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Baird Strategas

Whether from their regular interviews on national news outlets or their research delivered directly to advisors, Baird Strategas cuts through the noise and provides insights that may be highly valuable to you over the short and long term.

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Market Strategy Weekly
September 4, 2026

Baird Strategas Chief Market Strategist Chris Verrone looks at the market setup through the lens of stock market leadership and credit conditions, breaks down the recent rise in bond yields, and looks at Gold’s performance year-to-date.

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Market Gauge

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September 2026

The Market Gauge shifts into an Unfavorable position, with hotter sentiment posing a near-term risk to market gains. Brightened sentiment may be justified by robust profitability and market breadth that improved all summer, but war in Iran and higher rates both darken the backdrop.

See the report for more information about the Market Gauge. 

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Additional Insights from Strategas

Asset Allocation

Asset Allocation

Recommended Asset Allocation against a Global 60/40 portfolio accompanied by market commentary and rationale. August 2026

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Washington Policy

Washington Policy 

Following a Supreme Court ruling against IEEPA tariffs, a new tariff framework is being implemented. August 2026

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Key Research Takeaways

Key Research Takeaways

Baird Strategas shares its latest outlook on the markets, economy and investment landscape. August 2026

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Quarterly Market Update

Quarterly Market Update

In the second update of 2026, Baird Strategas examines how markets continued to climb and why the current bull market may still have room to run. July 2026

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The information reflected on this page are Baird expert opinions today and are subject to change. The information provided here has not taken into consideration the investment goals or needs of any specific investor and investors should not make any investment decisions based solely on this information. Past performance is not a guarantee of future results. All investments have some level of risk, and investors have different time horizons, goals and risk tolerances, so speak to your Baird Financial Advisor before taking action.