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.
Strategas Head of Fixed Income Research Tom Tzitzouris breaks down the most recent Federal Reserve meeting (no rate hike, but a hawkish tilt) before diving into how the Fed’s “higher for longer” mentality could butt up against hopes for an economic soft landing.
Gauge ticks higher again as Commodity Prices and Corporate Earnings both move to the "favorable" column.
Corporate Earnings: The deterioration in profit margins appears to have stalled with help from income on cash balances (thanks to higher interest rates).
Commodity Prices: A broad-based decline in the U.S. dollar since last October and China’s efforts to stimulate its economy are both likely contributing to the turn in commodity prices.
See the report for more information about the Market Gauge and how it works. (last published August 8).
Strategas is moving some cash into bonds in its recommended allocations this month. Sep. 19
A snapshot of the economy and markets today plus an outlook as we ramp up to the end of 2023. Sep. 12
A shutdown looks likely in October, but its effect on the economy and markets should be limited. Sep. 12
Recommended U.S. Equity allocations with individual sector commentary and broader market context. Aug. 15
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.