Mid-Year Outlook ’23 Highlights

We might sound like a broken record here, but stocks gained again last week, with the S&P hitting more new highs, up to 24 now on the year with a gain of more than 12% year to date. Incredibly, stocks are up more than 30% from the April 8 closing low for one of the …

After nine months without a move, the Fed is set to cut interest rates. In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest CPI data, tariff-driven inflation, rising unemployment claims, and what Fed policy …

The bull market rages on, as the S&P 500 moved to another new high last week, the first in the month of September and 21st overall on the year.

In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into why gold has been shining so brightly over the past three years and what that means for investors. From inflation protection to central bank buying, and the surprising …

The S&P 500 moved back to new highs last week and gained in the month of August during a president’s second term for the first time since 1950. That’s the good news. The bad news is we aren’t out of the woods yet, as September is historically the worst month of the year and the …

In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down Fed Chair Jerome Powell’s comments from the Jackson Hole Symposium. While Powell cracked the door open to rate cuts, inflation remains sticky, an …

The S&P 500 was down five days in a row heading into Friday of last week, although the losses were fairly minor with only one day down more than 0.5% (and that one barely). Then Jerome Powell opened the door for a rate cut in September and the bulls stepped up in a historic way. …

In the latest Take 5, with markets at all-time highs and inflation showing mixed signals, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the Fed’s dual mandate, historical patterns of rate cuts, and what this could mean for investors. …

Stocks gained again last week, as the S&P 500 hit more new highs, while the Dow is a chip shot from its first high this year, and small caps soared on hopes over rate cuts. As we’ve noted the past few weeks, August and September historically can be troublesome months and though new high …

In the latest Take 5, with hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, we break down the latest CPI and PPI reports, the ways tariffs are passed on to consumers, and their potential impact on Federal Reserve rate decisions. They also touch on …