Gayle Martin - Baird Private Wealth Management

05/29/2026

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.

Strategas Chief Economist Don Rissmiller talks through the firm’s d...

05/22/2026

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 market so handily, where else the opportunities are, and if bullish sentiment is a risk to further gains yet.

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...

05/15/2026

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 oil prices, and what a new Federal Reserve chair means for monetary policy.

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...

05/08/2026

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.

Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates m...

05/01/2026

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.

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

04/24/2026

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.

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

04/17/2026

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.

Market Strategy Weekly – April 17, 2026

04/10/2026

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.

04/01/2026

April Fools' Day is here again, and it's not only about pranks and practical jokes. It's a good time for a person to reflect on times when they might have felt a bit foolish. Maybe they made a decision that didn't turn out well, or a mistake that left them feeling low. The good news is that feeling like a "fool" is almost always a temporary situation if one can learn from the experience. Give yourself room to think and grow, and you might even learn to laugh at it all, in hindsight.

03/20/2026

Strategas Senior Investment Strategist Ryan Grabinski breaks down how the war in Iran (and energy shock) impacts the Federal Reserve’s calculus and the outlook for corporate earnings growth.

Strategas Senior Investment Strategist Ryan Grabinski breaks down how the war in Iran (and energy shock) impacts the Federal Reserve’s calculus and the outl...