This week on Take 5, Sonu Varghese, VP, Global Macro Strategist at Carson Group, and Barry Gilbert outline five key themes for 2025, emphasizing long-term investing over market timing. Tune in as they discuss: Expectations of potential market pullbacks The importance of staying invested Avo …
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 …
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 …
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 …
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There are often a lot of topics clawing for your attention. Raising interest rates, inflation, talks of recession and market volatility are all topics that the news media want you to focus your time and energy on. This creates feelings of scarcity and fear, which keeps us tuned in to their …
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 …
