Dan Corbett, QPFC - Financial Advisor

Strategas Chief Economist Don Rissmiller looks at some higher-level economic ideas – the status of the labor market, the Federal Reserve’s long-term interest rate target, and the impact of recent worker productivity data.

Market Strategy Weekly - August 30, 2024 Strategas Chief Economist Don Rissmiller takes a look at some higher level economic ideas – the status of the labor market, the Federal Reserve’s long-term i...

Strategas Head of Fixed Income Research Tom Tzitzouris breaks down how the recent stock market volatility interacts with the bond market. He also dives into the labor market, the Federal Reserve, and the overall economic outlook.

Market Strategy Weekly - August 23, 2024 Strategas Head of Fixed Income Research Tom Tzitzouris breaks down how the recent stock market volatility interacts with the bond market. He also dives into ...

Strategas Investment Strategist Ryan Grabinski breaks down the recent volatility in equity markets before closing the book on the second quarter earnings season and giving an outlook for Federal Reserve interest rate cuts.

Market Strategy Weekly - August 16, 2024 Strategas Investment Strategist Ryan Grabinski breaks down the recent volatility in equity markets before closing the book on the second quarter earnings sea...

Strategas Chief Economist Don Rissmiller breaks down the big questions facing the U.S. economy: what are the odds of recession, is the Fed behind the curve, and what is he watching in coming months to get a read on things?

Market Strategy Weekly - August 9, 2024 Strategas Chief Economist Don Rissmiller breaks down the big questions facing the U.S. economy: what are the odds of recession, is the Fed behind the curve, ...

Strategas Research Associate Brandon Fontaine breaks down recent manufacturing data (including proprietary survey work by Strategas), looks at its impact on U.S. corporate earnings, and checks in with supply chain issues overseas.

Market Strategy Weekly - August 2, 2024 Market Strategy Weekly – August 2, 2024Strategas Research Associate Brandon Fontaine breaks down recent manufacturing data (including proprietary survey work...

Strategas Head of Macro and Technical Research Chris Verrone discusses the recent rotation in the market towards Small-caps and Cyclicals, the case for Financials, and the outlook for Gold over the rest of the year.

Market Strategy Weekly - July 19, 2024 Strategas Head of Macro and Technical Research Chris Verrone discusses the recent rotation in the market towards Small-caps and Cyclicals, the case for Finan...

Strategas President Nicholas Bohnsack discusses how the earnings picture is shaping up ahead of the Q2 reporting season, how Strategas looks at Value vs. Growth, and how to think about AI at this point in time.

Market Strategy Weekly - July 12, 2024 Strategas President Nicholas Bohnsack discusses how the earnings picture is shaping up ahead of the Q2 reporting season, how Strategas looks at Value vs. Gro...

Strategas Head of Macro and Technical Strategy Chris Verrone talks through the interest rate environment, how it is impacting stock market leadership, what he is seeing out of China, and one big thing that he’ll be watching going forward.

Market Strategy Weekly - June 14, 2024 Strategas Head of Macro and Technical Strategy Chris Verrone talks through the interest rate environment, how it is impacting stock market leadership, what h...

Strategas President and Head of Portfolio Strategy Nicholas Bohnsack walks through a few key fundamental drivers of equities – inflation, interest rates, earnings – and also discusses the firm’s recent decision to add to developed market international stocks.

Market Strategy Weekly - May 24, 2024 Strategas President and Head of Portfolio Strategy Nicholas Bohnsack walks through a few key fundamental drivers of equities – inflation, interest rates, ear...

Strategas Head of Fixed Income Research Tom Tzitzouris discusses the recent inflation data and the bond market’s response before diving into how the market is handling new Treasury supply and what “higher for longer” actually implies for bonds.

Market Strategy Weekly - May 17, 2024 Strategas Head of Fixed Income Research Tom Tzitzouris discusses the recent inflation data and the bond market’s response before diving into how the market i...

Strategas Technical Strategist Todd Sohn walks us through how his team determines whether a market pullback is healthy or concerning, how he gauges the state of the consumer, and what his team’s flow research suggests about investor positioning.

Market Strategy Weekly - May 10, 2024 Strategas Technical Strategist Todd Sohn walks us through how his team determines whether a market pullback is healthy or concerning, how he gauges the state...

Strategas Research Analyst Thomas DiFazio stops by to discuss a handful of the firm’s recent sector allocation changes: upgrades to Energy, Materials, and Utilities, and downgrades to Consumer Discretionary and Health Care.

Market Strategy Weekly - April 26, 2024 Strategas Research Analyst Thomas DiFazio stops by to talk through a handful of the firm’s recent sector allocation changes: upgrades to Energy, Materials, a...

Strategas Research Associate Brandon Fontaine discusses the recent Strategas Leading Indicator of Manufacturing survey, how the results compare to the broader industry data, and what it means for the rate-sensitive manufacturing sector over the coming years.

Market Strategy Weekly - April 5, 2024 Strategas Research Associate Brandon Fontaine discusses the recent Strategas Leading Indicator of Manufacturing survey, how the results compare to the broade...

Strategas Washington Research Analyst Jeannette Lowe discusses the tax bill being debated in Congress before explaining how President Biden’s fiscal 2025 budget proposal intersects with the budget deficit and expiring 2017 tax cuts.

Market Strategy Weekly - March 22, 2024 Strategas Washington Research Analyst Jeannette Lowe discusses the tax bill being debated in Congress before explaining how President Biden’s fiscal 2025 bud...

Strategas Research Analyst Thomas DiFazio describes some of the key indicators—from trend work to earnings breadth to credit spreads—that his team watches as they formulate their recommended asset allocations.

Market Strategy Weekly - March 15, 2024 Strategas Research Analyst Thomas DiFazio describes some of the key indicators—from trend work to earnings breadth to credit spreads—that his team watches as...

Strategas Technical Strategist Todd Sohn walks us through a handful of timely market topics, including whether the market is just “Big Tech,” whether sentiment is getting too aggressive, and how to think about the languishing Chinese stock market.

Market Strategy Weekly - March 8, 2024 Strategas Technical Strategist Todd Sohn walks us through a handful of timely market topics, including whether the market is just “Big Tech,” whether sentime...

Strategas Head of Fixed Income Research Tom Tzitzouris explains what is driving his outlook for long-term bond yields (inflation, supply, and more) before diving into what credit spreads are telling him about the potential for economic weakness.

Market Strategy Weekly - February 23, 2024 Strategas Head of Fixed Income Research Tom Tzitzouris explains what is driving his outlook for long-term bond yields (inflation, supply, and more) before di...

Strategas Head of Policy Research Dan Clifton walks us through the largest election year in world history—from the impact of a reelection on U.S. equity market performance to the policy levers likely to be pulled in the reelection efforts. A must-watch.

Market Strategy Weekly - February 16, 2024 Strategas Head of Policy Research Dan Clifton walks us through the largest election year in world history—from the impact of a reelection on U.S. equity mark...

Strategas Research Analyst Thomas DiFazio discusses the firm’s multitude of recent sector and global asset allocation changes before diving into what investing styles have worked (and which ones haven’t) in past presidential election years.

Market Strategy Weekly - January 19, 2024 Strategas Research Analyst Thomas DiFazio discusses the firm’s multitude of recent sector and global asset allocation changes before diving into what investi...

On the heels of the Fed’s dovish pivot, Strategas Chief Economist Don Rissmiller talks through the odds of a soft landing. He dives into how the Fed is thinking about rates in 2024 and what he’s watching in the economy to gauge whether a recession is looming.

Market Strategy Weekly - December 21, 2023 On the heels of the Fed’s dovish pivot, Strategas Chief Economist Don Rissmiller talks through the odds of a soft landing. He dives into how the Fed is think...

Strategas Technical Strategist Todd Sohn talks through the implications of massive money market fund inflows, some unloved and enticing sectors for 2024, and whether the concentration at the top of the market matters in the end.

Market Strategy Weekly - December 15, 2023 Strategas Technical Strategist Todd Sohn talks through the implications of massive money market fund inflows, some unloved and enticing sectors for 2024, and...

Strategas Head of Fixed Income Research Tom Tzitzouris discusses recent developments in the U.S. economy and how those developments are reflected in Treasury rates and expectations for the Federal Reserve in 2024.

Market Strategy Weekly - December 8, 2023 Strategas Head of Fixed Income Research Tom Tzitzouris discusses recent developments in the U.S. economy and how those developments are reflected in Treasury...

Strategas Investment Strategist Ryan Grabisnki talks through the better-than-expected third-quarter earnings season before discussing the state of the U.S. consumer and labor market on the heels of another strong Black Friday.

Market Strategy Weekly - December 1, 2023 Strategas Investment Strategist Ryan Grabisnki talks through the better-than-expected third quarter earnings season before discussing the state of the U.S. c...

Strategas Research Analyst Thomas DiFazio walks us through recent changes to the firm’s sector and global asset allocation framework before discussing whether the market’s recent rally changes the outlook.

Market Strategy Weekly - November 17, 2023 Strategas Research Analyst Thomas DiFazio walks us through recent changes to the firm’s sector and global asset allocation frameworks before discussing wheth...

Strategas Research Analyst Brandon Fontaine breaks down the latest on manufacturing: ISM data, Strategas’ proprietary SLIM survey, and how the manufacturing sector is performing this year.

Market Strategy Weekly - November 3, 2023 Strategas Washington Research Analyst Jeannette Lowe breaks down how the recent House of Representatives speaker turmoil was a proxy for the larger and more ...

Strategas Washington Research Analyst Jeannette Lowe breaks down how the recent House of Representatives speaker turmoil was a proxy for the larger and more challenging spending issues facing policymakers.

Market Strategy Weekly - November 3, 2023 Strategas Washington Research Analyst Jeannette Lowe breaks down how the recent House of Representatives speaker turmoil was a proxy for the larger and more ...

Strategas Partner and Head of Macro and Technical Strategy Chris Verrone breaks down the market one year from the S&P 500’s bottom before getting into how geopolitical events tend to affect the trend in the market.

For more thoughts on how the markets intersect with monetary policy, geopolitical tensions, inflation, and other macroeconomic factors, visit .

Baird's Market Insights Strategas, one of the world’s leading macroeconomic research firms, provides expert analysis and interpretation of the economy, financial markets, and government policy.

Strategas Head of Technical and Macro Research Chris Verrone joins us to talk interest rates, inflation, and sector leadership. He also breaks down some of the more interesting paradoxes that he sees in markets today.

Market Strategy Weekly - September 15, 2023 Strategas Head of Technical and Macro Research Chris Verrone joins us to talk interest rates, inflation, and sector leadership. He also breaks down some of t...

Strategas Washington Research Analyst Jeannette Lowe breaks down two big policy items facing the US economy and markets: a looming government shutdown and big changes coming for the workhorse US consumer.

Market Strategy Weekly - September 8, 2023 Strategas Washington Research Analyst Jeannette Lowe breaks down two big policy items facing the US economy and markets: a looming government shutdown and bi...

Strategas Research Analyst Thomas DiFazio breaks down the firm’s asset allocation model for August, including the continued underweight to equities. He also touches on sticky inflation, extended valuation, and how investors are expressing caution.

Market Strategy Weekly - September 1, 2023 Strategas Research Analyst Thomas DiFazio breaks down the firm’s asset allocation model for August, including the continued underweight to equities. He also ...