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Market Strategy by Strategas

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. 


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Market Strategy Weekly
November 17, 2023

Strategas Research Analyst Thomas DiFazio walks us through recent changes to the firm’s sector and global asset allocation frameworks before discussing whether the market’s recent rally changes the outlook.


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Market Gauge

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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). 

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Additional Insights from Strategas

Global Asset Allocation

Global Asset Allocation

Strategas tweaks its equity allocation to reflect a shift toward a more neutral market position.  Nov. 20

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<p class="">Sector Allocation

Sector Allocation

Recommended U.S. Equity allocations with individual sector commentary and broader market context. Nov. 9

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Washington Policy&#160;

Washington Policy 

The U.S. is stretching itself thin over several geopolitical conflicts that are stirring up fear and uncertainty. Nov. 1

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Q3 Market Update

Q3 Market Update

Economic and market commentary, looking back at Q3 and ahead to Q4. Oct. 5

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