With interest rates climbing to historic highs, is the economy teetering on the brink—or are opportunities waiting in the wings? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the far-reaching effects of rising rates on the economy …
Ryan Detrick
November 20, 2024
As the post-election market rally gains momentum, how can investors position themselves for what’s next? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration. From anticipated …
Ryan Detrick
November 13, 2024
“No.” -Federal Reserve (Fed) Chairman Jerome Powell when asked if he would resign if President-elect Trump asked him to. Yes, the election and huge stock market rally took all the headlines last week, but there was another very big event. The Fed cut interest rates again, by 0.25% (after the 0.50% cut in September) …
Ryan Detrick
November 12, 2024
“It’s tough to make predictions, especially about the future.” Yogi Berra, Yankee great and Hall of Fame catcher It is official, Donald J. Trump will become the 47th President of the United States. This of course is the second time he did it, joining Grover Cleveland as the only people to ever become President twice, …
Ryan Detrick
November 7, 2024
As economic data shows resilience and market expectations shift, how can investors navigate these mixed signals? This week on Facts vs. Feelings, Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, join hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global …
Ryan Detrick
November 7, 2024
Feeling spooked by all the market uncertainty as we head toward the end of the year? From inflation to Fed policy to the labor market to geopolitical worries to the bull market to the election, there are a scary number of economic concerns to keep an eye on over the last couple months of 2024. …
Ryan Detrick
October 31, 2024
As election season heats up, how can investors keep their portfolios steady amid political swings? This week on Facts vs. Feelings, Libby Cantrill, Head of Public Policy, PIMCO, joins hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to unpack the 2024 election’s potential market …
Ryan Detrick
October 30, 2024
“Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” -Winston Churchill Yes, stocks have had an incredible run this year (and last year), but there are some reasons to expect the good times to continue. No, we aren’t looking for …
Ryan Detrick
October 29, 2024
What’s the secret to success in both finance and media? This week on Facts vs. Feelings, Josh Brown, CEO of Ritholtz Wealth Management, joins Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to share his journey from retail stockbroker to RIA founder. He talks about …
Ryan Detrick
October 24, 2024
“If you take it from one person it is called stealing, but if you take it from everyone it is called research.” -Old Wall Street joke One thing that Sonu Varghese, VP, Global Macro Strategist, and I have started to do this year is conduct interviews leveraging Spaces on X. A “Space” is simply a …
Ryan Detrick
October 22, 2024