Facts vs Feelings with Ryan Detrick & Sonu Varghese
This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team.
The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Facts vs Feelings with Ryan Detrick & Sonu Varghese
Did the Economy Actually Slow Down? (Ep. 73)
We are confronted with a key question as we deal with economic downshifts and market swings.
Does the latest data really reflect an economic slowdown?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze various indicators to assess the pace of economic growth, including market performance, inflation metrics such as CPI, PPI, and PCE, and trends in retail sales and industrial production. Additionally, they explore the impact of younger generations on historical progress and provide insights into GDP growth and income trends, offering a comprehensive economic check-up.
Ryan and Sonu discuss:
- An analysis of the stock market's performance, focusing on small and mid-cap stocks
- Yearly market trends, corrections, and the Valentine's Day indicator
- Larry Summers' predictions and their significance in the market
- Different inflation metrics such as CPI, PPI, and PCE, and their relevance in assessing inflation trends
- Recent inflation trends and the potential impact on Fed rate cuts and market expectations
- An analysis of retail sales and industrial production data
- The current economic slowdown and comparison with previous years
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
- Join the Live on Leap Day with Facts vs Feelings!
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