We’re starting to see economic data reflect the impact of the war with Iran.

In today’s Markets with Megan, Megan Horneman gives insight into how March data is beginning to show signs of supply chain stress, rising inflation pressure, and growing market uncertainty.

She explains why investors are focused not only on oil moving through the Strait of Hormuz, but also on other critical goods like helium, fertilizer inputs, and aluminum. Megan also covers what showed up in the latest ISM Manufacturing and Services reports, why this week’s Fed minutes and CPI report matter, and what it could all mean for markets in the weeks ahead.

Topics covered:
• How the Strait of Hormuz affects global supply chains
• Why inflation pressures may be building again
• What ISM data is signaling on prices and delivery times
• Why the Fed minutes could move markets
• What Megan is watching for in earnings and valuations

Markets may have bounced last week, butrisks may still be building beneath the surface.

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For a full history of this podcast go to https://marketswithmegan.fm

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https://youtu.be/VRprOR8tSAQ

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