CARSON'S MIDYEAR
Market Outlook: Uncharted Waters
Our Midyear Market Outlook ’25: Uncharted Waters is geared to helping investors navigate unfamiliar ground. Carson Investment Research provides crucial insights and analysis of the opportunities and challenges facing investors.
At the beginning of 2025, we proposed keeping an eye on a few market and economic drivers across the year. In the Midyear Market Outlook ‘25, our team evaluates each of these key indicators to provide a host of studied market observations aimed at helping you finish 2025 on a high note.
Market Outlook—Everything You Need to Know
Carson Investment Research has taken a deep dive into 2025’s potentially stormy waters to offer a clear evaluation of what the next six months may hold in store for investors, including insights like:
Good News: A Young Bull Market Bodes Well for 2025 and Beyond
The S&P 500 kicked off the year in a young bull market. Analysis of the last 50 years reveals, at 31 months old, this young bull is less than halfway through the average bull market cycle.
Economic Forecast: Why We Don’t Expect a Recession
Carson Investment Research takes a closer look at the last four recessions to help investors understand what they could expect in the last six months of 2025.
Tariff Policy: The Potential Impact of On Again/Off Again Tariff Policies
Tariff policy uncertainty has pushed rate cuts further away. Carson Investment Research discusses what may be in store for Fed policy over the rest of the year.
The Fed: How Will It Prioritize Its Two Main Goals?
Taming inflation and avoiding higher unemployment rates are The Fed’s two biggest monsters. Which one will The Fed try to slay first? Carson’s researchers offer a unique perspective.
Sonu Varghese, VP, Global Macro Strategist at Carson Group explains, “2025 has brought a lot of policy noise and very little clarity. But even in uncharted waters, the same rules of navigation apply. It’s not just about predictions—it’s about building a well-diversified investment portfolio that serves as a financial plan equipped to ride out the waves.”
“Following April’s tariff drama when Liberation Day nearly caused a bear market and sparked extreme volatility and fear, stocks came soaring back in one of the largest reversals ever, suggesting the lows for 2025 are likely behind us and better times could be coming for investors,” said Ryan Detrick, CMT, Chief Market Strategist at Carson Group. “While 2025 has already been a wild ride—and we should still prepare for more ups and downs—we see reasons to expect this bull market to continue.”