The stock market has been on a remarkable run, reaching new highs and defying expectations.
But what are the drivers behind this rally, and what are the risks ahead?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze recent market trends, including the stock market’s highs and the implications of the upcoming Fed meeting. They explore the significance of January’s market performance, particularly in the financial sector, as an indicator for the year’s outlook. Additionally, they cover the recent GDP report, offering insights into the economy’s trajectory.
Ryan and Sonu discuss:
- The positive implications of the market making new highs and its historical performance
- Potential factors that could disrupt the bullish market trajectory
- The significance of January performance and its potential impact on the market for the rest of the year
- Forecasting the Fed’s decision and its potential impact on the market
- The strong fourth quarter GDP growth, consumption, and investment spending, and its implications on the economy
- Comparison of nominal GDP growth in the US and China
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
- Facts Vs. Feelings Ep. 69 – Can You Take Me Higher
Connect with Ryan Detrick:
Connect with Sonu Varghese:
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