Facts Vs Feelings Take 5 – All That Glitters

In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the big question making headlines: Is the stock market in a bubble? With comparisons to 1929 floating around, it’s easy to feel uneasy. Ryan and Sonu break down the fact …

The Federal Reserve (“Fed”) cut interest rates 0.25%-points at their September meeting last week, taking their policy rate to the 4.0–4.25% range. This comes after a long nine-month pause but the move was widely expected, especially given recent data showing a rapidly cooling labor market.

In the latest Take 5, Sonu Varghese, VP, Global Macro Strategist, breaks down the Fed’s first rate cut after a nine-month pause, why the labor market is driving policy decisions, and what investors should expect next. From shaky jobs data to fiscal stimulus on the horizon, this episode expl …

We might sound like a broken record here, but stocks gained again last week, with the S&P hitting more new highs, up to 24 now on the year with a gain of more than 12% year to date. Incredibly, stocks are up more than 30% from the April 8 closing low for one of the …

After nine months without a move, the Fed is set to cut interest rates. In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest CPI data, tariff-driven inflation, rising unemployment claims, and what Fed policy …

The bull market rages on, as the S&P 500 moved to another new high last week, the first in the month of September and 21st overall on the year.

In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into why gold has been shining so brightly over the past three years and what that means for investors. From inflation protection to central bank buying, and the surprising …

The S&P 500 moved back to new highs last week and gained in the month of August during a president’s second term for the first time since 1950. That’s the good news. The bad news is we aren’t out of the woods yet, as September is historically the worst month of the year and the …

In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down Fed Chair Jerome Powell’s comments from the Jackson Hole Symposium. While Powell cracked the door open to rate cuts, inflation remains sticky, an …

The S&P 500 was down five days in a row heading into Friday of last week, although the losses were fairly minor with only one day down more than 0.5% (and that one barely). Then Jerome Powell opened the door for a rate cut in September and the bulls stepped up in a historic way. …