The John Roach Group - Baird Private Wealth Management

01/24/2025

Tom Tzitzouris breaks down what has prompted the recent move in Treasury yields, where he sees value in corporate bonds, and what the lingering risk in the commercial real estate space looks like. Tom is the Head of Fixed Income Research at Strategas.

Tom Tzitzouris breaks down what has prompted the recent move in Treasury yields, where he sees value in corporate bonds, and what the lingering risk in the c...

01/17/2025

Strategas Investment Strategist Ryan Grabinski talks through why the US stock market has so dramatically outperformed in recent years (and whether it can continue) as well as his expectations for US corporate earnings in 4Q24 and for 2025 overall.

Strategas Investment Strategist Ryan Grabinski talks through why the US stock market has so dramatically outperformed in recent years (and whether it can con...

01/10/2025

Strategas Head of Macro and Technical Research Chris Verrone talks through December and January effects, market leadership amid recent weakness, and some key thoughts about the US dollar amid a strong post-election move.

Strategas Head of Macro and Technical Research Chris Verrone talks through December and January effects, market leadership amid recent weakness, and some key...

12/25/2024

12/19/2024

Chris Verrone talks through how he’s thinking about the recent market weakness, then looks ahead to a couple of key indicators that will shape how the market evolves in 2025. Chris is Head of Macro and Technical Research at Strategas.

Chris Verrone talks through how he’s thinking about the recent market weakness, then looks ahead to a couple of key indicators that will shape how the market...

12/16/2024

Strategas Technical Strategist Todd Sohn breaks down the rise in bullish investor sentiment, how he thinks about Europe vs. the U.S., and what sectors he's watching most closely heading into 2025.

Strategas Technical Strategist Todd Sohn breaks down the rise in bullish investor sentiment, how he thinks about Europe vs. the U.S., and what sectors he’s w...

12/06/2024

Tom Tzitzouris discusses key items affecting the bond market heading into 2025: the debt ceiling showdown, a liquidity boom, and the impact that the deficit will have on long-term bond yields. Tom Tzitzouris is Head of Fixed Income Research at Strategas.

Tom Tzitzouris discusses key items affecting the bond market heading into 2025: the debt ceiling showdown, a liquidity boom, and the impact that the deficit ...

11/22/2024

Nicholas Bohnsack talks through what’s worth focusing on in the aftermath of the election, along with asset allocation thoughts and some structural investment themes heading into 2025. Nicholas Bohnsack is Strategas President and Head of Portfolio Strategy.

Nicholas Bohnsack talks through what’s worth focusing on in the aftermath of the election, along with asset allocation thoughts and some structural investmen...

11/15/2024

Ryan Grabinski sets aside election noise and talks about what else is going on for markets—corporate profits, the employment picture, the consumer spending backdrop, and the U.S. tax situation. Ryan is a Managing Director and Investment Strategist at Strategas.

Ryan Grabinski sets aside election noise and talks about what else is going on for markets—corporate profits, the employment picture, the consumer spending b...

11/08/2024

Strategas Managing Director and Washington Research Analyst Jeannette Lowe discusses the U.S. election outcome, the market’s reaction in the days after, and the implications for policymaking over the coming years.

Strategas Managing Director and Washington Research Analyst Jeannette Lowe discusses the U.S. election outcome, the market’s reaction in the days after, and ...

11/01/2024

Strategas Managing Director and Technical Strategist Todd Sohn talks sector leadership (and why Utilities look so good in a bull market), tells us two things he’s watching into 2025, and shares what the international equity picture looks like.

Strategas Managing Director and Technical Strategist Todd Sohn talks sector leadership (and why Utilities look so good in a bull market), tells us two things...