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Markets & the Economy: 2nd Half Playbook
Markets are telling us not to worry with a steep drop in volatility. Should we listen? https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2025/07/markets-the-economy-2nd-half-playbook/
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What Is Market Volatility, Really?
John Taft talks with Strategas’ Head of Equity Derivatives about how investors should think about volatility. https://www.rwbaird.com/johntaft/2025/07/what-is-market-volatility-really/
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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: Are Investors too Confident?
Wall Street’s start to 2026 has been like the scripted first drive in a football game, the offense in rhythm with a balanced attack to take an early lead. https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/global-equity-trading/etf-newsletters/2026/01/markets-the-economy-are-investors-too-confident/
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Beauty & Wellness
Baird is one of the most active advisors to premium, high-growth brands that enhance and enrich the lives of female consumers. https://www.rwbaird.com/corporations-and-institutions/investment-banking/industries-of-focus/consumer/beauty-wellness/
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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: 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: 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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Bubble Bubble, Toil and Trouble: New Indications of Market Excess
While the stock market remains at or near all-time highs, there are reasons to think a new bubble might be forming. https://www.rwbaird.com/johntaft/2025/09/bubble-bubble-toil-and-trouble-new-indications-of-market-excess/
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A Better Way to Democratize Finance?
John Taft discusses Aaron Shapiro and his role as an innovator committed to "democratizing" finance. https://www.rwbaird.com/johntaft/2021/04/a-better-way-to-democratize-finance/
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