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
Growth Scare (Ep. 125)
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the latest market volatility, tariff concerns, and whether the economy is truly slowing down or if fears are overblown. Despite uncertainty, they analyze the data behind the "growth scare" and discuss whether the bull market still has room to run.
Key Takeaways:
- Market Volatility & Growth Concerns: Stocks have pulled back due to new tariffs on Canada, Mexico, and China, but history shows that early-year volatility in a post-election cycle is normal.
- Tariffs & Economic Impact: Tariffs are sparking concerns, but the lack of a dollar surge suggests it may not spiral into a full trade war.
- Stock Market Resilience: While tech has struggled, financials, real estate, and consumer staples have shown strong performance, proving the market can broaden out beyond large-cap tech.
- Fed & Interest Rates: Despite inflation fears, rate cuts remain on the table for later this year, potentially providing a tailwind for stocks.
- Seasonal Trends & Historical Context: The first quarter of post-election years tends to be choppy, but historical data suggests a stronger market performance in the coming months.
- Consumer Spending & Economic Data: A sharp drop in GDP expectations is mostly driven by a trade imbalance and tariff front-loading, rather than an actual economic collapse.
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Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com
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