Analysis of Economy, Stock Market Performance, and Defensive Stocks

As whispers of a slowing economy grow louder, investors strive for clarity.

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the current economic signals and their implications for investors. They explore the recent stock market reactions to political events and delve into the broader economic indicators that are fueling concerns about a potential slowdown.

Ryan and Sonu discuss: 

• Global stock market fluctuations related to elections in India and Mexico
• Understanding the role news plays in market volatility
• The strong performance of the stock market in May and the implications for the market in June
• Analysis of recent data on inflation and economic growth
• Insights into consumer behavior and its influence on market trends
• And more!

Resources:

• Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com 

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese
• X: Sonu Varghese