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
Eggscellent Inflation or Not (Ep. 123)
Summary:
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the rising cost of eggs and other factors contributing to inflation stickiness. They also discuss the stock market flirting with an all-time high, when to expect cuts from the Fed, and much more!
Key Takeaways:
- The S&P 500 is near an all-time high despite economic concerns.
- Inflation remains a hot topic, with rising egg prices making headlines.
- Momentum is driving market performance, with all 11 S&P sectors in positive territory.
- Housing, auto insurance, and used cars are the primary contributors to inflation stickiness.
- The Fed remains in a cutting bias, but rate cuts may not happen until midyear.
- Trade and tariff policies have the potential for long-term market impacts.
- The possibility of a government shutdown is looming, adding another layer of uncertainty.
- Retail sales took a surprising hit, but that may be due to recent extreme weather and seasonality.
Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com
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Relevant Hashtags:
#StockMarket #Investing #Inflation #InterestRates #MarketTrends #FinancePodcast #Eggflation #FederalReserve #Tariffs #PersonalFinance #CarsonGroup
