Retail and Manufacturing Rebound? | S3 E133 | 04-01-26

About this episode

Megan Horneman discusses the latest economic data highlighting consumer spending and manufacturing improvements.

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 March ISM manufacturing data, and why inflation pressures may still keep the Federal Reserve on hold. Watch for insights on: - Consumer spending trends - Core retail sales - Discretionary spending - Manufacturing momentum - Supply chain concerns - Inflation risk...

People in this episode

Host: Megan Horneman

Topics covered

• consumer spending
• retail sales
• manufacturing
• inflation
• economic data

Keywords

• consumer spending trends
• core retail sales
• discretionary spending
• manufacturing momentum
• supply chain concerns
• inflation risk

Mentioned in this episode

Organizations: Federal Reserve

More episodes of Markets with Megan: A Quick Financial Markets Update

• 5.1% Producer Inflation: Should You Be Worried? | S3 E150 | 06-11-26 · June 11, 2026 · 4 min
• Rising Prices, Falling Paychecks | S3 E149 | 06-10-26 · June 10, 2026 · 4 min
• Running on Empty: Inflation & Consumers | S3 E148 | 05-28-26 · May 28, 2026 · 6 min
• Fed Minutes: Rate Hike Is Back on the Table | S3 E147 | 05-20-26 · May 20, 2026 · 3 min
• Is Retail Data Misleading Investors? | S3 E146 | 05-14-26 · May 14, 2026 · 4 min
• The Numbers Look Fine Until You Read Them | S2 E345 | 05-12-26 · May 12, 2026 · 4 min