Strategas Head of Macro and Technical Strategy Chris Verrone talks through a grab bag of market items, including a tepid leadership backdrop, a historical comparison for the current environment, and some thoughts on Gold. https://t.co/xntvWC4P7f
Strategas Technical Strategist Todd Sohn breaks down recent action in the stock market, including what to make of a mixed year so far, where leadership and weakness lie, and how ETF flows reflect still-skittish investor sentiment. https://t.co/BnCuJfTL1B
Strategas Head of Fixed Income Research Tom Tzitzouris breaks down the recent decision from the Federal Reserve to raise interest rates, how the market is disagreeing with the Fedโs outlook, and where Strategas is seeing value in the bond market. https://t.co/gGdHhygqqF
Strategas Chief Economist Don Rissmiller walks us through what recent bank failures could mean for Fed policy, how he thinks about inflation at this moment, and why the outlook for stocks is different now than it was for the last several decades. https://t.co/2hn8e49834
Interest rate expectations, sticky inflation on the corporate earnings picture, the importance of cash flow generation, plus themes of deglobalization and energy securityโwe get into it all with Strategas Head of Portfolio Strategy Nicholas Bohnsack. https://t.co/jLO0NF7Ic6
Strategas Technical Strategist Todd Sohn breaks down the current state of the equity marketโincluding pockets of strengthโbefore diving into what ETF flows are telling him about investor sentiment and how he sees the case for Gold. https://t.co/dvgDwjYnS6
Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent uptick in both economic and inflation data, the implications of an inverted yield curve, and how Strategas is positioning within its fixed income portfolios. https://t.co/ROet4Eyi90
Strategas Investment Strategist Ryan Grabinski joins us for his 30,000 foot view of the market. Ryan first discusses the Market Gauge, including a recent downgrade and categories on watch, before getting into the strong start to the year for stocks. https://t.co/8Y0B3sbVET
Baird's Private Wealth Management Market Strategist Michael Antonelli talks about what may be one of the biggest impediments to your financial success in the latest Bull & Baird blog.
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