Facts Vs Feelings Take 5 – Worries We Have

Some Worries We Have The S&P 500 is less than 0.1% away from new highs and up 4% on the year, on the heels of gaining 25% last year and in 2023. Yes, things have been very good for investors and fortunately we’ve been in the camp for more than two years now that we …

In this episode of Carson’s Take Five, Ryan and Sonu dive into the latest market trends and economic worries. While we remain bullish, there are always concerns to watch. This week, we discuss: Inflation Data: Is the Fed overreacting? February Market Trends: Historically a weak month—what d …

Stocks had another late week sell-off last week over continued concerns over more tariffs, but all in all, should we be surprised by this recent volatility? We know tariffs are top of mind, so we will dive into that this week, but a few quick comments on markets in general first.

Tariffs are back in the spotlight! In this episode of Carson’s Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group break down the latest tariff announcements and their impact on global markets. We discuss: The new tar …

In Carson Investment Research’s 2025 Outlook, we looked at both policy opportunities and risks, including tariff policy, for markets in 2025. Our assessment was the impact of opportunities would likely significantly outweigh the impact of the risks. Our baseline view hasn’t changed, but the …

What a week it was, as we came into Monday morning with stocks down significantly over worries about Chinese AI-based company DeepSeek. We will discuss that more below, but the bottom line is despite the large losses we saw in large technology names on Monday, last week really held up quite …

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the sudden rise of Deep Seek, a new AI company out of China, and its sudden impact on the markets: The market’s reaction to Deep Seek’s rapid r …

“I am an optimist because I don’t see the point in being anything else.” Abraham Lincoln What a start to 2025, nearly picking up where 2024 left off. Yes, stocks fell in December and during the historically bullish Santa Claus Rally period, but the S&P 500 just made another new all-time …

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss three major comebacks: President Trump The bull market Market broadening Tune in as they highlight potential tax cuts, tariff uncertainties, an …

The economy had a big year in 2024, avoiding a recession while posting strong job numbers and a soaring stock market — and the markets have rallied even higher since the 2024 presidential election was decided. But the new year brings new concerns for the economy. What impact could we see fr …