Ready for this week's market updates?

In this episode, Ryan Detrick & Sonu Varghese talk about the recent Fed decision, its impact on the market, and general markets update. They cover inflation, retail sales, and statistics on the housing market. Additionally, they touch on the importance of diversifying your portfolio and being cautious about chasing shiny objects.

Ryan and Sonu discuss: 

• The recent Fed decision, projections for the economy, and the impact on the market
• An explanation of core inflation, the impact of energy, food, and vehicles, and the role of housing in the consumer price index
• An analysis of retail sales data, including auto sales and building materials, and its implications for consumer spending
• An explanation of the difference between headline and core inflation and how consumers experience inflation in their daily lives
• The recent positive housing data, including a 22% increase in housing starts in May and a 5% increase in permits data
• The recent strength of the stock market
• The mid-year outlook and potential gains in the stock market for the second half of the year
• The idea of diversifying investments outside the US, including mid and small-cap stocks, and sectors like energy and industrials
• And more!

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

It's impossible to encounter the question, "What did you do today that brought you joy?" without Larry Sprung immediately coming to mind. In the latest episode, hosts Ryan and Sonu engage in a captivating conversation with Larry, delving into topics such as his partnership with Carson, the exciting release of his new book, and a multitude of other fascinating subjects. Larry's presence and his ability to evoke joy are truly unparalleled. The dynamic exchange with him in today's episode reminds us of the power of authentic connection and the happiness it can bring.

Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

In today's episode, Ryan and Sonu explore stocks, the economy, and the Fed. During the episode, they touch upon the popular TV series Succession, but fret not if you haven't watched it yet! They kindly provide a heads-up, allowing you to skip ahead and avoid any potential spoilers.

Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Tune in to this episode, live from Carson Group's Partner Summit as Ryan and Sonu engage in an enlightening conversation with Ron Carson. They delve into Ron's background, exploring his journey and beginnings, and provide insights into the current state of affairs. Don't pass up the opportunity to catch this captivating discussion!

Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

In this episode, Ryan and Sonu are joined by a familiar guest, Libby Cantrill from PIMCO, to discuss the current state of the debt ceiling and take a brief look at the 2024 election.

Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Join Ryan and Sonu on stage at Carson Grouo’s Partner Summit where they share their insights on macro, the Fed, the Carson Investment Research Team, and more. You won’t want to miss this special episode!

Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Ryan and Sonu discuss the economy in today's episode and address the two most pressing questions they are currently receiving from Carson Partners.

Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Ryan and Sonu are joined by CFRA's Sam Stovall for a discussion on the current state of the markets. In between sharing market insights, Sam lightens the mood with some of his typical humor.

Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

On today's episode, Ryan and Sonu talk about how dull things have been in the past week. They also review earnings and some of the projects Sonu has collaborated on with our partners at Wisdom Tree. Additionally, they will touch on the housing market, the economy, and briefly discuss the stock market.

Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Ryan and Sonu review the positive indicators currently happening in relation to recession discussions, as well as inflation and market sentiment, in today’s episode.

Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.