Insights & Education
We strive to keep you informed as changes materialize and work with you to help determine how these changes might impact your financial and legacy plans. Do not hesitate to contact us if you ever have any questions about this content.
2024 Market & Policy Outlook
December 2023
Strategas partners Jason Trennert and Dan Clifton address pressing questions that investors face as we head into 2024. They talk recession, interest rates, investing strategies, fiscal policy, the 2024 presidential election and much more.
Year-End Market Outlook
September 12, 2023
At Strategas, we look at the markets and the economy from several angles. Periodically, we round up these separate research areas into one picture that serves as a snapshot of where we are today and an outlook for the months ahead. As we ramp up toward the end of 2023, here is a summary of our firm’s current thinking on interest rates, inflation, the job market and more (including the likelihood—and likely impact—of a government shutdown in October)
Mid-Year Market Update
July 10, 2023
The first half of 2023 was better than expected in the markets but wasn’t without challenges along the way, from a banking crisis to debt ceiling turmoil (and many things between). Nicholas Bohnsack weighs in with an outlook for the second half.
In the Markets Now
July 1, 2023
We believe in the old saying: a picture is worth a thousand words.
Here, we aim to recap recent market action and provide some
perspective to investors.
Washington Policy Research
May 15, 2023
With just over two weeks to go until the June 1 “X date” for the debt ceiling, the president and congressional leaders have begun negotiations on a deal to raise the debt ceiling and to enact some budget reforms. Congress often acts right before a deadline, but there could be some angst and volatility in the markets in the meantime.
Dollar to Weaken but Retain Reserve Status
April 14, 2023
Strategas Chief Investment Strategist Jason Trennert lays out the case for the U.S. dollar to retain its reserve currency status for the foreseeable future despite the multitude of headwinds. Jason discusses what gives the U.S. dollar such weight in the global arena, as well as the
challenges that come from such “exhorbitant privilege.”
Strategas First Quarter Market Update
April 5, 2023
Strategas reflected on the rally of the first quarter for 2023. "The first quarter was far more satisfying for bulls on risk assets than it was for bears."