Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. The bottom line: A big first quarter could indicate the bull market is alive and well.

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Marketing Marketing Valuation Economy 96

Carson Wealth

DECEMBER 4, 2023

One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. The Fed is now expected to cut rates in 2024, which should help support both stock and bond markets. In other words, expect markets to chase year-to-date returns this month. over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

APRIL 15, 2024

Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. But it’s unlikely to be an easy ride.

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Marketing Marketing Food Insurance 97

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. It wasn’t a popular view, but fortunately the market has played out close to how we expected. According to S&P Market Global, retail investors sold stocks last month like rarely in history.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

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Investing Investments Marketing Marketing 96

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. That wasn’t normal market behavior, and we are happy to report the market is reverting to more typical trends. The bull market continued last week, setting new highs. And that is what is happening now.

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Carson Wealth

SEPTEMBER 25, 2023

The Fed made a big shift in its projections and is now much more bullish on the economy. Expectations for a stronger economy also mean the Fed is projecting fewer rate cuts next year. Historically, shutdowns are short-lived, so markets don’t have much time to start reacting before they are over. Here are five takeaways.

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Carson Wealth

MARCH 11, 2024

The Bull Keeps Going We sound like a broken record, but that could be a good thing in a bull market, as stocks made more new highs last week. 15 years ago, stocks bottomed after the vicious bear market of the global financial crisis. The bottom line is the economy is strong because the labor market is strong.

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Carson Wealth

JANUARY 8, 2024

The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024. A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. Can stocks do well after a year with a 20% gain?

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

FEBRUARY 12, 2024

One year ago, investors were being bombarded by talk of the bear market and an imminent recession. But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. So, what now? One year later the index had added another 12.5%

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

APRIL 1, 2024

The first three months of the year have been positive, marking a five-month streak of stock market wins. The market was only lower in 1987. During that year, the market rose a record 20.5% The average took a big hit those final nine months due to the 1987 stock market crash, but the median was a rather solid 8.2%.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

SEPTEMBER 18, 2023

Slowing core inflation, along with an easing labor market, likely means the Fed will pause rate hikes at its September meeting. This is encouraging, as the market needs to shake them out. This is another clue the overall market will likely go higher — it’s a positive sign when the aggressive areas of the market lead the defensive ones.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

NOVEMBER 20, 2023

Three weeks ago, stocks were down 10% from their late-July highs and most market pundits were predicting more pain to come. Although we at Carson didn’t see it that way, as discussed in this Weekly Market Commentary in real time, it was an uncomfortable period for most investors. at year-end. The good news going forward? in October.

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Carson Wealth

SEPTEMBER 11, 2023

Strong wage growth and lower inflation have helped the economy stay resilient. in 2022 during a horrible bear market and 4.8% in 2021 during a great bull market. Why Has the Economy Stayed Resilient? Many market participants hardly noticed. Many market participants hardly noticed. Who Holds U.S.

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Carson Wealth

SEPTEMBER 5, 2023

The bull market is alive and well, and we continue to expect new highs before year-end. That is more than the economy needs to keep up with population growth. However, more people stayed in the labor force to look for work, which is a sign of confidence in the labor market. That’s encouraging for consumption and the economy.

Marketing 89

Marketing Marketing Economy Compliance 89

Carson Wealth

MAY 20, 2024

Despite numerous analysts predicting an imminent recession and near-certain bear markets, we at Carson pushed back against those false narratives all year. Our stance has long been that investing is not about timing the market, but time in the market. That means resisting the temptation to pick market tops and bottoms.

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Numbers Marketing Marketing Insurance 97

Carson Wealth

DECEMBER 18, 2023

Markets were off to the races after the Fed released its statement and economic projections. Bond yields fell, and equity markets rallied. This is outdated information as private market indices such as Apartment List show rents falling compared to last year. And the first cut could come sooner rather than later.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

FEBRUARY 26, 2024

Late February into mid-March historically can be troublesome, increasing the likelihood of the stock market taking a break after its record run. Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. NVIDIA’s earnings may have delayed but not alleviated the coming decline.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

FEBRUARY 20, 2024

Welcome to Late February The S&P 500 fell slightly last week, and it’s fair to say the market was due. Big picture: The bull market is alive and well, and we continue to expect higher prices overall in 2024. An upside inflation surprise and a shift in rate-hike expectations contributed to the market’s weakness.

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Carson Wealth

JANUARY 22, 2024

Setting all-time highs is generally supportive for markets, and they’re even better if it’s been a year or more since the last one. As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. The previous record high was set on Jan. They are perfectly normal.

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Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. Many sentiment indicators flashed extreme levels of fear prior to the market bottoming, consistent with major market lows. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

NOVEMBER 13, 2023

And even more encouragingly, when stocks are positive heading into November, markets tend to chase year-to-date strength as investment managers add equities before the year’s close. STOCK MARKET Stocks gained last week, after they had their best week of the year. But this was not because the productive capacity of the economy expanded.

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Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. The Year Played Out as Expected Ryan Detrick, VP and Chief Market Strategist You might not believe it, but 2023 played out just as expected. economy, despite the skeptics.

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Marketing Marketing Economy Manufacturing 89

Carson Wealth

APRIL 17, 2023

The second positive sign is the overall market is being led higher by a wide range of stocks. Stable incomes are dependent on a healthy labor market, which appears to be holding up as we wrote here. That’s positive for consumer spending, which makes up 70% of the economy. We continue to believe the economy can avoid a recession.

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Carson Wealth

JULY 10, 2023

We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. The latter is a sign of a healthy bull market, as it suggests a risk-on appetite. The big picture is the economy is normalizing. economy is growing along trend, or slightly above it.

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Carson Wealth

MAY 15, 2023

Stocks tend to lead the economy, so just because the economic headlines are poor now doesn’t mean they will be in the future. Stocks tend to sniff out better times, and we continue to believe the economy will surprise to the upside the second half of this year. In the face of banking and economic concerns, stocks are holding the line.

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Carson Wealth

APRIL 10, 2023

Market breadth isn’t as negative as many believe, which is another plus for stocks. The banking crisis, a recent softening in job openings, and higher unemployment claims have raised concerns of a labor market slowdown. More often than not, they occur at the start of new bull markets. on average.

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Marketing Marketing Economy Banking 52

Carson Wealth

MAY 8, 2023

In the face of more regional bank crashes and numerous worries about the economy, the stock market continued to hang tough. A common narrative is only five stocks are pulling the entire market higher, but this isn’t true. April employment data suggests the economy is healthy.

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

JULY 17, 2023

We heard time and time again that only a few stocks were going up the first half of this year, so to see things broadening out is a very good sign for the lasting power of this bull market. Official data lags this data by about 12 months or so and it’s taken a while to reflect market reality.

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

AUGUST 28, 2023

Even bull markets see periods of volatility, a point that may help put this year in perspective. Credit markets continue to show very few signs of economic stress. Recent economic data from China show that the world’s second largest economy is in trouble. economy is likely to be minimal. Any adverse impact on the U.S.

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Marketing Marketing Economy Economics 52

Carson Wealth

JUNE 20, 2023

The economy continues to surprise to the upside, inflation is coming back to earth, and the Federal Reserve is likely done hiking rates. The huge stock market rally continued last week. The Fed acknowledged the economy’s resilience and indicated inflation can fall without a recession. Inflation appears to be declining.

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Marketing Marketing Food Economy 52

Carson Wealth

AUGUST 7, 2023

debt was downgraded for a second time in history, but we do not expect this to have much impact on the bull market or the strength of the economy. The unemployment rate dipped to 3.5%, indicating a very strong labor market. The economy is growing and normalizing. Bottom Line: All Signs Point to a Strong Economy The U.S.

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Marketing Marketing Government Economy 52

Carson Wealth

MAY 1, 2023

Sentiment is weak, but markets are rallying and consumers are spending. Sure, more volatility and negative headlines could happen, but with overall market sentiment extremely bearish and the economy on firmer footing than most investors seem to think, we suggest using seasonal weakness as an opportunity to add to core positions.

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Marketing Marketing Economy Numbers 52

Carson Wealth

MARCH 27, 2023

banks collapse nearly overnight and 100-year-old European banks verging on failure, not to mention a volatile bond market and a plunge in crude oil — the Federal Reserve raised rates. Fed members also don’t expect to cut rates this year as inflation remains elevated; that differs greatly from market expectations. How could this be?

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Marketing Marketing Banking Economics 52

Carson Wealth

JULY 5, 2023

But instead, stocks had one of their best six-month starts and the economy shows no signs of slowing. Business investment is rising once again, and that’s a big deal for the economy. Due to volatility within the markets mentioned, opinions are subject to change without notice. is a hugely underrated story.

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Marketing Marketing Manufacturing Electronics 52

Carson Wealth

MARCH 20, 2023

At the same time, fear jumped to levels consistent with major market lows. March is well-known for major market lows and volatility. Due to volatility within the markets mentioned, opinions are subject to change without notice. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Banking Marketing Marketing Compliance 52

Carson Wealth

AUGUST 14, 2023

In other words, while big-cap tech companies have pulled back, the entire market is not in line to fall too. This doesn’t mean a massive correction is imminent, but it could mean continued volatility as the market catches its breath. However, we know there’s a lot more room to fall based on what’s taking place in the rental market.

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