Turning Insight into Action
Strategas

Strategas is proud to be the top-ranked
provider of macro research on Wall Street

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.

Turning Insight into Action

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.

Turning Insight into Action

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

Daily Macro Brief

06/01/2020 Grabinski

PMI Takeaways & ETF Fund Flows

In today's Daily Macro Brief, we look at the ISM Manufacturing PMI reading that was released yesterday and review ETF fund flows from the month of May.
Today’s Research

Weekly Catechism

06/01/2020 Research Team

Weekly Market Catechism

In an effort to aggregate, in one place, answers to the questions we have been most frequently asked  in conversations with clients, we publish the Strategas Weekly Market Catechism at the beginning of each week.
Today’s Research

Economics

06/01/2020 Ore

Interpreting the PMI Data June 2020

Quick take on the monthly PMI data from Norbert Ore, Strategas' Head of Industry Surveys.  
Today’s Research

Policy Research

06/01/2020 Clifton

Protests Can Have Meaningful Impact On Policy; Have Not Impacted Stocks In The Past

A once-in-a-generation pandemic has been followed by record unemployment and civil unrest. There is not much debate about the death of George Floyd, but there will be debate over the best tactics to force change. We will see this from policymakers in legislation, such as in the next stimulus package, and as an elevated issue for the 2020 election. 
Today’s Research

Economics

06/01/2020 Rissmiller

More Progress In Economic Re-Openings

Timely data continues to indicate the global economy is re-opening. Growth rates off reduced levels are likely to look quite strong initially, and goods production measures (eg, Italy’s mfg PMI) have bounced ...