Quarterly Market Outlook with Ryan Detrick

In this midyear outlook edition of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down Carson’s newly released 2026 midyear outlook, “Still Riding the Wave.” Coming into the year, …

What a first half it’s been. We had a war, an oil spike, a 9% pullback, a furious rally, a bull market that keeps getting called old, and an AI trade that keeps getting even more interesting (and confusing). But despite all the noise, the S&P 500 still powered to a 10.2% gain in the …

In this midyear edition of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, look back at what caught them off guard in the first half of 2026, before next week’s official second-half outlook. They st …

Well, that’s a wrap on the first half of 2026. After all the handwringing this spring over the Middle East, oil prices, and the Fed, the S&P 500 closed the first six months up 9.6% (excluding dividends), and it did it in style. The index’s second-quarter gain of 14.9% was the best Q2 in …

In this July 4th edition of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take a quick break from the fireworks to share four reasons to be thankful for where markets stand at the midpoint of the year. …

The S&P 500 fell all five days last week, losing nearly 2%, and is currently down seven of the past eight days. After a historic 15% gain in April and May, June has been weak, which isn’t a total surprise. In fact, the current 3% loss for the month isn’t all that bad, especially when yo …

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, go live on location from Sixth Avenue in New York City right in front of Radio City Music Hall to celebrate the Knicks championship and b …

The story of the week was Kevin Warsh’s first meeting as chair of the Federal Reserve. The Fed decided to hold rates steady, but stocks sold off aggressively (and short-term yields soared) Wednesday following the meeting’s conclusion (more on that below). But calmer heads prevailed on Thurs …

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, unpack the Fed’s latest meeting, the reaction to new Chair Kevin Warsh’s debut, and whether markets are getting too hawkish too fast. The …

SpaceX’s initial public offering (IPO) on Friday dominated market news last week, but behind the scenes, the S&P 500 edged higher after the big drop on Friday, June 5. Could some more June choppiness be in store? Sure, but we do believe this bull market is still alive and well and the p …