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
The Biggest Mistake The Fed Could Make (Ep. 90)
What is the biggest mistake the Fed could potentially make? With inflation cooling off, is the change in the Fed’s behavior the right move?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the Federal Reserve's recent decisions, the outlook for inflation, and why the economy's resilience might lead to unexpected outcomes. They dive into market breadth, the complexities of inflation data, and explore whether the Fed's continued hawkish stance is justified amid signs of softening inflation.
Ryan and Sonu discuss:
- Market breadth and its impact on equity performance
- Inflation trends and underlying improvements in CPI and PPI data
- The Fed's recent hawkish signals and what they mean for future rate cuts
- Clarification on the so-called petrodollar issue and its implications
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
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