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Podcast: Facts vs Feelings with Ryan Detrick & Sonu Varghese
Episode: Denominator Blindness (Ep. 124)
Description: Summary:In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest market trends, inflation data, and whatβs driving stocks to all-time highs despite ongoing concerns about tariffs, interest rates, and other economic uncertainty.Key Takeaways:Markets at All-Time Highs: Despite concerns about tariffs, inflation, and the Fed, stocks are still hitting record levels, driven by strong earnings and expanding profit margins.Rate Cuts Still on the Table: Recent inflation data supports th...