About this episode

Ryan Detrick and Sonu Varghese discuss their updated midyear outlook for 2026, including a revised S&P 500 target and the impact of AI on the economy.

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...

People in this episode

Host: Ryan Detrick

Guest: Sonu Varghese

Topics covered

• midyear outlook
• S&P 500 forecast
• AI capex
• macroeconomics
• GDP growth

Keywords

• midyear outlook
• S&P 500
• AI capex
• GDP growth
• 2026 forecast

Mentioned in this episode

Organizations: Carson Group, Carson Investment Research

More episodes of Facts vs Feelings with Ryan Detrick & Sonu Varghese

• The Summer Rally Continues (FvF Ep. 195) · July 8, 2026 · 52 min
• Stop, Drop, & Rotate (FvF Ep. 194) · July 1, 2026 · 43 min
• Let’s Run It Hot (FvF Ep. 193) · June 24, 2026 · 56 min
• Talking Behavioral Finance with Nobel Prize Winner Dr. Richard Thaler (FvF Ep. 192) · June 17, 2026 · 47 min

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