Whether from their regular interviews on national news outlets or their research delivered directly to advisors, Strategas cuts through the noise and provides insights that are highly valuable to our clients over the short and long term.
What does 2024 have in store - and how should you plan for it? Our market, policy and planning experts share their outlook and strategies for the upcoming year.
Strategas Head of Policy Research Dan Clifton walks us through the largest election year in world history—from the impact of a reelection on U.S. equity market performance, to the policy levers likely to be pulled in the reelection efforts. A must read / watch.
Gauge shifts lower as the U.S. Dollar and the Technical Picture both move to the "Unfavorable" column.
U.S. Dollar: A strengthening dollar could pose a risk for American exporters and emerging economies at a time when geopolitical uncertainty is heightened.
Technical Picture: Only 41% of S&P 500 firms' share prices are above their 200-day moving average, which is not a favorable indicator for the market.
See the report for more information about the Market Gauge and how it works. (last published October 16).
No changes to asset allocations month; Strategas comments on the environment we're in now. Jan. 22
We're on the path to November, now. The policy team looks at the link between elections and stimulus. Jan. 22
Economic and market commentary, looking back at Q4 and ahead to 2024. Jan. 8
Strategas adjusts its U.S. equity allocation to reflect a shift to a more pro-cyclical market position. Dec. 18
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