Quarterly Market Outlook Highlights: Q4 2022

Welcome to our first Weekly Market Commentary for 2025. We’ll kick off the year by looking back at a few of our favorite charts for 2024. Then, with the 119th Congress newly sworn in on Friday, January 3, we also take a look at some policy mistakes that could derail our largely bullish poli …

This week on Take 5, Sonu Varghese, VP, Global Macro Strategist at Carson Group, and Barry Gilbert outline five key themes for 2025, emphasizing long-term investing over market timing. Tune in as they discuss: Expectations of potential market pullbacks The importance of staying invested Avo …

“Stocks take the escalator up, but the elevator down.” Old investing maxim

In the final episode of Take 5 of 2024, Ryan Detrick, Chief Market Strategist at Carson Group, discusses three main worries for the upcoming year, 2025. They highlight that while stocks have seen significant gains recently, the next year may not replicate this trend. Additionally, a strong …

That Escalated Quickly; Putting Things in Perspective If you looked at markets last Wednesday, you would hardly know that the Fed had just cut rates. The S&P 500 sold off nearly 3% and we saw 97% of all stocks in the S&P 1500 fall. That is what we call a selling cascade and it has …

In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, uncover the Federal Reserve’s recent decision to cut interest rates by 0.25%, projecting only two cuts for 2025 instead of the previ …

We Still Believe in Santa Stocks fell overall last week, with some of the weakness masked by big gains from the communications services and consumer discretionary sectors. In the process the Dow was lower all five days (and seven in a row total), yet the Nasdaq hit 20,000 for the first time …

In the latest episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, discusses the improving trends in inflation. Ryan also highlights the Federal Reserve’s likely rate cuts, strong economic fundamentals, and the resilience of the current bull market, which has seen …

Not an Old Bull Market We’ve noted week after week this year why we thought stocks would likely rally and fortunately that’s what we’ve seen happen. The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, …

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss why 2024’s strong market performance may continue. Key points include: Market momentum Seasonal trends Potential Federal Reserve rate cut …