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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 may be highly valuable to you over the short and long term.

Learn more about the award-winning team

Market Strategy Weekly
May 8, 2026

Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates might mean for stocks and whether the greatest threat to AI could be political in nature.

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Market Gauge

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May 2026

The Market Gauge remains Unfavorable as the war in Iran continues and price pressures persist. Still, against a backdrop of higher commodity prices, corporate profits have remained resilient and provided a ballast for equities. A fairly stable rate backdrop has also helped steady markets here.

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. March 2026

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Washington Policy 

Washington Policy 

Geopolitical risk, tax season liquidity pressures, and rising policy uncertainty are testing investor confidence even as market behavior continues to track historical presidential cycle patterns. April 2026

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Sector Allocation

Sector Allocation

Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale. March 2026

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Quarterly Market Update

Quarterly Market Update

In the first quarterly note of 2026, Strategas highlights the factors that contributed to a chaotic first quarter. April 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.