Markets with Megan: A Two-Minute Financial Markets Update

Cracks in the Consumer: Retail Sales Miss the Mark | S2 E043 | 05-15-25


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📉 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 “control group” decline matters for GDP
- Sectors showing cracks in consumer demand
- Are consumers reacting to tariff fears?
-Implications for Q2 growth and the Fed’s next move

đź’ˇ Is this the start of a broader slowdown, or just a pause? Megan shares her insights

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🎧 Listen to past episodes: https://marketswithmegan.FM
đź’¬ Have thoughts? Drop your questions in the comments!
📨 Share this with a friend or colleague who’s watching the markets.

#RetailSales #ConsumerSpending #MarketsWithMegan #GDP #FederalReserve #FedRateCut #InterestRates #EconomicData #USEconomy #StockMarketUpdate #FinancialPodcast #InvestingInsightshttps://youtu.be/EqvOg4a_mc8

Disclaimer: 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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Markets with Megan: A Two-Minute Financial Markets UpdateBy Megan Horneman

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