35 min listen
Why the Fed is Done (Ep. 60)
Why the Fed is Done (Ep. 60)
ratings:
Length:
34 minutes
Released:
Nov 15, 2023
Format:
Podcast episode
Description
With the recent inflation data, can we say that the Fed has stopped raising rates? How will this affect the economy if this is to happen? What’s next for the stock market for the remainder of the year?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group dive into inflation, the Federal Reserve, and the stock market. They explore the recent inflation data and its implications for the Fed. Additionally, they touch on the potential catalysts for a year-end market rally and the current state of credit spreads in the market.Ryan and Sonu discuss: The inflation data and how it confirms the belief that the Fed is done with rate hikesThe positive impact of lower inflation on small cap stocksWhy small caps and midcaps are performing well due to expectations of lower interest ratesA potential year-end rallyHow rising interest rates negatively affected stocksThe potential positive effects of lower interest rates on mortgage rates and housing activityOptimism about opportunities in the marketAnd 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 DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese
Released:
Nov 15, 2023
Format:
Podcast episode
Titles in the series (84)
E6: What is Spooking Investors by Facts vs Feelings with Ryan Detrick & Sonu Varghese