Investments
Carson Investment Research Releases Its 2024 Market Outlook: Seeing Eye to Eye
What a strange year we had in 2023. There were few places where market participants, strategists, policymakers and the economy saw eye to eye. Most strategists missed the underlying strength in the economy, leading to too much pessimism about stocks in what turned out to be a strong year. Skepticism about the bond outlook and …
Ryan Detrick
January 12, 2024
Outlook 2024: Seeing Eye to Eye
Despite fears of rising inflation and a recession as we entered 2023, the economy now appears to be on track for a soft landing as we head into 2024. But the new year brings new questions and concerns.
Carson Group
January 11, 2024
The Carson Quilt Chart
Just like that, another year is in the books. No two years are the same, and every year something defies expectations. For most of the year last year, that was the stock market. Expectations for recession and a continuation of the dreary returns of 2022 were widespread. Investors were positioned for more pain – just …
Grant Engelbart
January 11, 2024
Welcome to Our 2024 Outlook
With signals of growth faced against global uncertainties, what can we expect from the global economy in 2024? How will these factors affect the performance of various sectors and markets, and what strategies can investors adopt to navigate this year? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, …
Ryan Detrick
January 10, 2024
We See No Signs of a Recession in 2024
We’re releasing our 2024 outlook this week, and a big part of our investment process involves understanding the economic backdrop. To that end, Carson Investment Research produces a Leading Economic Indicator (LEI) for the US and 29 other countries, each one custom built to capture the dynamics of those economies. The individual country LEIs are …
Sonu Varghese
January 10, 2024
Some Bad News and Some Good News
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” – Winston Churchill We noted last week that stocks fell during the normally bullish Santa Claus Rally (SCR) period and why this potentially could be a troublesome sign. Well, we have some more bad news, but don’t worry, we …
Ryan Detrick
January 9, 2024
AI in Financial Advisory: A Positive Evolution
The initial apprehension surrounding artificial intelligence (AI), and how it might replace financial advisors, is morphing into an inspirational phase of uncertainty. Advisors are gradually incorporating AI into their daily routines, utilizing it for tasks such as drafting emails or scheduling appointments. While AI can’t replace the essence of a personal relationship, it significantly enhances …
Carson Group
January 8, 2024
The Goldilocks Economy
The December payroll was strong on the surface, with 216,000 jobs created last month and the unemployment rate staying at 3.7%. That’s the 23rd straight month in which the unemployment rate has remained below 4%, the longest stretch since the late 1960s – which should tell you that the economy is in a healthy place. …
Sonu Varghese
January 5, 2024
Santa Didn’t Come, What Now?
“Plans are useless, but planning is everything.” President Dwight D. Eisenhower First things first, stocks fell during the historically bullish Santa Claus Rally (SCR) period. You can read all about the SCR in Here Comes The Santa Claus Rally. The absence of an SCR may be a minor warning sign stocks are due for a …
Ryan Detrick
January 4, 2024
Welcome to ’24!
Happy New Year and welcome to the very first Facts vs Feelings episode of 2024! In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze market trends and the outlook for 2024. They discuss the recent market rally, the role of inflation and …
Ryan Detrick
January 3, 2024
The Healthcare Sector in 2023: More Progress than Meets the Eye
The healthcare sector’s return is little changed over the past twelve months, masking a volatile narrative that unfolded in what proved to be an eventful year for the industry. 2023 was a year of big accomplishments for healthcare that were overshadowed by interest rate hikes and an industry still normalizing following the pandemic. The sector …
Carson Group
January 3, 2024
4 Takeaways from 2023 Market Superlatives
2023 is now in the books. It was a year that no-one expected, but to the upside, which is the way we would all have it. The anticipated recession that didn’t come was overpriced into the market with 2022’s S&P 500 decline of 18%. Those declines helped the index power ahead to a 26.3% gain …
Barry Gilbert
January 2, 2024