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 …
Weekly Market Commentary: Markets Are Enthusiastic for the Right Reason—Strong Earnings Growth
Another week and continued optimism over progress in the Middle East and strong earnings gains have kept the rally rolling. April isn’t quite over yet, but the S&P 500 is up 9.8% this month, which would be the second-best April ever (only 2020 was better). Optimism over the Middle East …
The Glass Half Full — Momentum Begets Momentum (Ep. 008)
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 one of the most powerful three-week rallies either of them has seen in their careers and make the case for why it may just be …
Weekly Market Commentary: The Stock Bounce Has Been Historic Despite Negative Consumer Sentiment
The S&P 500 gained more than 3% for the third consecutive week last week, something that has only happened two other times in history. Those times were off the 1982 lows and after the COVID lows. The S&P 500 was up more than 30% a year later those two times. We aren’t saying that’ll …
Facts vs Feelings The Glass Half Full — Why Are Stocks at New Highs? (Ep. 007)
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: How did the S&P 500 claw its way back to all-time highs so quickly? With ceasefir …
Facts vs Feelings The Glass Half Full — Is It Over? (Ep. 006)
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, take stock of a rapidly shifting landscape as a ceasefire in the Middle East brings cautious optimism to markets. With oil prices tumblin …
Facts vs Feelings The Glass Half Full — How Bad Can Things Get? (Ep. 004)
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, cut through the noise of recent market volatility to offer a grounded, historically informed perspective. With bond yields swinging, oil …
Weekly Market Commentary: Fear Is High and the Fed Seems Befuddled, but Fundamentals Are Good
The headlines remained quite dour last week, and hopes of a quick resolution in the Middle East continue to dwindle. Crude oil up in the mid-to-upper $90s also has many on edge, with concerns about how long it might stay there. Higher inflation could be coming as well, which means it could …
Facts vs Feelings The Glass Half Full — Will Higher Oil Prices Cause a Recession?
In this third episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take a closer look at the real economic impact of rising gas prices. With crude hovering around $100, how will this affect consumer …
