Insights Investments

The October Consumer Price Index (CPI) data held no surprises for markets, either to the downside or the upside. Since inflation had already normalized, that means the latest data confirms the pre-existing trend. Headline CPI rose 0.2% in October and is up 2.6% year over year. Core CPI (excluding food and energy), which is typically …

“We have two kinds of forecasters, the ones who don’t know and the ones who don’t know they don’t know” – John Kenneth Galbraith   In Part 1 of this blog, I discussed a framework for thinking about the economic outlook in 2025. There’s clearly a lot of policy uncertainty ahead. As the incoming Trump …

As the post-election market rally gains momentum, how can investors position themselves for what’s next? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration. From anticipated …

“No.” -Federal Reserve (Fed) Chairman Jerome Powell when asked if he would resign if President-elect Trump asked him to.   Yes, the election and huge stock market rally took all the headlines last week, but there was another very big event. The Fed cut interest rates again, by 0.25% (after the 0.50% cut in September) …

Amidst all the election news, the Federal Reserve’s (Fed) November meeting almost went under the radar. The good news is that the Fed didn’t give us any surprises. As widely expected, they cut the federal funds rate by another 0.25%-points, taking it down to the 4.5-4.75% range. Fed Chair Powell pointed out that this is …

“It’s tough to make predictions, especially about the future.” Yogi Berra, Yankee great and Hall of Fame catcher It is official, Donald J. Trump will become the 47th President of the United States. This of course is the second time he did it, joining Grover Cleveland as the only people to ever become President twice, …

As economic data shows resilience and market expectations shift, how can investors navigate these mixed signals? This week on Facts vs. Feelings, Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, join hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global …

Well, election day is now behind us, and while there’s some dust to settle yet, we now know a lot this morning. First, President-elect Donald Trump will be the 47th president of the United States, joining Grover Cleveland as the only president to win non-consecutive terms. Trump also won the popular vote for the first …

Well, election day is finally here. An estimated 79 million ballots have already been cast through mail-in and early in-person voting, or just over 50% of 2020’s total ballots cast, but this evening we end the voting process and, as polls close, begin the counting process. Carson Investment Research has been covering the election and …

Investors this week digested results from some of the world’s largest companies. Both fundamental results and price return the day after the reports were mixed, but generally positive. As I wrote about last week in my Technology Earnings Preview, I noted that investors may shift their focus away from this year’s results and concentrate on …

October payrolls were a big disappointment, with job growth clocking in at just 12,000. However, this shouldn’t be a big surprise because we knew Hurricanes Milton and Helene would weigh on the numbers. We just didn’t know how much. The Bureau of Labor Statistics (BLS) said that Hurricane Milton hit right during their data collection …