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Market Strategy Weekly - September 16, 2022

Strategas Chairman and Chief Investment Strategist Jason Trennert chats about two of his firm’s most important themes: the structural stickiness of the current inflation and the Fed’s likely need to go farther than expected to fight it.

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Market Strategy Weekly August 26, 2022

Strategas Chief Economist Don Rissmiller talks through expectations for the Federal Reserve over the coming months and years, how the labor market is impacting inflation, and how global issues are affecting domestic wage pressure.

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Market Strategy Weekly August 19, 2022

Strategas Head of Technical Strategy Chris Verrone joins us to break down the recent moves in both the stock market and the bond market before giving us his read on one of the best performing sectors of the year.

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Market Strategy Weekly August 5th, 2022

Strategas Head of Fixed Income Research Tom Tzitzouris walks us through some timely thoughts on the fixed income universe. He hits on whether we’ve hit peak inflation, the implications for interest rates and the broader economy, and how he’s investing today.

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Market Strategy Weekly July 1, 2022

Strategas’ Jason Trennert tells us about the big risks facing the market, what would allow him to get more optimistic (or mark a bear market bottom), and why bond market volatility has picked up.

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Strategas Market Strategy Update

In this 30,000 foot view of the market and economy, Strategas Investment Strategist Ryan Grabinski puts the recent selloff into context, updates us on corporate earnings, and touches on the state of the all-important U.S. consumer.

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Six Investment Themes for 2022

Strategas has six investment themes for 2022: 1) inflation and the Fed’s response 2) higher interest rates hurting high growth stocks, 3) rising geopolitical stakes, 4) tighter financial regulation, 5) dividends as a greater portion of total return, and 6) the deconglomeration of big Tech.

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