Market Commentary: A Good First Half for Stocks May Bode Well for the Second Half
Why a Good First Half for Stocks Bodes Well for the Second Half “Never put off till tomorrow what you can do the day after tomorrow.” — Mark Twain
Market Commentary: Spring Rally Extends into Summer
Why We Think the Spring Rally May Extend Into the Summer “However beautiful the strategy, you should occasionally look at the results.” – Winston Churchill
Facts Vs Feelings Take 5 – Don’t Buy What Fed Is Selling
Inflation’s coming back down quickly, but the Fed is still hawkish. Is it just a case of “once bitten, twice shy?” Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights. Highlights include: Shelter, used car and food prices a …
Market Commentary: Earnings in the Long Run, and Short
Earnings Expectations Continue to Rise The summer rally continued last week, the S&P 500 gaining 1.4% and hitting more all-time highs. Stock gains ultimately depend on earnings and they continue to look good in both the short and long run. Inflation data finally provided some relief, wi …
Facts Vs Feelings Take 5 – Inflation Continues to Improve
The Consumer Price Index (CPI) came in much better than expected and the markets reacted. What do investors need to know about this and other news from the week? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights. Highlight …
Market Commentary: The Summer Rally Continues Amid Strong Job Gains
The Summer Rally Continues Another week and more new highs for the S&P 500. As we’ve noted before, summer rallies are actually quite normal in an election year and we didn’t think this year would be any different. In fact, the three summer months are up more than seven percent on averag …
Facts Vs Feelings Take 5 – Why We’re Not Worried About a Slowdown
New GDP and consumption data are showing some cracks in the economy. Should investors be worried? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include: GDP growth was 1.3% Income growth has been slowing …
Market Commentary: Why We Don’t Expect a June Swoon
Looking Ahead to June “It’s a smile, it’s a kiss, it’s a sip of wine… it’s summertime!” – Kenny Chesney “Summertime”
Facts Vs Feelings Take 5 – No, the Stock Market Is Not Rigged
Some well-known bears have recently made dramatic assertions about the stock market. Should investors listen? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include: The Dow and S&P 500 have hit histor …
Market Commentary: Summer Rally May Be Underway
Summer Rally Stocks had another solid week, and the S&P 500 is now up more than 5% in May with a few days to go. The mild pullback in April is behind us, and the summer rally we’ve been expecting is likely taking place. As we show below, the usually weak months of June and …
WHITEPAPER
2024 Market Outlook Report
Will the bull market continue in 2024? What about a recession? What will the Fed do? We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye.
