Market Commentary: A Hot Economy Meets a Reluctant Fed
Stocks were flat last week, but the S&P 500 continues to hold above its June peak. This level is a logical area of support. The 50-day moving average, which is just below this area, provides additional support. For now, we’d expect these two areas of support to hold. We noted last …
The Glass Half Full: Are We Doomed with Higher Interest Rates? (Ep. 26)
In this week’s The Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist (recording from LaGuardia Airport on a delayed flight), tackle the question on everyone’s mind: Are higher interest rates going to derail the …
Market Commentary: A Strong August Sets Stocks Up for a Better September Than Feared
With a day to go, the S&P 500 is up a very impressive 3% during the historically weak month of August. That’s the good news. The bad news? September is around the corner, and some of the worst months ever have taken place during this month. Another Solid Week The two big events last wee …
Market Commentary: Debt Takes Center Stage, From Washington to the AI Buildout
After hitting new highs the previous week, stocks pulled back last week as long-term interest rates continued to march higher. The big story was the 30-year Treasury yield hitting levels last seen in 2007, leaving the S&P 500 down about 2% from its recent highs and worrying many that hi …
The Glass Half Full: $40 Trillion In Debt! (Ep. 25)
In this week’s The Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into the eye-popping headline that the U.S. just crossed $40 trillion in debt, up from $20 trillion just nine years ago. Sonu breaks down why the ra …
Market Commentary: Uncertainty on Wall Street, Resilience on Main Street
If you only listened to investors last week, you would think stocks were nowhere near record territory. Bears outnumbered bulls again in a widely followed investor poll, retail investors have been heading for the exits, and July’s retail sales report renewed concerns that the American consu …
The Glass Half Full: How’s The Economy Doing? (Ep. 24)
In this week’s The Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, tackle the big question everyone’s asking: How is the economy really doing? They start with the good news: Nominal GDP growth running around 6% an …
Market Commentary: Back to Your Regularly Scheduled Bull Market, Even as Payrolls Wobble
Stocks soared last week, with the S&P 500 gaining more than 3.5% while the tech-heavy Nasdaq soared more than 5%, both making new all-time highs along the way. Sparking the surge was continued strong overall earnings. According to FactSet, Q2 S&P 500 earnings are now up a staggering …
The Glass Half Full: Bonds, Shaken & Stirred (Ep. 012)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most overlooked stories in today’s market: bond yields are rising sharply, and every investor with a portfolio …
Market Commentary: Inflation Is Hot but So Are Stocks—Why That Can Make Sense
The rally continued last week, with the S&P 500 now up seven weeks in a row for the first time since late 2023. Yes, we remain quite optimistic about the remainder of this year, but we also need to be realistic about near-term expectations, as the stock market has had a historic move of …
