Facts Vs Feelings Take 5 – Is Deep Seek a Big Deal?

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the sudden rise of Deep Seek, a new AI company out of China, and its sudden impact on the markets: The market’s reaction to Deep Seek’s rapid r …

“I am an optimist because I don’t see the point in being anything else.” Abraham Lincoln What a start to 2025, nearly picking up where 2024 left off. Yes, stocks fell in December and during the historically bullish Santa Claus Rally period, but the S&P 500 just made another new all-time …

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss three major comebacks: President Trump The bull market Market broadening Tune in as they highlight potential tax cuts, tariff uncertainties, an …

The economy had a big year in 2024, avoiding a recession while posting strong job numbers and a soaring stock market — and the markets have rallied even higher since the 2024 presidential election was decided. But the new year brings new concerns for the economy. What impact could we see fr …

Markets Give Solid Early Marks to Trump, but Not as Strong as 2016 The S&P 500 rallied 2.9% last week helped by some positive inflation news (more on that below). The move pushed the index into positive territory for the year, although still 1.6% below the December 6, 2024 all-time high.

As we look ahead to 2025, we know the scars of high inflation in 2022 and the higher interest rates that came with it are still with us. We’ve seen it in global elections, where incumbents have been rejected across the political spectrum. We’ve seen it in consumer sentiment surveys, which h …

In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, present their 2025 economic outlook. They foresee no recession, steady economic growth, and stock gains of 12-15%. Bonds may perform excep …

Gain key insights on the markets for the upcoming year with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. Download Guide

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. We are already getting questions about whether it’s time to panic, with bearish narratives starting to come out of hibernation across socia …

In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the implications of tariffs and their market impact. Tune in as they discuss recent tariff-related announcements, including potent …