Remove 2027 Remove Compliance Remove Portfolio Management
article thumbnail

Market Commentary: Weak Seasonality Still in Play

Carson Wealth

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. A diversified portfolio does not assure a profit or protect against loss in a declining market. The economy has surprised to the upside and stocks had one of their best starts to a year.

article thumbnail

Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year

Carson Wealth

They expect to hit their target of 2% only by 2027 now. For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices). 2025: Up from 2.2% 2026: Up from 2.0% This is quite confounding.