What We Know: Markets, Macro, & Miscellanea

On today’s podcast, Pat, Ryan and Todd recap their recent travels, discuss the move from the 2-year yield, FX, and active management.

This week on What We Know, Pat, Ryan, and Todd discuss the effects of auto tariffs, signs of life from the Energy sector, and Emerging Markets. They wrap things up with a review of recent travel, including Ryan and Todd's journey to Las Vegas.

On this week’s show, Pat, Ryan, and Todd discussion a variety of topics including the direction of rates, the message from Gold, and the market’s interpretation of a volatile headline environment. Pat also asks Ryan about his latest note on the Coal industry.

This week on What We Know, the Strategas team asks if the downturn in the housing market is causing growth scare – or something bigger…

This week on What We Know, the gang talks about DOGE's scorched-earth approach and its impact on the bond market.

This week, the gang discusses what investor sentiment in Europe looks like as of late. Featuring special guest Robert Belinky from Strategas’ Europe & Middle East sales team.

This week, the gang dishes on infrastructure, inflation, and the impact on consumers amidst a cost-of-living crisis in the U.S.

This week on What We Know, the Strategas team talks rate cuts, bond yields, and where we think inflation will impact consumers most.

This week, Strategas analysts Todd Sohn and Ryan Grabinski riff on EVs, ARKK, and glean some insights from their colleague's recent trip across Asia.