Listen "Welcome to the Crash of 2025 (Ep. 130)"
Episode Synopsis
In this episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the immediate fallout of last week’s tariffs announcement and how it could impact both the U.S. and the global economy. They dive into the plunging markets, how a trade war could trigger a recession, the long-term impact of tariffs, and much more.Key TakeawaysMarket Impact: The immediate aftermath in the markets after tariffs went into effect wasn’t pretty, with the Dow dropping more than 10% in two days. When could we expect some relief?Inflation Returns: Tariffs are likely to raise prices for most goods, and rising inflation could affect when and whether the Fed makes rate cuts this year.Recession Odds: With the markets in bear market territory, what’s the likelihood of these tariffs triggering a recession?Delayed Impact: Manufacturing and labor market numbers in upcoming months may not fully reflect the impact of tariffs.Time to Diversify: Volatility in the stock market just further emphasizes the need for investors to have a diverse portfolio.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseHashtags#FactsVsFeelings #MarketTrends #Economy #FedPolicy #StockMarket #Tariffs #LiverationDay #Inflation #Investing #LaborMarket #Recession
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