With the bull market we have had for several months now, it is normal for some to have doubts about its continuation.

What can we expect for the markets? How is the economy doing and why should investors consider it?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the stock market's performance amidst economic indicators and Federal Reserve policy considerations. They navigate through employment growth, GDP, inflation, and inflation expectations, illuminating how these factors influence market sentiment and investor strategies.

Ryan and Sonu discuss:

Updates on the stock market and what we can expect based on historical trends
The resilience and growth of the job market contrary to skeptical viewpoints
Debunking the myth of part-time employment dominating new job growth
The performance of GDP and GDI and its implications for investors
The nuances of inflation and its current trajectory in the economy
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:

Connect with Sonu Varghese:

Total Eclipse of the Bears (Ep. 80)