Carson Investment Research

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

Bottom line: The Fed is choosing patience over speed. The "pivot" is moving further into the distance, and the market is finally listening.

The bond market has officially entered the "acceptance" phase. We’re seeing a sharp V-shaped recovery in 2-year and 10-year yields as investors price out the early-year optimism.

The Fed just wrapped its March meeting. "Higher for longer" isn't just a catchphrase anymore. It’s the official forecast for 2026, and potentially 2027. 🧵

The Fed just dropped its latest projections, and the message is clear: the path to 2% is getting bumpy. @sonusvarghese broke down the key charts and what this "higher for longer" reality means below👇 carsongroup.com/insights/blog/…

"If everybody is thinking alike, then somebody isn’t thinking." - General Patton. Check out our latest blog on why we remain bullish in the midst of negativity👇 carsongroup.com/insights/blog/…

Thanks for reading! Be sure to check out the full blog by @RyanDetrick below👇 carsongroup.com/insights/blog/…

Reason #11: Short ETF volume has hit the highest level EVER. When bets against the market are this extended, the path of least resistance is often higher as those shorts eventually have to cover.

Is the news scary right now? Yes. But when it comes to the markets, sentiment is often a rubber band. And right now, it is stretched to the absolute limit of fear. Here are 11 reasons why we think it's time to remain bullish. 📈 🧵