Gayle Martin - Baird Private Wealth Management

10/02/2026

Baird Strategas Chief Economist Don Rissmiller talks through his view of how higher oil and yields will impact the economy, how he sees this rate hiking cycle playing out, and whether productivity growth can help with the budget deficit.

Baird Strategas Chief Economist Don Rissmiller talks through his vi...

09/25/2026

Baird Strategas Washington Research Analyst Jeannette Lowe talks through the typical stock market pattern in and around midterm elections before diving into the data center buildout that has become the key debate of the election season.

Baird Strategas Washington Research Analyst Jeannette Lowe talks th...

09/18/2026

Baird Strategas Head of Portfolio Strategy Nicholas Bohnsack talks about the Fed’s decision to raise interest rates (for the first time since 2023) and where he sees opportunities in today’s supply-constrained environment.

Baird Strategas Head of Portfolio Strategy Nicholas Bohnsack talks ...

09/15/2026

U.S. credit card debt is approaching a record high.

Americans’ credit card balances reached $1.26 trillion in the second quarter, rising by $21 billion, according to new data from the Federal Reserve Bank of New York.

That puts credit card debt just below the all-time high of $1.28 trillion set late last year.

Strong consumer spending is one factor behind higher balances. Rising prices for essentials like groceries and gas may also be contributing.

Delinquencies remain a concern. The share of credit card balances more than 90 days delinquent rose from 7.6% to 12.8% from mid-2022 through early 2026.

Total U.S. household debt now stands at $18.8 trillion. Auto loan debt also reached a new high of $1.71 trillion.

For households, rising debt is a reminder that everyday expenses, interest rates, minimum payments, and emergency costs can all affect financial flexibility.


Source:

Americans' credit card debt reached $1.26 trillion, increasing by $21 billion in the second quarter of this year, according to new data.

09/11/2026

Baird Strategas Chief Investment Strategist Jason Trennert talks through market implications of potential rate hikes, the firm’s earnings outlook for 2027, and an update to the bull market top checklist.

Baird Strategas Chief Investment Strategist Jason Trennert talks th...

09/11/2026

On this 25th anniversary of the September 11 attack, we continue to honor those that lost their lives and those that gave so much to help protect all Americans.

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.

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.

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.

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.

Chief Economist Don Rissmiller talks through recent Federal Reserve...