Market Outlook 2025: Animal Spirits

In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down a rough week for tech and what it means for the market theme they call “AI or Bust.” The S&P 500 fell about 2% last week, one …

The S&P 500 fell 1.9% last week (total return). What’s amazing is that 10 of the 11 sectors that make up the S&P 500 outperformed the index. But the exception was technology and it underperformed by quite a bit, returning -7.2%. Even after last week, technology is still the second-b …

In this birthday edition of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, celebrate the fourth anniversary of the bull market that began after the 2022 bear market and ask: Can it make it to year five? The …

The S&P 500 hit a new closing high Tuesday last week, its first new high since August 13. A new high confirms we’re still in a bull market and this one is timely, since today (Monday, October 12) is the bull market’s fourth birthday. The S&P 500 had a total return of 131% (including …

Stocks bounced to close the week, with the Nasdaq jumping 1.2% on Friday and finishing the week up 0.5%. It wasn’t a clean sweep. The S&P 500 slipped 0.2% on the week, and the Dow fell 1.3%. But with the 10-year Treasury yield climbing to its highest level since 2002, stocks even …

In this special live edition of Glass Half Full, recorded at Carson Group’s Excell Conference in Denver, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, react to the freshly released September jobs report and ask: How is the labor market really doing? …

In this week’s Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, flies solo while Sonu Varghese, Chief Macro Strategist, handles a family emergency, and makes the case that the calendar is your friend heading into the final months of a midterm year. With the S&am …

The bears had their shot last week, as Treasury yields soared—and at a bad time, too, as the third week of September is historically one of the worst weeks of the year. Unfortunately for the bears (and fortunately for the rest of us), they couldn’t just make headway. Yields may have moved t …

The S&P 500 slipped 0.5% last Wednesday after the Fed hiked interest rates for the first time in three years, but a late-week bounce left the index essentially flat for the week, down less than 0.1%. The Fed moved its benchmark interest rate up 0.25% (25 basis points) to a target range …

In this week’s Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, tackle the big question after the Fed’s surprise move: Will rate hikes kill the bull market? The Fed raised rates by 0.25% to roughly 4%, its first hi …