Market Commentary: Best Calendar Month Over the Last 20 Years Holding True

“Everything good, everything magical happens between the months of June and August.” Jenny Han, writer of The Summer I Turned Pretty trilogy

Facts Vs Feelings Take 5 – 3 Reasons to Celebrate this July 4th

Investors have had lots of reasons to celebrate this year’s Independence Day. Find out whether the celebrations could continue into the second half of 2024. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include:   Home …

Market Commentary: A Good First Half for Stocks May Bode Well for the Second Half

Why a Good First Half for Stocks Bodes Well for the Second Half “Never put off till tomorrow what you can do the day after tomorrow.” — Mark Twain

Market Commentary: Spring Rally Extends into Summer

Why We Think the Spring Rally May Extend Into the Summer “However beautiful the strategy, you should occasionally look at the results.” – Winston Churchill

Facts Vs Feelings Take 5 – Don’t Buy What Fed Is Selling

Inflation’s coming back down quickly, but the Fed is still hawkish. Is it just a case of “once bitten, twice shy?” Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights. Highlights include:  Shelter, used car and food prices a …

Market Commentary: Earnings in the Long Run, and Short

Earnings Expectations Continue to Rise The summer rally continued last week, the S&P 500 gaining 1.4% and hitting more all-time highs. Stock gains ultimately depend on earnings and they continue to look good in both the short and long run. Inflation data finally provided some relief, wi …

Facts Vs Feelings Take 5 – Inflation Continues to Improve

The Consumer Price Index (CPI) came in much better than expected and the markets reacted. What do investors need to know about this and other news from the week? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights. Highlight …

Market Commentary: The Summer Rally Continues Amid Strong Job Gains

The Summer Rally Continues Another week and more new highs for the S&P 500. As we’ve noted before, summer rallies are actually quite normal in an election year and we didn’t think this year would be any different. In fact, the three summer months are up more than seven percent on averag …

Facts Vs Feelings Take 5 – Why We’re Not Worried About a Slowdown

New GDP and consumption data are showing some cracks in the economy. Should investors be worried? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include:   GDP growth was 1.3%  Income growth has been slowing …

Market Commentary: Why We Don’t Expect a June Swoon

Looking Ahead to June “It’s a smile, it’s a kiss, it’s a sip of wine… it’s summertime!” – Kenny Chesney “Summertime”

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