Upcoming Event

First Annual West Coast Conference

5/06/2019 To 5/07/2019 San Francisco

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

04/24/2019 Rissmiller

Econ Video Slides

Today’s Research

Economics

04/24/2019 Rissmiller

Short Econ Video On Global Soft Landing & Bond Market Tension

Despite the cyclical improvement in the economic data and equities, government bond yields are still low around the world.
Today’s Research

Technical Research

04/24/2019 Verrone

New Closing High For S&P

The S&P traded to its first closing high since 9/20/18 yesterday (145 trading days).  It has taken 80 trading days to recover the -20% drawdown in 4Q… certainly fast, but not unprecedented.  
Today’s Research

Fixed Income Strategy

04/24/2019 Tzitzouris

Conditions Now Ripe for a Bubble

It’s a possibility, at least for the next few months, where we expect growth to remain solid and yet we think the bond market will be slow to reverse its bet in favor of rate cuts. 
Today’s Research

Economics

04/23/2019 Rissmiller

Inflation Is Not Dead

With bond yields remaining low, there's little cushion against an inflation surprise (even if sustained inflation is tough to maintain) ...