If you haven’t read it already, in yesterday’s insightful blog, Carson’s Chief Macro Strategist Sonu Varghese provided an update on inflation expectations given the expanding (for now) conflict in the Middle East. For the basic takeaway, just look at the title: The...
Midyear Outlook '24
EYES ON THE PRIZE
The economy is off to a strong start in 2024, with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time.
But even with those tailwinds, questions about the economy and the markets remain as we head into the second half of 2024. Will stocks continue their rally? Can we expect the Fed to start cutting rates? What impact will the upcoming presidential election have?
Everything advisors need to know for the rest of 2024.
Get a deep dive into the fundamentals of the markets and what to expect in the second half of the year from Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist.
Watch our Midyear Outlook Webinar
Carson’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dove into what advisors can expect during the rest of 2024 during our live webinar “Midyear Outlook ’24: Eyes on the Prize.” They discussed everything advisors need to know, including:
- Why it’s important to focus on the big picture
- Whether the bull market for stocks will continue
- Whether we can expect the Fed to begin cutting rates
- The impact of the 2024 election
- And more!
PODCAST
Facts vs. Feelings takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Listen to a special “Midyear Outlook ’24” episode with co-hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, to get their take on the second half of the year.
MORE INSIGHTS
See the latest insights and market analysis from the Carson Investment Research team, and get all the investments news financial advisors need to know.
We’ve Got a Lot of Problems (Ep. 177)
Oil spikes. Gas jumps above $3. Inflation expectations shift in a matter of days. Suddenly the market isn’t debating disinflation or AI productivity. It’s asking whether we’re entering a new inflation shock. In Episode 177 of Facts vs. Feelings, Ryan Detrick, Chief...
The Inflation Outlook Doesn’t Look Good
War tends to be inflationary, period. Especially one in the Middle East that drives up oil prices. Since Friday, WTI crude prices have risen over 10% to $76/barrel, while Brent prices rose over 15% to $83/barrel. That doesn’t sound like a lot given the magnitude of...
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