Upcoming Event

Second Annual London Macro Conference

11/13/2018 To 11/14/2018 London

Since our founding, our the 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

10/18/2018 Rissmiller

Housing, Autos, E.M. Not Enough for a Fed Pause

U.S. housing, global autos, and emerging markets (E.M.) are weakening, but the Fed is not pausing.  OECD leading indicators indicate a slower "second derivative" is coming ... 
Today’s Research

Policy Research

10/18/2018 Clifton

Deregulation May Help Boost US Productivity

Yesterday the Trump Administration touted its deregulatory agenda, citing $33bn in cost savings. Although $33bn is modest relative to GDP, it matches our $30bn estimate of the tariff impact in 2018. In today’s Policy Outlook, we look at how a deregulatory agenda could boost productivity, which is key to sustained higher levels of economic growth. 
Today’s Research

Technical Research

10/18/2018 Verrone

Reiterating Bullish Healthcare Call

To put it simply, Healthcare remains the strongest sector in our work.
Today’s Research

Economics

10/17/2018 Rissmiller

Econ Video Charts

The charts from today's Econ Video. 
Today’s Research

Economics

10/17/2018 Rissmiller

5 Min Econ Video On Second Derivative Concerns & Rates

In today’s Econ Video, we give an update on several key economic themes.