Navigating Consumer Demand and Inflation Trends

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest market moves, the outlook for rate cuts, and what the data is really telling us about inflation and growth. From cooling economic numbers to investor sentiment, this week’s conversation highlights why the market isn’t as fragile as headlines suggest — and what investors should really be watching for the rest of 2025. 

Key Takeaways:

• Jobs slowdown: Payrolls are cooling, but we’re still not seeing signs of a recession.
• Inflation easing: Core numbers are moderating, opening the door for rate cuts from the Fed.
• Rate cuts in focus: The Fed is likely to take action soon, with markets pricing a cut in September.
• Markets resilient: Despite investor worries, the markets continue to reach new highs.

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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