Ryan Detrick
The Fed Has an Inflation Problem
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome back legendary investor Cliff Asness, Co-Founding Partner, Managing Principal, and Chief Investment Officer of AQR Capital Management. From market bubbles and speculative manias to AI-driven strategies and even Superman movies, this milestone 150th episode …
Ryan Detrick
August 27, 2025
Why Friday Could Be A Historically Bullish Trigger
“I know one thing, that I know nothing.” Socrates 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 …
Ryan Detrick
August 26, 2025
What Happens When The Fed Waits A Long Time Between Cuts?
“The waiting is the hardest part.” — Tom Petty Today is the annual Jackson Hole Economic Policy Symposium and with it will likely come a good deal of media fare and potential volatility. This time a week ago we were looking at more than an 85% chance of a Federal Reserve Bank (Fed) cut next month, …
Ryan Detrick
August 22, 2025
The Fed Has an Inflation Problem
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 moves, the outlook for rate cuts, and what the data is really telling us about inflation and growth. From cooling economic numbers to investor sentiment, this week’s conversation highlights why …
Ryan Detrick
August 20, 2025
Will The Fed Really Cut Rates With Stocks Near New Highs?
“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it,” Ferris Bueller The bull market continues, but there are some potential small cracks forming. We will get to all of that, but what has amazed me is three weeks ago we were told there would be …
Ryan Detrick
August 19, 2025
From Our View, These Are The Best Seven Charts Right Now
“It’s tough to make predictions, especially about the future.” Yogi Berra, Hall of Fame Yankees catcher I was honored to be included in the fifth volume of the Yahoo Finance Chartbook! This incredible report is compiled by Josh Schaefer, Markets Reporter at Yahoo Finance, and we think it is simply a must read for all …
Ryan Detrick
August 8, 2025
You’re Fired!
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the latest surprising jobs data, significant payroll revisions, and President Trump’s controversial firing of Bureau of Labor Statistics Commissioner Erica Groshen. Ryan and Sonu also provide insights into the Fed’s next moves, inflation challenges, …
Ryan Detrick
August 6, 2025
Some Bad News and Some Good News
“A cynic is a man who knows the price of everything, and the value of nothing.” Oscar Wilde After stocks gained more than 2% in July, the first day of August landed with a thud, as the S&P 500 fell 1.60%, the first 1% drop since before Flag Day (June 13) and worst overall single day …
Ryan Detrick
August 5, 2025
Here Comes August, Buckle Up
When asked why he robbed banks, Willie Sutton replied, “Because that’s where the money is.” I wish I knew why, but August is a month that tends to have a lot of out-of-the-blue scary events pop up and with that comes a good deal of market volatility. Who could forget last August? Stocks fell more …
Ryan Detrick
July 31, 2025
Au Revoir, Trade War
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent easing of global trade tensions and how markets have responded positively. They dive into three popular market myths currently being debated, analyze corporate earnings, and provide their reasoning on why stocks …
Ryan Detrick
July 30, 2025