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.
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.
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.
Interpreting the PMI Data June 2020
Quick take on the monthly PMI data from Norbert Ore, Strategas' Head of Industry Surveys.
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.