Investments
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
The Economic Outlook Looks Pretty Good – Part 1
Amidst all the election news, the Federal Reserve’s (Fed) November meeting almost went under the radar. The good news is that the Fed didn’t give us any surprises. As widely expected, they cut the federal funds rate by another 0.25%-points, taking it down to the 4.5-4.75% range. Fed Chair Powell pointed out that this is …
Sonu Varghese
November 8, 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
10 Quick Election Takeaways
Well, election day is now behind us, and while there’s some dust to settle yet, we now know a lot this morning. First, President-elect Donald Trump will be the 47th president of the United States, joining Grover Cleveland as the only president to win non-consecutive terms. Trump also won the popular vote for the first …
Barry Gilbert
November 6, 2024
12 Things to Know About Watching the Election Results
Well, election day is finally here. An estimated 79 million ballots have already been cast through mail-in and early in-person voting, or just over 50% of 2020’s total ballots cast, but this evening we end the voting process and, as polls close, begin the counting process. Carson Investment Research has been covering the election and …
Barry Gilbert
November 5, 2024
Under the Hood: Earnings Update
Investors this week digested results from some of the world’s largest companies. Both fundamental results and price return the day after the reports were mixed, but generally positive. As I wrote about last week in my Technology Earnings Preview, I noted that investors may shift their focus away from this year’s results and concentrate on …
Blake Anderson
November 4, 2024
Here’s What the October Payroll Report Really Tells Us About the Economy
October payrolls were a big disappointment, with job growth clocking in at just 12,000. However, this shouldn’t be a big surprise because we knew Hurricanes Milton and Helene would weigh on the numbers. We just didn’t know how much. The Bureau of Labor Statistics (BLS) said that Hurricane Milton hit right during their data collection …
Sonu Varghese
November 1, 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
How Markets Might Respond to Post-Election Uncertainty
Have you heard? This is a tight election and it’s going down to the wire. Election Day is now five days away but an estimated 58.4 million ballots have already been cast, or more than 1/3 of the total votes cast in 2020. We would still call the presidential race a near coin toss, although …
Barry Gilbert
October 31, 2024
Talking About the Election with Libby Cantrill
As election season heats up, how can investors keep their portfolios steady amid political swings? This week on Facts vs. Feelings, Libby Cantrill, Head of Public Policy, PIMCO, joins hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to unpack the 2024 election’s potential market …
Ryan Detrick
October 30, 2024