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Markets & the Economy: Rough Start to Q4
Markets finally received the wake up call they had been ignoring. https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/10/markets-the-economy-rough-start-to-q4/
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Markets & the Economy: Deceptive Strength
Two months after the stock market’s climatic Tariff Panic low, there remains still plenty for investors to fret over. https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/06/markets-the-economy-deceptive-strength/
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Markets & the Economy: Rally Mode?
Market back to the April 2nd low, traders keying on the ‘upside risk’ of steady tariff backtracking that could, maybe, prevent the ugly survey trends from spilling into hard macro data. Is the rally back, intact & lasting? https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/05/markets-the-economy-rally-mode/
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Markets & the Economy: Buy the Dip…Again & Again…
Good years for stocks tend to end strong. The market’s pricey but this tends not to bite when profits are rising and the Fed cutting rates… Will markets still end 2025 on a high note? https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/11/markets-the-economy-buy-the-dipagain-again/
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Markets & the Economy: Fueling the Froth…
The elite bull market takes control again with the SP500 touching 6800 for the first time ever… https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/11/markets-the-economy-fueling-the-froth/
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Markets & the Economy: Reversal Possible?
The stock market has scaled its way to record highs in more than four months, feeding off a deep reservoir of worry filled during the April tariff panic that has not yet fully been depleted. How does it differ from the last time we were here? Can stocks remain resilient? https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/07/markets-the-economy-reversal-possible/
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Markets & the Economy: No Panic…Yet?
A geopolitical jolt cracks the calm of a ‘grind-and-rise’ market. Just a minor shakeout to refresh the rally? Or a more erratic change in tone ahead of some key July tests on trade, the budget bill & the Fed into a less friendly seasonal backdrop? https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/06/markets-the-economy-no-panicyet/
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Markets & the Economy: Triple Threat
Markets were reminded not to dismiss three factors that have already contributed to volatility and uncertainty in recent months- global tariff policies, fiscal deficits and debt, and the traditional drivers of the US dollar. Yet S&P closed out its best May since 2023. https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/06/markets-the-economy-triple-threat/
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Markets & the Economy: Washout…
A Turbulent November market puts the onus back on the bulls to show resilience.
Indexes tentatively bouncing off support after disgorging two months of gains, purging some froth, and resetting sentiment.
https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/12/markets-the-economy-washout/
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From HSAs to Hot Yoga: Investing in America’s Wellness Revolution
John Taft interviews three Baird equity research analysts about investment opportunities in America's wellness sector. https://www.rwbaird.com/johntaft/2025/08/from-hsas-to-hot-yoga-investing-in-americas-wellness-revolution/
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