Market Commentary: Debt Takes Center Stage, From Washington to the AI Buildout
After hitting new highs the previous week, stocks pulled back last week as long-term interest rates continued to march higher. The big story was the 30-year Treasury yield hitting levels last seen in 2007, leaving the S&P 500 down about 2% from its recent highs and worrying many that hi …
The Glass Half Full: $40 Trillion In Debt! (Ep. 25)
In this week’s The Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into the eye-popping headline that the U.S. just crossed $40 trillion in debt, up from $20 trillion just nine years ago. Sonu breaks down why the ra …
Market Commentary: Uncertainty on Wall Street, Resilience on Main Street
If you only listened to investors last week, you would think stocks were nowhere near record territory. Bears outnumbered bulls again in a widely followed investor poll, retail investors have been heading for the exits, and July’s retail sales report renewed concerns that the American consu …
The Glass Half Full: How’s The Economy Doing? (Ep. 24)
In this week’s The Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, tackle the big question everyone’s asking: How is the economy really doing? They start with the good news: Nominal GDP growth running around 6% an …
Market Commentary: Back to Your Regularly Scheduled Bull Market, Even as Payrolls Wobble
Stocks soared last week, with the S&P 500 gaining more than 3.5% while the tech-heavy Nasdaq soared more than 5%, both making new all-time highs along the way. Sparking the surge was continued strong overall earnings. According to FactSet, Q2 S&P 500 earnings are now up a staggering …
Market’s ‘Good News Is Bad News’ Response to Jobs Report May Actually Be Good News
Friday was a challenging day for stocks. The S&P 500 fell 2.6%, which ended the index’s extraordinary nine-week winning streak. We have not had a 10-week streak since 1985, and the clock is now reset on having another one. The main driver for Friday’s sell-off? A “good news is bad news” …
The Glass Half Full: Rooftop Rally—The Bull Market Keeps Climbing (Ep. 14)
Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live from the rooftops near Wrigley Field for a fast-moving conversation on the latest market rally, the AI trade, and what it all means for investors. The S&P 500 has ex …
Market Commentary: S&P 500 Makes It Nine Weeks in a Row as Consumers Keep Spending
You might have heard this before, but the S&P 500 gained again last week, with many more new highs across the board. Sparking the rally was hope for progress on an agreement with Iran, but we’ve been here before. Still, oil fell 10% last week as traders remained optimistic we would see …
The Glass Half Full: SpaceX IPO (Ep. 013)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the biggest financial story on everyone’s mind—the SpaceX IPO—and what it means for investors navigating a market runnin …
Market Commentary: Stocks Thriving but Bonds Struggling as the Economy Experiences Inflationary Growth
We might sound like a broken record, but stocks gained again last week as the bull market rolls on. The Dow joined the party, as it climbed back above 50,000 and finally closed at a new high, joining the S&P 500, Nasdaq, and small-cap Russell 2000, which all have already been making new …
