Upcoming Event

13TH Annual Global Macro Conference

3/05/2019 New York, NY
Confirmed Speakers: Ken Langone, Mary Ellen Stanek, Jeff Korzenik

Since our founding, our Macro Research team has built its research product on four basic principles:
Utility. Humility. Simplicity. Quality. Coupling rigorous analytical process with intellectual flexibility, Strategas seeks to provide clear and concise research that yields timely and actionable investment conclusions.

The Strategas Capital Markets team leverages decades of experience and the full breadth of our macro research capabilities to provide corporate executives, and their boards, with actionable analytics, good counsel, innovative strategies and superior execution in an increasingly competitive and dynamic marketplace.

The best research is worthless unless it leads to an actionable conclusion. Strategas' “first principles” approach to research and idea generation has generated significant client demand such that the Firm formed Strategas Asset Management,
a registered investment advisor, to offer a range of managed account strategies to leverage the thematic investment conclusions and actionable ideas of the Firm’s macro research teams.

Turning Insight into Action
Our Firm

Our Firm

Strategas is an institutional brokerage and advisory firm serving clients in more than twenty countries around the world. Founded in 2006 by Jason DeSena Trennert, Nicholas Bohnsack, and Don Rissmiller, the Firm provides Macro Research and Capital Markets & Corporate Advisory services to institutional managers and corporate executives and through Strategas Asset Management manages a suite of macro thematic investment strategies by institutional mandate and for ultra and high-net-worth investors.
Today’s Research

Economics

01/21/2019 Rissmiller

Weekly Economics Summary

With the U.S. govt shutdown delaying a number of key economic data releases, we’re turning to our survey data to monitor the current situation. The punchline is: despite the possibility that the stock market may need to re-test recent lows ... 
Today’s Research

Policy Research

01/18/2019 Clifton

DC Weekly Update

Today’s Research

SLIM

01/18/2019 Ore

SLIM Survey Shows Manufacturing Bounces Back In New Year 

New orders rebound and supplier delivery times are a bit less stretched. 
Today’s Research

Weekend Reader

01/18/2019 Research Team

Charts of the Week

Today’s Research

Technical Research

01/18/2019 Verrone

Quick Video… S&P Near Resistance, Software Strong, Industrials Questionable&nbs...

In today’s video… 1) S&P at First Resistance 2) Bottoming Is A Process… Historical Examples 3) Still A Growth Market? 4) What to do with Banks? 5) Notable Long / Short Ideas