07/17/2026
Chief Investment Strategist Jason Trennert shares what he’s watching through the Q2 earnings season, whether the market’s expectations for the Fed are too hawkish, and where he’d diversify Tech exposure right now.
Market Strategy Weekly – July 17, 2026
Chief Investment Strategist Jason Trennert shares what he’s watchin...
07/10/2026
Baird Strategas Chief ETF Strategist Todd Sohn walks through the impact that the rapidly growing leveraged ETF space is having on broader market structure before detailing a few non-tech areas of the market that look attractive.
Market Strategy Weekly – July 10, 2026
Baird Strategas Chief ETF Strategist Todd Sohn walks through the im...
06/26/2026
Washington Research Analyst Courtney Gelman talks through expectations for the Fed under a new chairman, how states are reacting to data center pushback, and the bipartisan housing bill on the president’s desk.
Market Strategy Weekly – June 26, 2026
Washington Research Analyst Courtney Gelman talks through expectati...
06/12/2026
Strategas Chief Market Strategist Chris Verrone breaks down what the market’s momentum off the March low means for future returns, discusses the middling breadth of the market, and talks through Financials as a key sector to watch in 2H26.
Market Strategy Weekly – June 12, 2026
Strategas Chief Market Strategist Chris Verrone breaks down what th...
06/05/2026
Strategas Chief Investment Strategist Jason Trennert analyzes the recent S&P 500 streak of positive weeks (and what it means for future returns), whether the Federal Reserve is the greatest risk to the rally, and how populism interfaces with today’s market.
Market Strategy Weekly – June 5, 2026
Strategas Chief Investment Strategist Jason Trennert analyzes the r...
05/29/2026
Strategas Chief Economist Don Rissmiller talks through the firm’s decision to reduce the odds of a 2026 recession, how the consumer backdrop is shaping up, and what the Fed’s next move might be.
Market Strategy Weekly – May 29, 2026
Strategas Chief Economist Don Rissmiller talks through the firm’s d...
05/22/2026
Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the market so handily, where else the opportunities are, and if bullish sentiment is a risk to further gains yet.
Market Strategy Weekly – May 22, 2026
Strategas Chief ETF Strategist Todd Sohn talks through this market set-up, including whether breadth is a worry with Tech outperforming the rest of the marke...
05/15/2026
Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stimulus is acting as a cushion to higher oil prices, and what a new Federal Reserve chair means for monetary policy.
Market Strategy Weekly – May 15, 2026
Strategas Washington Research Analyst Jeannette Lowe talks through the US-China summit, the war in Iran, how fiscal stimulus is acting as a cushion to higher...
05/08/2026
Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates might mean for stocks and whether the greatest threat to AI could be political in nature.
Market Strategy Weekly – May 8, 2026
Chief Investment Strategist Jason Trennert analyzes the rally through the lens of Strategas’ bull market top checklist before diving into what higher rates m...
05/01/2026
Strategas Chief Market Strategist Chris Verrone analyzes the recent rally off the March 30 lows – how would he characterize its strength, what looks like leadership, where are the key risks, and how is he thinking about international stocks here.
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