How do market strategies evolve amidst economic shifts, policy adjustments, and investor behavior?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, share their 2025 outlook. They delve into economic growth, earnings, policy impacts, and the potential paths for stocks and bonds.
Ryan and Sonu discuss:
- Predictions for stocks growing 12-15% and bonds by 4-7%, with a focus on equities
- Observations on U.S. economic resilience driven by consumer balance sheets and productivity
- Potential risks from interest rates, housing market stagnation, and a strong dollar’s effects on exports and earnings
- Anticipated Fed rate cuts and inflation trends tied to real estate and wage growth
- Strategies emphasizing diversified investments, including opportunities in underperforming mid-cap and small-cap sectors
Download the full Market Outlook 2025 here.
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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