Mike Prioletti - Baird Private Wealth Management

Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how the consumer backdrop is shaping up, and what the Fed’s next move might be.

Market Strategy Weekly – May 29, 2026 Strategas Chief Economist Don Rissmiller talks through the firm’s d...

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the market so handily, where else the opportunities are, and if bullish sentiment is a risk to further gains yet.

Market Strategy Weekly – May 22, 2026 Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the marke...

Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stimulus is acting as a cushion to higher oil prices, and what a new Federal Reserve chair means for monetary policy.

Market Strategy Weekly – May 15, 2026 Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stimulus is acting as a cushion to higher...

Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates might mean for stocks and whether the greatest threat to AI could be political in nature.

Market Strategy Weekly – May 8, 2026 Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates m...

Strategas Chief Market Strategist Chris Verrone analyzes the recent rally off the March 30 lows – how would he characterize its strength, what looks like leadership, where are the key risks, and how is he thinking about international stocks here.

Baird 1 like. "Market Strategy Weekly – May 1, 2026"

Strategas Chief Economist Don Rissmiller walks us through his belief that the U.S. dollar is on firm footing at the global reserve currency, highlighting the dollar’s still-dominant role in global trade, debt markets, and as a reserve holding.

Baird 2 likes. "Market Strategy Weekly – April 24, 2026"

Strategas President Nicholas Bohnsack talks through the immediate outlook for markets and the economy in the face of conflict in Iran, as well as the need for a shifting asset allocation framework in a deglobalizing world.

Baird Market Strategy Weekly – April 17, 2026

Strategas Chief ETF Strategist Todd Sohn talks through the current market environment, what he’s watching to evaluate the landscape, where he sees leadership now, and whether investor sentiment is an asset or liability.

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Strategas Chief Market Strategist Chris Verrone talks through the U.S. equity market’s rotation into the real economy stocks, the opportunity in international markets, and what he’s taken away from the recent action in precious metals.

Market Strategy Weekly – February 6, 2026 Strategas Chief Market Strategist Chris Verrone talks through the U.S. equity market’s rotation into the real economy stocks, the opportunity in internationa...