Facts vs Feelings The Glass Half Full — How Much Does Iran Matter?
In this episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss rising geopolitical tensions in the Middle East and what disruptions near the Strait of Hormuz could mean for global energy markets, the economy, and inves …
Weekly Market Commentary: Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
Facts vs Feelings The Glass Half Full — Will Iran Derail the Bull Market?
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …
Weekly Market Commentary: 10 Thoughts on Markets, the Middle East, and the Iran Conflict
10 Thoughts on Markets, the Middle East, and the Iran Conflict The U.S./Iran conflict is top of mind, but remember that, historically, major geopolitical events rarely disrupt bull markets. We may see increased volatility and a move toward risk-off assets near term, but we think the impact …
Facts vs Feelings Take 5 – What Happens if the U.S. Strikes Iran?
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, break down what could happen if the U.S. were to strike Iran and how markets may respond. Ryan and Sonu discuss the potential impact on oil prices, inflation, interest rates, and affordab …
Facts Vs Feelings Take 5 – Is AI Coming for Your Job?
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into growing concerns that artificial intelligence could replace jobs across the economy. Despite eye-catching headlines and stock market swings in certain industries, the broader lab …
Facts vs Feelings Take 5 – Let’s Talk About Bitcoin
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the recent volatility in Bitcoin, the broader cryptocurrency landscape, and what it could all mean for investors. After a significant run-up followed by a sharp pullb …
Facts vs Feelings Take 5 – Let’s Talk About the Tech Wreck
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
Fiscal and Monetary Policy in 2026: Key Tailwinds and Risks for Investors
Fiscal and monetary policies are expected to provide tailwinds for markets in 2026, with the One Big Beautiful Bill Act (OBBBA) providing stimulus and the Federal Reserve likely to continue cutting rates. However, households’ spending tax refunds could boost inflation further, inspiri …
Market Commentary: What Stock Gains in January May Tell Us About the Rest of the Year
The S&P 500 finished a headline-heavy January with a gain for the month, while the headlines finished with a flourish. President Trump announced Friday that he planned to nominate Kevin Warsh to be the next chair of the Federal Reserve (Fed). While Warsh will in all likelihood fight for …
