The economy is off to a strong start in 2024, with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time.
But even with those tailwinds, questions about the economy and the markets remain as we head into the second half of 2024. Will stocks continue their rally? Can we expect the Fed to start cutting rates? What impact will the upcoming presidential election have?
Get a deep dive into the fundamentals of the markets and what to expect in the second half of the year from Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist.
Carson’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dove into what advisors can expect during the rest of 2024 during our live webinar “Midyear Outlook ’24: Eyes on the Prize.” They discussed everything advisors need to know, including:
Facts vs. Feelings takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Listen to a special “Midyear Outlook ’24” episode with co-hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, to get their take on the second half of the year.
See the latest insights and market analysis from the Carson Investment Research team, and get all the investments news financial advisors need to know.
Today’s blog is a follow-up to Carson’s VP, Investment Strategist Grant Engelbart’s insightful recent discussion of factor investing and alpha opportunities, “Enhancing Portfolio Management.” Factors are a theme we regularly return to. Grant also covered factor...
Inflation concerns are widespread, but are they justified? Economic trends suggest that the narrative of persistently high inflation may be overblown. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro...
Stocks have been weak lately, with the Dow recently down eight days in a row and the Russell 1000 Value Index also down 11 days in a row. In fact, the S&P 500 had more stocks down than up for 11 days in a row, the most since 1996. Some of this weakness has been...
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