Investments
Charts of the Week: June 29 – July 2
Thanks for reading this week’s Charts of the Week This week’s charts cover momentum, unemployment numbers, inflation, and the yield curve. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: June 29 – July 2
Carson Research
July 6, 2026
Bank Earnings Preview
Second-quarter bank earnings are around the corner, and expectations are perhaps correctly elevated across the board. Many of the larger firms in the sector may have just seen record-breaking quarters thanks to robust capital markets activities driven by equity issuances. And many of the smaller firms may be benefitting from robust lending and banking activity …
Blake Anderson
July 6, 2026
Focus on the Big Picture: The Labor Market Is OK & Households Are Spending
Every so often, the data throws a bit of a curveball at you, and that’s essentially what the June payroll report did. But that’s also a cue to take a step back and focus on the big picture. Right now, the big picture is that the labor market is in fine shape. That’s good for …
Sonu Varghese
July 2, 2026
Bond Observations from the First Half
As Barry wrote about yesterday, bonds have had a volatile year so far, and the payoff for the volatility we have seen is a barely positive return for the year for the aggregate bond market, including interest. Rates have moved higher across the yield curve, credit spreads have widened slightly, and bonds fell alongside equities …
Grant Engelbart
July 1, 2026
Stop, Drop, & Rotate (FvF Ep. 194)
In Episode 194 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the “June swoon” and the powerful market rotation shaking up underlying sector leadership. They analyze insights from Sonu’s time at the Economic Club of New York, covering Scott Bessent’s …
Ryan Detrick
July 1, 2026
The Rate Regime Hasn’t Fundamentally Changed
Bonds have made a modest comeback lately as rates have retreated amid slow progress in negotiations with Iran and the start of some movement through the Strait of Hormuz. The 10-year Treasury yield peaked at 4.66% on May 19 and now sits at 4.37%, not far off from the median of 4.29% since the start …
Barry Gilbert
June 30, 2026
Charts of the Week: June 22-26
Thanks for reading this week’s Charts of the Week This week’s charts cover momentum, equity issuance, past Fed policy, and the biggest question on everyone’s mind: is this a bubble? We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: June 22-26
Carson Research
June 29, 2026
Russell Reconstitution: Micron and Amazon Swap
The semi-annual FTSE Russell reconstitution occurs today. This reconstitution welcomes new companies into well-known indices, such as SpaceX into the Russell 1000 index. It also reshuffles companies between value and growth indices, such as Micron and Amazon transitioning in opposite directions. Micron Leaves Value Micron’s business has undergone a fundamental boom, and price momentum has …
Blake Anderson
June 29, 2026
4 Lessons on Investing in Political Outcomes from Brexit on Its 10th Anniversary
A little more than 10 years ago, on June 23 2016, United Kingdom voters went to the polls to vote in a referendum on whether or not to leave the European Union (EU). The next day, it was announced that the UK electorate had voted to leave the EU, 51.8% to 48.2%. The outcome was …
Barry Gilbert
June 26, 2026
It Was Never About the Chair
Alan Greenspan died on June 22 at the age of 100, just four days after Kevin Warsh chaired his first meeting of the Federal Open Market Committee. The timing is a coincidence, but a useful one. It bookends roughly forty years of monetary policy and invites a question savers rarely get a clean answer to: …
Harry McDonald
June 25, 2026
How I’m Learning To Stop Worrying and Love the Bubble
There I said it, the word “bubble.” To be honest, I don’t know if we’re in the middle of a bubble, and certainly not when it might burst if we are. But I do believe we’ll look back on this period several years from now and recognize it as a bubble. There’s clearly something huge …
Sonu Varghese
June 24, 2026
Let’s Run It Hot (FvF Ep. 193)
In Episode 193 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, talk about the passing of former Fed Chair Alan Greenspan and what his 18-year tenure actually produced for markets. Kevin Warsh’s first Fed meeting as chair featured a statement that clocked …
Ryan Detrick
June 24, 2026