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Strategas 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
February 14, 2025

Strategas Chief Market Strategist Chris Verrone details the market movements to start 2025, including reactions to key events (inflation data, DeepSeek), the sectors that look like leadership, and his outlook for the dollar and global stocks.

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Market Gauge

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January 2025

The Market Gauge continues to be Neutral, but we are constructive on the overall market backdrop given the importance of several categories—such as economic growth, corporate earnings, investor sentiment, and liquidity—that remain in the Favorable column.

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. January 2025

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Washington Policy 

Washington Policy 

One of President Trump's key policy priorities is to extend nearly all of the tax cut provisions included in the 2017 Tax Cuts and Jobs Act. Republicans in Congress will undertake this task using the budget reconciliation process. January 2025

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Sector Allocation

Sector Allocation

Recommended Sector Allocations accompanied by broader market commentary and sector-specific rationale. December 2024

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Q4 Market Update

Q4 Market Update

In the last quarterly note of 2024, Strategas recaps Q4 and looks to 2025. December 2024

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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.