Facts vs Feelings with Ryan Detrick & Sonu Varghese
Did the Stock Market Win the Tariff Throwdown? (Ep. 133)
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dissect the market’s strong rally amid tariff turmoil and examine whether policy pullbacks from Washington are signaling a win for the stock market.
The duo also dives into technical indicators, sentiment extremes, earnings expectations, and the broader economic implications of continued trade tensions with China. Plus, a golden discussion — literally — about gold’s recent surge and what it might mean for investors.
Key Takeaways:
- Markets vs. Tariffs
- Policy Sensitivity
- Market Breadth & Technicals
- Near Bear Markets
- Trade Impact Lag
- Fed & Policy Outlook
- Earnings Expectations
- Sentiment Extremes
- Gold Surge
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Connect with Sonu:
Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com
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