Ryan Detrick
Five Things To Know About December
“To appreciate the beauty of a snowflake it is necessary to stand out in the cold.” Aristotle The final month of 2024 is nearly here and in today’s blog I wanted to take a look at why we think the chance of another strong month to end this record-breaking year is likely. Here are five …
Ryan Detrick
November 27, 2024
Reasons to Be Thankful
Surprising economic growth, falling inflation, and financial wins—what’s not to be thankful for? On this gratitude-filled episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on the moments, milestones, and market trends that make this year one to celebrate. Guest …
Ryan Detrick
November 27, 2024
What Happens After Back-To-Back 20% Gains?
“Don’t look for it, Taylor. You may not like what you find.” -Dr. Zaius to Taylor (Charleton Heston) at end of Planet of the Apes Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains then 2025 must be doomed. Unfortunately, all we have to do is look at …
Ryan Detrick
November 25, 2024
Why We Aren’t Permabulls
“Oh, those Carson guys are just permabulls.” Institutional CIO who has been dead wrong for years Are we permabulls? We get this question sometimes and it is a great question. (A permabull is someone who remains bullish on markets no matter what is happening.) On the surface we know that stocks usually go up, so …
Ryan Detrick
November 20, 2024
Will Higher Rates Break The Economy?
With interest rates climbing to historic highs, is the economy teetering on the brink—or are opportunities waiting in the wings? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the far-reaching effects of rising rates on the economy …
Ryan Detrick
November 20, 2024
The Post-Election Chase is On
As the post-election market rally gains momentum, how can investors position themselves for what’s next? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration. From anticipated …
Ryan Detrick
November 13, 2024
The Other Thing That Happened Last Week
“No.” -Federal Reserve (Fed) Chairman Jerome Powell when asked if he would resign if President-elect Trump asked him to. Yes, the election and huge stock market rally took all the headlines last week, but there was another very big event. The Fed cut interest rates again, by 0.25% (after the 0.50% cut in September) …
Ryan Detrick
November 12, 2024
Nine Interesting Things to Know About the Election
“It’s tough to make predictions, especially about the future.” Yogi Berra, Yankee great and Hall of Fame catcher It is official, Donald J. Trump will become the 47th President of the United States. This of course is the second time he did it, joining Grover Cleveland as the only people to ever become President twice, …
Ryan Detrick
November 7, 2024
Talking with the Two That Got the Economy Right
As economic data shows resilience and market expectations shift, how can investors navigate these mixed signals? This week on Facts vs. Feelings, Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, join hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global …
Ryan Detrick
November 7, 2024
Facts vs. Feelings Livestream – Tricks, Treats & Twists
Feeling spooked by all the market uncertainty as we head toward the end of the year? From inflation to Fed policy to the labor market to geopolitical worries to the bull market to the election, there are a scary number of economic concerns to keep an eye on over the last couple months of 2024. …
Ryan Detrick
October 31, 2024