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
Talking with the two that got the economy right (Ep. 108)
As economic data shows resilience and market expectations shift, how can investors navigate these mixed signals?
This week on Facts vs. Feelings, Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, join hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to assess the economy's current strength and potential headwinds.
From surprising 3% GDP growth and possible consumer spending slowdowns to pressures in the housing market driven by high mortgage rates, they discuss why current market optimism might be short-lived. Neil and Skanda also explore how inflation trends, influenced by wage growth and energy prices, could shape future economic stability.
So, tune in as they further explore geopolitical risks, such as fiscal policy changes, and their implications for investors as the 2024 election approaches—offering strategies to stay informed and balanced in uncertain times!
Key Highlights:
- Economic Growth Outlook: The strong 3% GDP growth might not last, with possible Q4 slowdowns stemming from decreased consumer and equipment spending
- Consumer Spending Concerns: Challenges from stagnant real income growth and high mortgage rates could weigh on spending
- Federal Reserve Strategy: A cautious approach to rate cuts, guided by labor cost data, points to measured future actions
- Inflation and Prices: While lower energy costs help curb inflation, core issues persist amidst moderated wage growth
- Market Enthusiasm: Is optimism justified, or are markets overlooking key risks?
- Labor Market Shifts: Slowing job growth may impact consumer-driven economic momentum
- Political Uncertainty: Upcoming fiscal and policy changes may inject volatility into market forecasts and investment strategies
- And much 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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