you like this podcast, subscribe. Get a history of all our episodes at marketswithmegan.fmFor more check out Verdence.comhttps://youtu.be/8iG9mG5wkm4Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

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• ISM in Contraction - Should We Worry? | S2 E102 | 12-01-25

  The government is finally back on schedule with releasing economic data — and the first report of the month delivered a surprise. The ISM Manufacturing Index came in at 48.2, signaling another month of contraction for the sector. Megan Horneman breaks down what’s driving the weakness and what it means for GDP, employment, inflation, and the Federal Reserve.Megan explains why new orders, order backlogs, and delivery times are signaling slower activity, why the employment component fell to its lowest level since August, and why the prices paid index rising to a four-month high could complicate the inflation picture. She also breaks down why an increase in production is good for GDP, but a surge in imports could offset that strength.Stay informed with #MarketsWithMegan as we watch whether this sustained manufacturing contraction finally spills into broader economic growth and what the Fed may make of all this.🔔 Subscribe for more weekly insights🌐 Podcast archive: https://marketswithmegan.fm💼 Learn more: https://verdence.com#ISM #ManufacturingData #EconomicUpdate #Inflation #FederalReserve #GDP #InterestRates #MarketInsights #VerdenceCapital #FinanceNewshttps://youtu.be/YRzngK88YjwDisclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

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• November’s Market Whiplash Explained | S2 E101 | 12-01-25

  Another month, another impressive market turnaround, but is the momentum here to stay? In today’s episode of Markets with Megan, Megan Horneman breaks down the latest economic data to explain what’s driving the rally, how conditions have shifted since the spring, and whether investors should trust this strength going into year-end.Megan covers the key indicators showing improvement, the areas still flashing caution, and what the Federal Reserve and inflation trends may mean for the next leg of the market move.Stay informed with #MarketsWithMegan as Megan breaks down the market reversal, the broader economic picture, and what investors should be watching next.🔔 Subscribe for more weekly insights. Don't miss!🌐 Watch all episodes and more: https://marketswithmegan.fm💼 Learn more: https://verdence.com#StockMarket #MarketUpdate #Investing #EconomicData #FederalReserve #Inflation #InterestRates #MarketRally #FinanceNewshttps://youtu.be/2EAnSfqCM10Disclaimer: material was prepared by Verdence Capital Advisors, LLC (“VCA”). VCA believes the information and data in this document were obtained from sources considered reliable and correct and cannot guarantee either their accuracy or completeness. VCA has not independently verified third-party sourced information and data. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. These projections, market outlooks or estimates are subject to change without notice. This material is being provided for informational purposes only and is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice. Past performance is not a guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product or anynon-investment related content, made reference to directly or indirectly in these materials will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. You should not assume that any discussion or information contained in this report serves as the receipt of, or as a substitute for, personalized investment advice from VCA. Due to various factors, including changing market conditions and/or applicable laws, the co...

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