Inflation is Last Year's Problem (Ep. 93)

Inflation is no longer the primary concern for investors, as market dynamics begin to shift and new opportunities arise.

How do recent inflation trends impact market behavior? What are the implications of the recent rally in small caps, and how do geopolitical events influence market reactions?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into recent market dynamics, focusing on how the rally in small caps and improving inflation data indicate fresh opportunities in the investment landscape. 

Listen as they discuss the implications of these movements, including the enhanced breadth in the stock market and the potential for a dovish shift from the Fed. 

Ryan and Sonu discuss: 

• The recent incident involving Donald Trump and the market reaction
• The recent CPI data and the surprising improvements in inflation
• The extraordinary performance of small and midcap stocks
• What a rotational bull market means for different sectors
• The ongoing strength of the consumer backed by robust retail sales
• 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