Insights Investments

In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the recent market correction, what history tells us about recoveries, and whether investors should be concerned. Plus, they discuss sentiment shifts, the strength of international markets, and what they see next for stocks. Key Takeaways: …

Over the last month, the market conversation has been so dominated by tariffs that it’s been hard to tune into anything else happening in the global economy. This is not to say that the newly implemented tariffs are insignificant—as I wrote recently, the tariffs are unprecedented and a big deal. But their impact on the …

The Magnificent 7 group of stocks has seen a poor start to 2025. The group entered 2025 with premium valuations, and expectations for premium growth to continue. But earnings growth has only fallen in line with the broader market, and that represents a sharp slowdown compared to the group’s recent performance. Investors may be well …

“Everybody in the world is a long-term investor … until the market goes down.” Peter Lynch, famous fund manager After another big down day on Thursday, stocks officially fell into a correction, with the S&P 500 down more than 10% from the February 19th peak. Although this hasn’t been fun, we can’t say it wasn’t …

There is never a dull moment in financial markets, which can be both the attraction to and distraction of our industry. The start to 2025 is, of course, no exception. A strong economic backdrop and calm start to the year has given way to headline risk and even more over-analysis of economic data, Fed speak, …

For the second consecutive decline of 5% or more in the S&P 500, long Treasuries have been playing defense, at least so far. Here “playing defense” means a return better than short Treasuries, although over short periods of time that’s usually near zero. I’m using long Treasuries here as a proxy for bonds, because they …

Key Takeaways: Is a Growth Scare Just That? Market sentiment has shifted, but there’s no clear recession signal yet. Key indicators like residential construction payrolls remain strong. The Fed’s Search for Neutral: Interest rates are still restrictive, but the Fed may need to cut more than expected this year to support economic growth. Government Spending & Deficits: Large …

“The stock market is the only place where things go on sale yet everyone runs out of the store screaming.” Old Wall Street saying What is it about March that brings volatility? Yesterday was the worst day of the year for stocks and worries over tariffs and a growing trade war dominate the headlines. Now …

The stock price change of technology companies is on pace for the second worst start to a year in the last decade. Sector investment fund returns are notably lagging their recent historical averages even as earnings expectations have so far held up. Additionally, momentum-based correlations have broken down and index-based dispersion has increased, signaling that …

The February employment report was a bit mixed. It didn’t tell us much that is new about the US economy, but that in and of itself is a story, depending on your expectations: If you were expecting near recession-like conditions, we don’t have that If you were expecting GDP growth to be closer to 3% …

Ok, tariffs happened. But now what is the big question—for policy, the economy, and obviously, markets. Here are Carson Investment Research’s answer to 10 key questions.   One: What tariffs went into effect? At 12:01am on March 4th, new tariffs on Canada, Mexico, and China went into effect. These included: 25% tariffs on all Canadian …