The Hock Group

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.

Market Strategy Weekly – September 18, 2026 Baird Strategas Head of Portfolio Strategy Nicholas Bohnsack talks ...

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.

Market Strategy Weekly – September 11, 2026 Baird Strategas Chief Investment Strategist Jason Trennert talks th...

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.

Market Strategy Weekly – August 28, 2026 Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks ...

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.

Market Strategy Weekly – August 21, 2026 Washington Research Analyst Jeannette Lowe talks through the recent...

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.

Market Strategy Weekly – August 14, 2026 Investment Strategist Ryan Grabinski looks at what the boom in corp...

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.

Market Strategy Weekly – August 7, 2026 Chief Economist Don Rissmiller talks through recent Federal Reserve...

Strategas Chief Market Strategist Chris Verrone talks through today’s rotational stock market, compares the action to the 1999-2000 bubble, and breaks down what’s going on with Gold’s underperformance year-to-date.

Market Strategy Weekly – July 31, 2026 Strategas Chief Market Strategist Chris Verrone talks through today...

Chief Investment Strategist Jason Trennert shares what he’s watching through the Q2 earnings season, whether the market’s expectations for the Fed are too hawkish, and where he’d diversify Tech exposure right now.

Market Strategy Weekly – July 17, 2026 Chief Investment Strategist Jason Trennert shares what he’s watchin...

It's Time for Another Halftime Pep Talk I can't believe we're already at this point in 2026. It feels like just yesterday I wrote a blog in 2025 about a coaching podcast I was listening to and one simple idea that stuck with me: "July...

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Baird Strategas Chief ETF Strategist Todd Sohn walks through the impact that the rapidly growing leveraged ETF space is having on broader market structure before detailing a few non-tech areas of the market that look attractive.

Market Strategy Weekly – July 10, 2026 Baird Strategas Chief ETF Strategist Todd Sohn walks through the im...