The Miranda Thomas Group

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...

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...

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...

Just a friendly reminder that our office will be closed today, Monday, May 25th in observance of Memorial Day. We wish everyone a safe holiday!

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...

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...

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...

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.

Baird 1 like. "Market Strategy Weekly – May 1, 2026"

Strategas Chief Economist Don Rissmiller walks us through his belief that the U.S. dollar is on firm footing at the global reserve currency, highlighting the dollar’s still-dominant role in global trade, debt markets, and as a reserve holding.

Baird 2 likes. "Market Strategy Weekly – April 24, 2026"