Articles authored by Carson Research

Thanks for reading this week’s Charts of the Week. This week’s charts focus on the recent Supreme Court decision on Tariffs, rates, a tale of 2 markets, and a little bit of macro data! We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the …

Thanks for reading this week’s Charts of the Week. This week’s charts focus on the historic AI Capex cycle, crypto, and a little bit of macro data! On top of this, we end with a chart about Mondays… We’ll keep publishing Charts of the Week every Monday (Even though today is Tuesday!). To view this …

Thanks for reading this week’s Charts of the Week. This week’s charts focus on early-year market signals, AI’s familiar boom-bust rhythm, and subtle signs of consumer strain, with a few seasonality and Super Bowl quirks mixed in for fun. We’ll keep publishing Charts of the Week every Monday (Even though today is Tuesday!). To view …

Thanks for reading this week’s Charts of the Week This week’s set focuses on a market that’s pricing easier Fed policy while long rates stay stubbornly high, plus the uncomfortable reality that inflation progress is still sticky in services (and could even get a policy-driven nudge from tariffs/energy). We also hit the consumer angle: spending …

Thanks for reading this week’s Charts of the Week Each week, we highlight a small set of charts we think best capture what’s happening beneath the market’s surface. This week’s charts focus on key trends across the economy, politics, gold, and markets that continue to shape the investment backdrop. We’ll keep publishing Charts of the …

By Michael Barczak, CFA®, VP, Investment Due Diligence 2025 was another extremely strong year for investors with markets posting above-average returns for US equities, international equities, and fixed income. As I look back on the year, three main trends really shine through for me. First, is that this was the year of the broadening. The …

Thanks for reading this week’s Charts of the Week Each week, we highlight a small set of charts we think best capture what’s happening beneath the market’s surface. This week’s charts focus on key trends across the economy, housing, inflation, labor, and markets that continue to shape the investment backdrop. We’ll keep publishing Charts of …

Thanks for reading our Charts of the 2026 Outlook In this special edition, we’ve pulled together the charts we think matter most as we look ahead to the year to come, covering the economy, markets, policy, and the forces shaping investment outcomes in 2026. Rather than a weekly snapshot, this is a broader look at …

As we look back at 2025, it’s fair to say the wall of worry was higher than ever. We started last year with pundits warning that the “delayed” recession was finally arriving. We saw massive volatility around “Liberation Day” in April, where the S&P 500 nearly fell into a bear market. We heard constant chatter …

Charts of the Week Thanks for reading this week’s Charts of the Week! We’ll continue to highlight key charts and themes shaping markets. Be sure to check back every Monday for the latest update!