In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the latest tariff drama, analyzing its potential impact on the economy, markets, and inflation. They explore past trade wars, the Fed’s stance on inflation uncertainty, and how fiscal policy—especially potential tax cuts—could shape 2025. Plus, they discuss the January market rally, historical trends for February, and why volatility is a necessary part of investing.
Ryan and Sonu discuss:
- Tariffs create uncertainty, but history shows markets adapt.
- The Fed’s rate cut timeline may be delayed due to inflation concerns.
- Fiscal policy could offset the impact of tariffs, especially with potential tax cuts.
- Despite uncertainty, broadening market trends and strong corporate earnings remain positive.
- February has historically been weak post-election, but the long-term outlook remains bullish.
Resources:
Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
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