Semiconductors have been one of the best performing groups of stocks in the past 6 months. The group’s fearless leader, Nvidia, continues to lead from the front, but a smaller corner of the semiconductor industry – memory providers – have shone even brighter. While...
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.
Never Mind the Shutdown, Here’s What Really Matters (in 11 Charts)
Welcome to Day Three of the government shutdown, thanks to which we didn’t get the September payroll report that would have been released on Friday, October 3. Right now prediction markets over at Kalshi are forecasting a 15-day shutdown, with the odds of a...
ETF as a Share Class: Progress!
Earlier this week, the SEC provided guidance that Dimensional Fund Advisors (DFA) would be granted ‘relief’ to offer an ETF share class of their mutual funds. This tool has existed for decades but was exclusive to Vanguard until its patent expired in 2023. Since then,...
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With the Carson Ecosystem, you’ll spend your time doing what you love… working with clients and prospects. We’ll handle all the back-end challenges while providing unprecedented growth support. You handle the part you love…transforming the lives of your growing book of business.


