Summary:

In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the rising cost of eggs and other factors contributing to inflation stickiness. They also discuss the stock market flirting with an all-time high, when to expect cuts from the Fed, and much more!

Key Takeaways:

• The S&P 500 is near an all-time high despite economic concerns.
• Inflation remains a hot topic, with rising egg prices making headlines.
• Momentum is driving market performance, with all 11 S&P sectors in positive territory.
• Housing, auto insurance, and used cars are the primary contributors to inflation stickiness.
• The Fed remains in a cutting bias, but rate cuts may not happen until midyear.
• Trade and tariff policies have the potential for long-term market impacts.
• The possibility of a government shutdown is looming, adding another layer of uncertainty.
• Retail sales took a surprising hit, but that may be due to recent extreme weather and seasonality.

Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com

Connect with Ryan:

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

Relevant Hashtags:

#StockMarket #Investing #Inflation #InterestRates #MarketTrends #FinancePodcast #Eggflation #FederalReserve #Tariffs #PersonalFinance #CarsonGroup