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May 1, 2024 47 mins

Staying on top of market trends and reviewing investment strategies is crucial for investors looking to optimize their portfolios.

What does May look like historically when we look back on previous years?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the current state of the market, exploring what to expect in May and the factors influencing its direction. Additionally, they touch on GDP, inflation, and the Fed.

Ryan and Sonu discuss: 

  • The significance of the “Sell in May and go away” strategy and its relevance to the current market conditions
  • The impact of GDP numbers on market perception and the reality behind these statistics
  • The Fed’s favorite measure of inflation and anticipated interest rate policies.
  • The role of consumer spending and investment in driving economic growth
  • And more!


Resources:

Connect with Ryan Detrick: 

Connect with Sonu Varghese: 

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