Investments
A Busy (and Snowy) Day
“Life is what happens while you are busy making other plans.” John Lenon Boy, it is cold out there! 🥶🧊 We are pretty much snowed in in Cincinnati on Monday, but at least we have power. I hope everyone is safe and warm this week! In today’s blog, I wanted to go over my busy …
Ryan Detrick
January 27, 2026
Charts of the Week: Jan. 19-23
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 …
Carson Research
January 26, 2026
Early Earnings Highlights – Banks & Planes
By Blake Anderson, CFA®, Associate Portfolio Manager The first earnings season of 2026 is underway, and results from several S&P 500 heavyweights are offering a snapshot of the U.S. economy. From banks navigating interest-rate dynamics and robust capital markets to airlines riding soaring travel demand, the tone thus far has been constructive. Banks — Resilience …
Blake Anderson
January 26, 2026
More Insights About Markets in 2025 To Think About in 2026
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 …
Carson Research
January 22, 2026
Let’s Talk About Politics
“Rule one, politics usually don’t move markets and I hate talking about politics. Rule number two, never forget rule number one.” Ryan Detrick, Chief Market Strategist at Carson Group With all of the latest news on Greenland, tariffs, the Federal Reserve, and more, I decided to take a look at politics and markets today. Let’s …
Ryan Detrick
January 21, 2026
Charts of the Week: Jan. 12-16
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 …
Carson Research
January 20, 2026
One Year Later, Policy Continues To Go Wild
President Trump took office a year ago, and markets continue to be driven by his policy ambitions. Especially tariffs. In our 2025 Outlook we warned that tariffs were a looming threat. That materialized in dramatic fashion on Liberation Day (April 2nd, 2025), but as we noted a year ago, President Trump likely sees the stock …
Sonu Varghese
January 20, 2026
Incoming Tailwind: Tax Cuts
We’ve been talking about the fiscal impulse from the individual tax cuts coming for a while now, and highlighted this as a potential tailwind in our 2026 Outlook: Riding the Wave. Here’s what we wrote in our Outlook: “The One Big Beautiful Bill Act (OBBBA) is going to increase deficits by about $4 trillion over …
Sonu Varghese
January 16, 2026
Earnings Remain in the Driver’s Seat
Wars, unemployment, the Fed…. Greenland — noise is and always will be abundant in financial markets. This noise isn’t all bad, and it’s our job to parse through it for you, but as we say time and time again, what really matters for stocks is earnings. Ultimately, a lot of factors affect earnings, but the …
Grant Engelbart
January 15, 2026
What Is the Inflation Data Really Telling Us?
The December CPI release was an important one because it closes the book on 2025. Here’s how headline and core CPI inflation (ex food and energy) have ended each of the last 4 years: By itself, the drop in inflation is more than welcome, and allows the Fed to focus on labor market risks. But …
Sonu Varghese
January 14, 2026
Rumble in Washington (Ep. 170)
After a strong start to the year and renewed highs across global markets, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step into the growing tension between Washington and the Federal Reserve, and what it could mean for markets, confidence, and policy credibility. They react to Jamie Dimon’s …
Ryan Detrick
January 14, 2026
No Santa, No Problem
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” Peter Lynch 2026 so far feels like a repeat of 2025, as stocks are making new highs around the globe, with gold and silver soaring as well. As we noted in our …
Ryan Detrick
January 13, 2026