Carson Group

Every time we get a soft consumption print, concern rises that the consumer is tapped out. This time it’s retail sales, which fell 0.6% in July, while core retail sales (excluding autos and gasoline stations) fell 0.4%. But Amazon Prime Day shifted to June, pulling sales forward. Zooming out, retail sales have run at a 2.4% annualized pace over the past three months, and core...

We’ve got a bit of a breather on the inflation front, with two consecutive benign readings. Headline CPI rose at an annualized pace of just 0.9% in July, after falling 5% in June, taking the 3-month annual pace to just 0.5%. Headline CPI is still up 3.4% from last year, reflecting an energy shock that reversed over the last couple of months. Stripping out volatile food and en...

Source Date: August 10, 2026

We have all seen the Strategic Petroleum Reserve (SPR)  in the news this week as it dropped below 300 million barrels, a level not seen in more than 40 years. ...

Celebrating 200 episodes, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take Facts vs Feelings on the road to Boston for a live show, joined by special guest Art Hogan, Chief Market Strategist at B. Riley Wealth.

Art opens by explaining his opinion on why the market keeps climbing despite bubble fears ...

Welcome to Carson Investment Research’s Earnings Check-In for the week ending August 7, 2026. This series is built weekly from FactSet’s Earnings Insight report (John Butters, VP, Senior Earnings Analyst with FactSet), with index weights and market caps sourced from YCharts, and aggregation performed in-house. We tie every figure to FactSet’s published numbers, then add Carso...