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
Why Inflation Isn't Sticky (Ep. 114)
Inflation concerns are widespread, but are they justified?
Economic trends suggest that the narrative of persistently high inflation may be overblown.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the nuances of current inflation data and its implications for investors and the broader economy.
They discuss why inflation is less of a concern than widely believed, explore consumer strength, and offer insights into the Federal Reserve's approach to monetary policy.
Ryan and Sonu talk about:
- The recent market trends, including stock movements, Santa Claus rallies, and why market sentiment remains resilient despite fluctuations
- The misconceptions surrounding "sticky" inflation, emphasizing the lagging impact of shelter and auto insurance data
- The Federal Reserve's policy decisions, including upcoming rate cuts and their implications for the market
- The resilience of the U.S. consumer, supported by strong balance sheets, rising disposable income, and robust retail sales growth
- China's economic shifts, including its dominance in automobile manufacturing and its global impact on manufacturing trends and oil demand
- 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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