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
Now the Bears Turn into Bulls? (Ep. 113)
Market sentiment is shifting, and the conversation is abuzz with optimism.
What drives these changes, and how should investors prepare for potential volatility ahead?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, unveil the surprising rally in the market, factors influencing the shift in sentiment, and the prospects for the coming year. They explore trends in employment, the economy, and the impact of monetary policy changes on investors' strategies.
Ryan and Sonu discuss:
- The market's transition from bearish to bullish sentiment after consecutive strong years of returns, emphasizing shifting sentiment among prominent analysts
- The labor market's mixed signals, including steady job creation, rising unemployment rates, and slowing hiring trends
- Potential implications of Federal Reserve rate cuts and the broader economic impact, including risks of prolonged pauses in cuts
- The resurgence of small-cap stocks and their potential to outperform amid favorable economic growth expectations
- Global economic risks, including political instability in key regions and their potential impact on the U.S. dollar and broader markets.
- 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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