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
Will Higher Rates Break The Economy? (Ep. 110)
With interest rates climbing to historic highs, is the economy teetering on the brink—or are opportunities waiting in the wings?
This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the far-reaching effects of rising rates on the economy and markets.
Ryan and Sonu examine how these trends reshape investment opportunities, from skyrocketing mortgage rates—eroding housing affordability—to sector rotations in the S&P 500. They reveal why inflation might be cooling faster than official data suggests, the surprising resilience of consumer strength, and whether the Fed’s cautious “wait-and-see” approach hints at a future policy shift.
Tune in as the duo also explores market dynamics, uncovers the lessons of the 1995 Greenspan era, and discusses how high productivity could provide a unique opportunity for rate cuts without economic stagnation!
Key Highlights:
- Interest Rate Dynamics: Higher mortgage rates (7–8%) squeeze affordability, but construction jobs remain surprisingly steady
- Sector Performance: Financials, energy, and industrials shine as tech and healthcare face setbacks
- Inflation Trends: Real-time data suggests cooling inflation and calming food and grocery prices
- Fed’s Position: Powell’s cautious “wait-and-see” strategy faces criticism for focusing on outdated inflation metrics
- Geopolitical Risks: A strong dollar and global conflicts pressure markets, making diversification essential
- Productivity Gains: High productivity offers hope for wage growth without spiking inflation
- Investment Outlook: Stay diversified and monitor high-growth tech and renewable energy opportunities
- 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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