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Podcast: Facts vs Feelings with Ryan Detrick & Sonu Varghese
Episode: September Blues (Ep. 151)
Description: In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into a seasonally tricky September. They break down Fed Chair Jerome Powell’s dovish stance at the Jackson Hole Symposium, the Fed’s balancing act between jobs and inflation, the steepening yield curve, and why gold and international markets are worth watching. Despite short-term volatility risks, they explain why the long-term bull market remains intact.Key Takeaways:Jackson Hole Reaction: Powell leaned dovish, sparking a strong rally, but September cuts aren’t a lo...