What We Know: Markets, Macro, & Miscellanea

What Now?

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

March Madness

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.

Debt Dynamics

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.

That's NOT Good...

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

Time to Get Out of DOGE?

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