Market Commentary: Outlook 2026 – Riding the Wave
Last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave. The investment team’s guidance has often been contrarian over the last few years. When many economists and pundits were calling for a recession in 2022 and 2023, we continued to forecast contin …
Facts vs Feelings Take 5 – Market Outlook: Riding the Wave
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, share their 2026 market outlook and explain why they believe conditions remain supportive for investors, highlighting market momentum, improving fundamentals, and the ongoing i …
Market Outlook 2026: Riding the Wave into the New Year
Key Takeaways Understand the key tailwinds shaping the market. Learn about potential investment risks. See what investors are watching in 2026. Learn how to build a resilient portfolio for the coming year. Our investment outlook for 2026 anticipates three powerful forces impacting markets i …
Market Commentary: Three Timeless 2025 Market Lessons for 2026
2025 was a great year for investors, as stocks made new highs across the globe, bonds had their best year since 2020, and commodities gained overall with gold and silver soaring. What do we see in 2026? That will have to wait one more week, as this week we wanted to take a look back at some …
Market Commentary: GDP Upside Surprise and Keeping an Eye on the Santa Claus Rally
What a year it has been for equity investors in 2025. It was anything but smooth or easy, but stocks have once again rewarded those who showed patience and looked to the long term during times of volatility and unease. On a total return basis, the S&P 500 has an outside chance at a 20% …
Facts vs Feelings Take 5 – How’s the Economy?
In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the mixed signals coming from the U.S. economy, exploring why recent data can feel confusing and what it really says about growth, jobs, and rece …
2026 Calendar: Key Tasks & Financial Dates
Get ready to tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.
Market Commentary: “Don’t Fight the Fed” Looks to Still Be in Play
After peaking on October 28 and seeing a more than 5% mild pullback into late November, the S&P 500 moved back to new all-time highs on Thursday of last week. A positive reaction to the Federal Reserve (Fed) cutting rates sparked the recent rally (more on that below), but it is importan …
Facts vs Feelings Take 5 – The Fed Comes Bearing Gifts
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the Federal Reserve’s latest interest rate cut and discuss how markets responded. Ryan and Sonu highlight updated Fed projections, what they signal about growth, inf …
Market Commentary: Time To Take a Look at December and an Inflation Update
Five Reasons December May Be a Strong Month for Stocks In the last week of November, we saw one of the best weeks of the year for stocks, consistent with typical late-November seasonal strength. The big question now is, can it continue? December is off to a slow but positive start, with the …
