Still believe we'll have a better-than-average year in 2026, says Carson Group's Ryan Detrick
CNBC Television
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January 23, 2026 at 12:45 PM UTC
Bullish
90% Confidence
Watch on YouTube
Key Points
- Forecasts S&P 500 gains of 12-15% (video overlay states 'in 2026', speaker implies 'this year').
- Believes the global economy is on better footing, potentially leading to fewer rate cuts than the market currently prices in.
- Points to strong productivity (4.9% in Q3), higher earnings growth, and profit margins as key tailwinds.
- Notes a broadening market, with small caps (Russell 2000) outperforming and regional banks hitting multi-year highs.
- Recommends a well-diversified portfolio with an overweight position in equities, favoring developed international markets like Europe.
AI Summary
Ryan Detrick of Carson Group maintains a bullish outlook for the market, forecasting S&P 500 gains of 12-15% (the video overlay states 'in 2026', though the speaker implies 'this year'). He highlights a solid global economy, strong productivity, and rising earnings as key drivers, suggesting a broadening market beyond mega-cap tech.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bullish | 90% |
| Consensus | Bullish | 90% |