08/28/2026
Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent rise in bond yields – what the key drivers are, how the Federal Reserve and Treasury Department are impacted, and what to expect from here.
Market Strategy Weekly – August 28, 2026
Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks ...
08/21/2026
Washington Research Analyst Jeannette Lowe talks through the recent backup in bond yields and the Treasury’s response before getting into the political ramifications of the data center buildout in a midterm election year.
Market Strategy Weekly – August 21, 2026
Washington Research Analyst Jeannette Lowe talks through the recent...
08/14/2026
Investment Strategist Ryan Grabinski looks at what the boom in corporate earnings means for U.S. stock market valuations before talking through the broader backdrop for this bull market.
Market Strategy Weekly – August 14, 2026
Investment Strategist Ryan Grabinski looks at what the boom in corp...
08/07/2026
Chief Economist Don Rissmiller talks through recent Federal Reserve activity and his decision to add a rate hike to the Baird Strategas 2026 forecast. Don then tells us about the potential for a productivity boom and the headwinds that face housing.
Market Strategy Weekly – August 7, 2026
Chief Economist Don Rissmiller talks through recent Federal Reserve...
07/31/2026
Strategas Chief Market Strategist Chris Verrone talks through today’s rotational stock market, compares the action to the 1999-2000 bubble, and breaks down what’s going on with Gold’s underperformance year-to-date.
Market Strategy Weekly – July 31, 2026
Strategas Chief Market Strategist Chris Verrone talks through today...
07/17/2026
Chief Investment Strategist Jason Trennert shares what he’s watching through the Q2 earnings season, whether the market’s expectations for the Fed are too hawkish, and where he’d diversify Tech exposure right now.
Market Strategy Weekly – July 17, 2026
Chief Investment Strategist Jason Trennert shares what he’s watchin...
07/10/2026
Baird Strategas Chief ETF Strategist Todd Sohn walks through the impact that the rapidly growing leveraged ETF space is having on broader market structure before detailing a few non-tech areas of the market that look attractive.
Market Strategy Weekly – July 10, 2026
Baird Strategas Chief ETF Strategist Todd Sohn walks through the im...
06/26/2026
Washington Research Analyst Courtney Gelman talks through expectations for the Fed under a new chairman, how states are reacting to data center pushback, and the bipartisan housing bill on the president’s desk.
Market Strategy Weekly – June 26, 2026
Washington Research Analyst Courtney Gelman talks through expectati...
06/12/2026
Strategas Chief Market Strategist Chris Verrone breaks down what the market’s momentum off the March low means for future returns, discusses the middling breadth of the market, and talks through Financials as a key sector to watch in 2H26.
Market Strategy Weekly – June 12, 2026
Strategas Chief Market Strategist Chris Verrone breaks down what th...
06/05/2026
Strategas Chief Investment Strategist Jason Trennert analyzes the recent S&P 500 streak of positive weeks (and what it means for future returns), whether the Federal Reserve is the greatest risk to the rally, and how populism interfaces with today’s market.
Market Strategy Weekly – June 5, 2026
Strategas Chief Investment Strategist Jason Trennert analyzes the r...