The Hock Group

Strategas Chief Market Strategist Chris Verrone talks through today’s rotational stock market, compares the action to the 1999-2000 bubble, and breaks down what’s going on with Gold’s underperformance year-to-date.

Market Strategy Weekly – July 31, 2026 Strategas Chief Market Strategist Chris Verrone talks through today...

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...

It's Time for Another Halftime Pep Talk I can't believe we're already at this point in 2026. It feels like just yesterday I wrote a blog in 2025 about a coaching podcast I was listening to and one simple idea that stuck with me: "July...

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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...

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...

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...

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...