Market Commentary: What Stock Gains in January May Tell Us About the Rest of the Year
The S&P 500 finished a headline-heavy January with a gain for the month, while the headlines finished with a flourish. President Trump announced Friday that he planned to nominate Kevin Warsh to be the next chair of the Federal Reserve (Fed). While Warsh will in all likelihood fight for …
Facts vs Feelings Take 5 – Should We Worry About the Crashing Dollar?
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
Market Commentary: Taking Stock of the First Year of the Second Trump Administration
It was a shortened week last week due to Martin Luther King Jr. Day on Monday. The week opened Tuesday with the worst day for stocks since last April, as the S&P 500 fell more than 2% over worries about Greenland and tariffs. Sure enough, those worries quickly dissipated later in the we …
Economic Trends 2026: What’s Going On with the U.S. Economy?
The U.S. economy is riding a wave of AI investments, expansive fiscal policy, and a shift in monetary policy that’s carrying markets forward. But for how long? Our 2026 market outlook examines the forces shaping both challenges and resilience in economic trends for the coming year.
Facts vs Feelings Take 5 – Let’s Talk About Greenland
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the market’s reaction to headlines around Greenland and renewed tariff threats, and what it could mean for investors. They discuss why markets tend to push back on tariffs …
Market Commentary: January Off to a Good Start as the Rally Broadens Out
The story so far of 2026 has been all about rotation. The “Magnificent 7” stocks (Apple, Alphabet, Amazon, Microsoft, Meta, NVIDIA, and Tesla) have lagged the S&P 500 by a wide margin, but other areas and groups have taken the baton. The lifeblood of a bull market is rotation, and we fi …
Inside the AI Boom: What You Should Know in 2026
Among the many shifts in 2025, few were as striking as the speed and scale of artificial intelligence development. It was only about three years ago that OpenAI released ChatGPT to the public, yet the AI boom is already reshaping markets. While past investment waves, such as the internet bo …
Outlook ’26 Webinar: Riding the Wave
The markets finished 2025 on a strong note, but questions and potential headwinds exist as we head into the new year, and we’ll likely still see some volatility throughout 2026. Has AI spending created a bubble? What does history say about this current bull market continuing its run? Should …
Market Commentary: Outlook 2026 – Riding the Wave
Last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave. The investment team’s guidance has often been contrarian over the last few years. When many economists and pundits were calling for a recession in 2022 and 2023, we continued to forecast contin …
Facts vs Feelings Take 5 – Market Outlook: Riding the Wave
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, share their 2026 market outlook and explain why they believe conditions remain supportive for investors, highlighting market momentum, improving fundamentals, and the ongoing i …
