Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! In this episode of Carson’s Take Five, Ryan and Sonu break down what’s driving the recent surge in interest rates, whether China is dumping U.S. Treasuries, and how these factors affect the broader markets. With volatility on the rise, they also touch on trade policy uncertainty, the Fed’s position, and how political moves could impact investor sentiment moving forward. Plus, some light Easter weekend plans to bring a bit of levity to the conversation.
Key Takeaways:
- No, China Likely Isn’t Dumping Treasuries
- Yields Are Surging Across the Board
- Tariff Tensions Remain High
- Markets Are Volatile but Not Broken
- Perspective Is Key for Investors