Facts vs Feelings with Ryan Detrick & Sonu Varghese
Inflation is Last Year's Problem (Ep. 93)
Jul 17, 2024
Ryan and Sonu discuss the impact of recent inflation trends on market behavior, the rally in small caps, and the surprising improvements in inflation data. They also touch on market reactions to geopolitical events, the strength of consumer retail sales, and the potential for a dovish shift from the Fed.
43:41
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Quick takeaways
- Improving inflation data leads to fresh investment opportunities in the market landscape.
- Surge in defense production signals positive outlook for industrial growth amidst economic resilience.
Deep dives
Inflation Trends and Shelter Expense Analysis
In-store experience of watching Journey and Deaf Leopard concert was reminiscent as the lead singer sounded identical to the past. The anticipated expenses for shelter costs showed a decreasing trend, indicating a positive influence on future inflation rates.
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