Market Outlook 2025: Animal Spirits

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 …

In this week’s The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, broadcast live from Boston to celebrate a milestone: the Dow near 54,000 and the S&P 500 notching its first new all-time high since …

If nothing else, markets kept us entertained last week. The S&P 500 was higher four out of five days, but the down day was big as markets tested recently minted Fed Chair Kevin Warsh. U.S. stocks tanked after the Federal Reserve didn’t say much on Wednesday, but most of the losses …

In this week’s The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, tackle the question on everyone’s mind: Tech stocks are crashing, now what? While the S&P 500 sits just 2-3% off its June 2 a …

The S&P 500 fell last week, with technology leading the way lower, as the Middle East conflict flared back up, oil jumped, and Treasury yields pushed to new highs for the year. The 2-year Treasury yield reached 4.33% and the 10-year hit 4.68%, both the highest since early 2025. But a ha …

In this second installment of their 2026 outlook coverage, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into the parts of Carson’s midyear outlook, “Riding the Wave,” that didn’t make last week& …

Yes, the S&P 500 was down last week, falling 1.5%, but as we’ve been talking about throughout the year, this has been the year of diversification. Technology-oriented US large cap stocks led declines, but value stocks held up fine, as did developed international stocks. And that brings …

In this midyear outlook edition of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down Carson’s newly released 2026 midyear outlook, “Still Riding the Wave.” Coming into the year, …

What a first half it’s been. We had a war, an oil spike, a 9% pullback, a furious rally, a bull market that keeps getting called old, and an AI trade that keeps getting even more interesting (and confusing). But despite all the noise, the S&P 500 still powered to a 10.2% gain in the …

In this midyear edition of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, look back at what caught them off guard in the first half of 2026, before next week’s official second-half outlook. They st …