Carson Wealth

DECEMBER 23, 2024

We like to say in the Carson Investment Research team that hope isnt a strategy, but were hoping for some green during the SCR! Sure, this is only one indicator, and we suggest following many indicators when making investment decisions, but this is clearly something we wouldnt ignore either. 2026: Up from 2.0% of the time.

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Marketing Marketing Economy Economics 72

Carson Wealth

FEBRUARY 24, 2025

This is why we invest for the long run and use the scary times as an opportunity, not a time to panic. Spoiler alert, 2026 and 2027 will have scary headlines and big market down days as well. All indices are unmanaged and may not be invested into directly. That is easier said than done, but many investors did just this.

Marketing 85

Marketing Marketing Economy Planning 85

Carson Wealth

MARCH 24, 2025

Even as Fed members increase the 2025 core PCE projection to 2.8%, they left the projection for 2026 at 2.2% All indices are unmanaged and may not be invested into directly. Compliance Case # 7774026.1_032425_C The post Market Commentary: Markets Rally After Fed Meeting in Another Volatile Week appeared first on Carson Wealth.

Marketing 92

Marketing Marketing Economy Economics 92

Carson Wealth

MAY 12, 2025

The market is still pricing in at least three cuts in 2025 and another two in the first half of 2026. In other words, markets are expecting policy to stay tight in the near term, but an economic slowdown later in the year (and into 2026) may push the Fed to cut more rapidly. Investors cannot invest directly in indexes.

Marketing 69

Marketing Marketing Economy Investments 69

Carson Wealth

FEBRUARY 18, 2025

Yes, things have been very good for investors and fortunately weve been in the camp for more than two years now that we are in a new bull market and that being invested in stocks made a lot of sense. We also calculated 1-year/1-year forward inflation expectations, which is inflation expected in the second year from now (roughly 2026).

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Marketing Marketing Economy Compliance 110

Carson Wealth

APRIL 28, 2025

Its not that weve never seen volatility before thats part and parcel of investing. Do you do any capex investments? At the end of 2025, the forward 12-month EPS will actually be the 2026 EPS estimate, and so it makes sense to focus on that instead of 2025 EPS (the assumption is that markets are forward looking).

Marketing 78

Marketing Marketing Economy Manufacturing 78

Carson Wealth

FEBRUARY 10, 2025

Of course, this is all in good fun and never invest in this, but given the Eagles just won the Super Bowl, maybe we have yet another reason to worry? In Carson Investment Researchs 2025 Outlook , we looked at both policy opportunities and risks, including tariff policy, for markets in 2025.

Marketing 69

Marketing Marketing Taxes Economy 69

Carson Wealth

OCTOBER 21, 2024

Investment spending, which is what you need for productivity growth, also lagged across 2018-2019, reversing gains made initially in anticipation of corporate tax cuts. The chart below shows new orders for nondefense capital goods (a proxy for business investment) from 2017 through February 2020 (pre-pandemic).

Marketing 96

Marketing Marketing Taxes Economy 96

Carson Wealth

SEPTEMBER 3, 2024

Unless these tax cuts are pro-actively renewed, Americans will see their taxes go up starting in 2026. Keep in mind that 2026 is a mid-term election year, and that’s going to crystallize Congress’s focus on getting something done. All indices are unmanaged and may not be invested into directly.

Marketing 142

Marketing Marketing Taxes Economy 142

Carson Wealth

MARCH 31, 2025

Letting politics influence investing decisions rarely goes well. But with the last Trump administration, for example, we did see tariff policy uncertainty weighed heavily on business investment in 20182019 and put a dent in the expected supply-side impact of the Tax Cuts and Jobs Act. This one is unlikely to be a slow burn.

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Marketing Marketing Economy Government 86