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 Bulls Love TACOs (Ep. 138)
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and the surprisingly solid economic data that continues to confound many bearish predictions. From stock performance and inflation trends to the latest tariff drama, Ryan and Sonu break down what they believe is actually happening beneath the market’s surface.
Key Takeaways
- Markets Continue to Surprise on the Upside
After a brief dip in April, stocks bounced back strong in May, and with only one down week out of the last six, the S&P 500 is up 1.1% YTD. - Tariff Drama Continues
A court ruling struck down President Trump’s sweeping tariffs, though they remain in place for now. Ryan and Sonu dive into the latest drama surrounding tariffs, as well as the TACO trends that’s bolstered many investors. - Inflation Is Cooling in Key Areas
Goods prices are down, shelter inflation is slowing, and real-time data suggests CPI and PCE will continue to moderate—supporting the idea that the inflation spike is behind us. - No Sign of a Recession
With inflation cooling and the labor market holding strong, odds of recession have retreated from what we saw earlier in the year. - Financial Media Still Loves the Bear Case
Ryan and Sonu note how recession headlines haven’t caught up with the data. Fear sells, but facts are more bullish than many want to admit.
Connect with Ryan:
• LinkedIn: Ryan Detrick
• X: @ryandetrick
Connect with Sonu:
• LinkedIn: Sonu Varghese
• X: @sonusvarghese
Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com
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