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 …
The Glass Half Full — Is This 1999 Again? (Ep. 011)
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, tackle the question on every investor’s mind: Is this 1999 all over again? The numbers are hard to ignore. The semiconductor index …
Market Commentary: Strong Earnings, Labor Market Improvement Help Send S&P 500 to Sixth Straight Week of Gains
We might sound like a broken record, but stocks had another great week last week and made more new highs. The S&P 500 traded above 7,300 for the first time ever and now has 15 all-time highs in 2026. The main catalyst for this rally has been an incredible Q1 earnings season, with 84% of …
The Glass Half Full — The AI Wave Continues (Ep. 010)
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, break down the AI spending wave that is reshaping the economy, driving corporate profits, and fueling one of the strongest months in stoc …
Market Commentary: Stay in May Has Been OK
The incredible rally continued last week, with more gains across the board and more new highs. In the end, the S&P 500 gained more than 10% in April, the second-best April ever (going back to 1950). As we noted at the beginning of April, we expected a surprise rally, but even we didn’t …
The Glass Half Full — Powell Stays (Ep. 009)
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, break down a historic Fed meeting, bust the “Sell in May” myth wide open, and make sense of a GDP report that looks soft on t …
