Here's Our Midyear Outlook 2026 (FvF Ep. 196)

In this mid-year outlook episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, revisit their 2026 forecast and explain why they've raised their S&P 500 target from 12-15% to 15-18% for the year, while holding bonds steady at 3-5%. They walk through how AI capex has become a macroeconomic story as much as a market one, contributing roughly 90 basis points per quarter to real GDP growth, and why hypers...