Remove 2026 Remove Compliance Remove Economy
article thumbnail

Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

The index started with just 12 companies, representing major segments of the economy at the time, like leather, steel, and sugar. The economy created 139,000 jobs in May (above expectations for a 126,000 increase) and the unemployment rate was unchanged at 4.2%. It was meant to gauge the overall health of the industrial sector.

article thumbnail

Market Commentary: Earnings in the Long Run, and Short

Carson Wealth

And companies can grow earnings as long as the global economy grows, which is something it has been doing much more often than not for several millennia. There have been short-term fluctuations when the economy has slowed, but the overall trend has been strong. economy can continue to grow, and the rest follows.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Rick Rieder

The Big Picture

RITHOLTZ: Mark your calendars for 2026. I try to analyze the economy from the top. the economy is stabilizing, China is growing. and maybe the economy is coming off, the central bank, not in ‘23, but will start to ease. But I tell you going through those years, I’d love to skip those in my career. RIEDER: Let’s see.

Economy 146
article thumbnail

Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year

Carson Wealth

Neither did the Fed push the lost two rate cuts out to 2026. They estimated two rate cuts in 2026 in their September dot plot and stuck to that in their latest update. With the 2025 median moving higher to 3.9%, that meant the 2026 rate estimate also moved up from 2.9% These long-term interest rates matter a lot for the economy.

article thumbnail

Market Commentary: Markets Rally After Fed Meeting in Another Volatile Week

Carson Wealth

Even as Fed members increase the 2025 core PCE projection to 2.8%, they left the projection for 2026 at 2.2% For now, the hard data suggests the economy is doing fine, but sentiment is weak (though that doesnt mean it has to translate to a weaker economy). Of course, Powell, and the Fed, have been haunted by that ever since.

article thumbnail

Market Commentary: Seeing the Big Picture – Stocks Still Making New Highs and Household Balance Sheets Are Healthy

Carson Wealth

We had a 100-year pandemic that shut down the global economy and then a second vicious 25% bear market in 2022. Spoiler alert, 2026 and 2027 will have scary headlines and big market down days as well. Think about all of this a little more. Worries happen every year 2025 wasnt going to be any different. But you know whats increasing?

article thumbnail

Market Commentary: Stocks Have Rallied Hard Despite a Quiet Week After the Fed Stands Pat

Carson Wealth

The Fed still rates the economy as healthy, albeit with downbeat sentiment amongst consumers and businesses. Historically, a fed funds rate sitting well above the pace of wages has constricted the economy and ultimately these situations ended up in recessions. That would be a relatively quick pace of cuts of about 1.5%-points