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Market Insights

Market Strategy by Strategas

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


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Market Strategy Weekly
May 2, 2025

Strategas President and Head of Portfolio Strategy Nicholas Bohnsack takes a look at the markets and economy through the lens of the 3 C’s: consumer, credit, corporate profits – before making a few observations about Big Tech and global stocks.

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Market Gauge

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May 2025

The Market Gauge flipped into Unfavorable territory this edition, with the Administration’s tariff policy leading to a weaker Technical Picture. On the Favorable side of things, the overall backdrop features decidedly risk-off sentiment, a Federal Reserve still in a rate cut cycle, and stabilizing inflation.

See the report for more information about the Market Gauge and how it works. 

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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. April 2025

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Washington Policy 

Washington Policy 

Although some of the reciprocal tariffs unveiled on April 2 have been rolled back, more tariffs are in the pipeline. The tax bill moving through Congress provides the best opening to sterilize the tariff impact if the rest are not rolled back. April 2025

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Sector Allocation

Sector Allocation

Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale. February 2025.

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Q1 Market Update

Q1 Market Update

In the first quarterly note of 2025, Strategas highlights the factors that contributed to a challenging first quarter. April 2025.

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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.