What Goes Around...and Up, Up, Up (Ep. 145)

In Episode 145 of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist unpack recent market reactions, Trump's potential impact on Jerome Powell's Fed tenure, and new inflation data that surprised most economists.

 Key Takeaways

• Event Study on Powell's Potential Firing: Markets briefly reacted negatively to rumors of Jerome Powell’s firing, showcasing investor sensitivities.
• Surprising Inflation Data: Recent Producer Price Index (PPI) came in below all 50 Bloomberg economist forecasts.
• Debate Over Tariff Inflation: Discussion on whether tariffs represent one-time pricing adjustments or ongoing inflationary pressures.

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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