How do market strategists assess their predictions and refine their strategies for the future?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024’s market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their 2025 outlook.
They also highlight the key drivers behind market performance, emphasizing transparency and adaptability in strategy.
Ryan and Sonu discuss:
- The impact of a Santa Claus rally that failed to materialize and its implications for short-term market sentiment
- The contributions of earnings growth, dividends, and multiple expansion to the S&P 500’s 25% total return in 2024
- Their successful forecast of Federal Reserve rate cuts and their influence on economic stability
- The underperformance of small and mid-cap stocks despite positive expectations and the need to adapt to market shifts
- The strong performance of U.S. equities over international stocks, driven by relative economic strength and a resilient dollar
Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
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Connect with Sonu Varghese:
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