Investments
Talking Midterms with Libby Cantrill (FvF Ep. 210)
In Episode 210 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, welcome back Libby Cantrill, Head of Public Policy at PIMCO, for her fifth appearance on the show. With the midterm elections about two weeks away, Libby explains why the data is flashing signs of a …
Ryan Detrick
October 21, 2026
Earnings Check-In: The Shortage Quarter
Welcome to Carson Investment Research’s Earnings Check-In. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add Carson’s perspective on top of that. We …
Harry McDonald
October 20, 2026
Remembering the Crash of 1987
“It felt like the world was ending.” -Economist Chris Rupkey on the Crash of 1987 October is known for many things, with incredible market crashes likely at the top of the list. The crashes of 1929 and 1987 stand out for many investors, and who could forget the selling and volatility of October 2008? …
Ryan Detrick
October 20, 2026
Charts of the Week: Oct. 12-16
Thanks for reading this week’s Charts of the Week This week’s charts cover CDS spreads, new inflation measures, wealth levels, and the current state of the labor market. 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: Oct. 12-16
Carson Research
October 19, 2026
Financial Heavyweights Kick Off Earnings Season
Consumer Strength JPMorgan and Bank of America spoke to the strength of consumer spending and high consumer credit quality in their respective earnings reports. As we’ve detailed, consumer finances have remained healthy with the current mix of low and stable unemployment amidst rising wages. These factors may allow spending to continue to grow at responsible …
Blake Anderson
October 19, 2026
It’s All One Big Trade Now: AI or Bust
It’s easy to think of stocks, Treasuries, corporate bonds, commodities, and private markets as separate investments. But within a portfolio, they should be looked at as part of a whole, since developments in one corner of the market can quickly affect prices and expected returns elsewhere. Looking at asset classes in isolation risks missing the …
Sonu Varghese
October 16, 2026
Why the Job Market Feels Broken for People My Age
Almost every friend of mine who has looked for a job this year has a similar story. They sent out dozens of applications, sometimes hundreds, and heard back from maybe two or three. The ones who landed something usually knew someone on the inside. For a long time, the advice was simple. Get good grades, …
Harry McDonald
October 15, 2026
Nine Charts on Midterm Elections
“If the opposite of pro is con, then the opposite of progress must be Congress.” Sam Stovall, Chief Investment Strategist at CFRA Ready or not, midterm elections are coming. We’ve already discussed them in detail in Midterm Elections Don’t Matter a Whole Lot to Markets, but Here’s What Might, but I wanted to share …
Ryan Detrick
October 14, 2026
The Bull Market Turns Four (FvF Ep. 209)
In Episode 209 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, celebrate the bull market turning four. With the S&P 500 up about 128% on a price basis and 131% including dividends since October 2022, the hosts note that no bull market in the last 50 …
Ryan Detrick
October 14, 2026
Can Rate Hikes Slow the AI Boom? The Fed Asked the Same Question in 1999
By Sonu Varghese, Chief Macro Strategist, and Harry McDonald, Analyst, Investment Research The Fed raised interest rates in September for the first time since 2023, and the AI spending boom hasn’t slowed. The New York Times recently explained why: if a company expects an AI project to earn double-digit returns, borrowing at 6% instead of …
Sonu Varghese
October 13, 2026
Charts of the Week: Oct. 5-9
Thanks for reading this week’s Charts of the Week This week’s charts cover the S&P 500’s return breakdown, where inflation is coming from, and how year 5 of a bull market has historically not been a sell signal. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, …
Carson Research
October 12, 2026
Household Debt
U.S. household balance sheets present an increasingly contradictory picture. Americans collectively own more valuable homes, larger retirement accounts, and more financial assets, yet a growing share of families are struggling to meet their monthly obligations. Recent reporting on rising credit balances and persistent delinquencies has highlighted this tension. The Federal Reserve’s October 2026 Survey of …
Carson Research
October 12, 2026