Carson Investment Research
@CarsonResearch
Hype-free market and investment perspectives from the Carson Group's investment research team.
Carson Partners offers investment advisory service through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 14600 Branch St, Omaha, NE 68154
🌊Dive into @CarsonResearch’s Midyear Market Outlook: ✅ Trends behind market stability and volatility 📉 The role of macro vs. policy in this cycle 📈 What advisors should be watching in the second half of 2025 📩 hubs.ly/Q03ysjwc0 #MidyearMarketOutlook2025
Check out @sonusvarghese's take on the Fed and potential monetary policy moves: carsongroup.com/insights/blog/…
Check out @RyanDetrick's thoughts about why stocks could be higher for 2025: carsongroup.com/insights/blog/…
Check out Grant Engelbart's take on Momentum ETFs: carsongroup.com/insights/blog/…
Check out Barry Gilbert's @gilbert3142 blog concerning the Carson Investment Research Mid-Year Outlook: carsongroup.com/insights/blog/…
💥 💥 Our @CarsonResearch Midyear Market Outlook: Uncharted Waters 🌊 is here! 💥 💥 We came into '25 bullish, but expected rocky waves early. We never wavered from our bullish stance like so many others. Enjoy! carsongroup.com/market-outlook…
Why the Stock Market Goes Higher in the Second Half? I just pushed episode 199 of the @TheCompoundNews to the top of my listening list @RyanDetrick and @SonuVarghese join Michael Batnick and Josh Brown in their NYC studio 📺 →…
Biggest surprise in 2025? The unexpected move on tariffs & how fast they reversed. 📉 What does @CarsonResearch think this means for the rest of the year? Grab our Midyear Market Outlook '25: hubs.li/Q03wsyXL0 Full episode of #FactsVsFeelings 🎥 hubs.li/Q03wsG4W0
"More good news for bulls: Historically, when the S&P 500 has risen more than 25% over three months, it has never been lower 3, 6, or 12 months later. In fact, one year after these rallies, it has averaged gains of over 21%." - @CarsonResearch h/t @ISABELNET_SA
Check out Blake Anderson's expectations for technology earnings for the second quarter 2025: carsongroup.com/insights/blog/…
Check out @RyanDetrick's take on what the prior six months may mean for the rest of 2025 carsongroup.com/insights/blog/…
Payrolls 👍 Skewed by non-cyclical areas ~ 90% of June jobs ~ 70% jobs YTD But, UE rate: 4.1% 25-54y E-Pop: 80.7% 👍 Big picture 👇 Payroll growth slowing Wage growth easing Hours worked soft Aggregate income growth easing 😐 3M: +3% 12M: 4.5% @CarsonResearch @RyanDetrick
Check out Grant Engelbart's take on ETFs: carsongroup.com/insights/blog/…
📌 IPOs Tech IPO shares have soared an average of 108% above their offering price. By comparison, non-tech IPOs have gained 49%, a solid return but significantly less than the surge seen in tech offerings 👉 isabelnet.com/blog/ h/t @YahooFinance @CarsonResearch #IPO #tech
Check out @sonusvarghese's take on household balance sheets amid falling home prices: carsongroup.com/insights/blog/…
Check out @RyanDetrick's take on year 3 of the bull market: carsongroup.com/insights/blog/…
Our team @CarsonResearch @sonusvarghese talk about the latest from the Fed.
Check out @sonusvarghese's take on possible future Fed action amid last week's meeting: carsongroup.com/insights/blog/…
Check out @sonusvarghese's take on possible future Fed action amid last week's meeting: carsongroup.com/insights/blog/…