The Miranda Thomas Group

06/12/2026

Strategas Chief Market Strategist Chris Verrone breaks down what the market’s momentum off the March low means for future returns, discusses the middling breadth of the market, and talks through Financials as a key sector to watch in 2H26.

Strategas Chief Market Strategist Chris Verrone breaks down what th...

06/05/2026

Strategas Chief Investment Strategist Jason Trennert analyzes the recent S&P 500 streak of positive weeks (and what it means for future returns), whether the Federal Reserve is the greatest risk to the rally, and how populism interfaces with today’s market.

Strategas Chief Investment Strategist Jason Trennert analyzes the r...

06/03/2026

In this Around The Block, Sean Miranda talks with summer intern Amya Jones to discuss her journey into finance, including her time at the University of Kentucky and what sparked her interest in the industry.

Amya shares her perspective on joining Baird, what stood out to her during the interview process, and how the firm’s culture, collaboration, and commitment to clients have shaped her early experience.

The conversation highlights the value of mentorship, building strong relationships, and gaining hands-on exposure, while also giving listeners insight into what it’s like to start a career in wealth management at Baird. Welcome Amya!

05/29/2026

Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how the consumer backdrop is shaping up, and what the Fed’s next move might be.

Strategas Chief Economist Don Rissmiller talks through the firm’s d...

05/25/2026

Just a friendly reminder that our office will be closed today, Monday, May 25th in observance of Memorial Day. We wish everyone a safe holiday!

05/22/2026

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the market so handily, where else the opportunities are, and if bullish sentiment is a risk to further gains yet.

Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the marke...

05/15/2026

Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stimulus is acting as a cushion to higher oil prices, and what a new Federal Reserve chair means for monetary policy.

Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stimulus is acting as a cushion to higher...

05/08/2026

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.

Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates m...

05/01/2026

Strategas Chief Market Strategist Chris Verrone analyzes the recent rally off the March 30 lows – how would he characterize its strength, what looks like leadership, where are the key risks, and how is he thinking about international stocks here.

1 like. "Market Strategy Weekly – May 1, 2026"

04/24/2026

Strategas Chief Economist Don Rissmiller walks us through his belief that the U.S. dollar is on firm footing at the global reserve currency, highlighting the dollar’s still-dominant role in global trade, debt markets, and as a reserve holding.

2 likes. "Market Strategy Weekly – April 24, 2026"