Q2 2022: Quarterly Market Outlook

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, record live from New York City and Greenwich, Connecticut, to break down a fast moving week in the markets. With oil disruption in the St …

Timeless Lessons for Volatile Times The roller-coaster market continues. News and rumors are dominating the discussion, and no one seems to know what to really believe. This week, we wanted to focus on some timeless lessons that all investors need to know during these volatile times. Volati …

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, cut through the noise of recent market volatility to offer a grounded, historically informed perspective. With bond yields swinging, oil …

The headlines remained quite dour last week, and hopes of a quick resolution in the Middle East continue to dwindle. Crude oil up in the mid-to-upper $90s also has many on edge, with concerns about how long it might stay there. Higher inflation could be coming as well, which means it could …

In this third episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take a closer look at the real economic impact of rising gas prices. With crude hovering around $100, how will this affect consumer …

The S&P 500 fell 1.6% last week as investors continue to assess the market impact of the conflict in the Middle East. We’ve seen some big market swings on changing headlines, especially in oil. On Monday, hope was the war in Iran would be over soon, but that quickly lost steam and crude …

In this episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss rising geopolitical tensions in the Middle East and what disruptions near the Strait of Hormuz could mean for global energy markets, the economy, and inves …

Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …

In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …

10 Thoughts on Markets, the Middle East, and the Iran Conflict The U.S./Iran conflict is top of mind, but remember that, historically, major geopolitical events rarely disrupt bull markets. We may see increased volatility and a move toward risk-off assets near term, but we think the impact …