Strategas
US policy and macro research firm, operating with Robert W. Baird & Co. since 2018. It analyses how Washington policy, fiscal decisions and elections may affect financial markets, for institutional and wealth-management investors.
At a glance
- Entity level
- Organisation
- Type
- Subsidiary company
- Owner
- Robert W. Baird & Co. (since 2018)
- Also known as
- Strategas
- Flagship output
- Washington Policy Research Index (latest: Rethinking the Fed's Balance Sheet (Sept 2026), September 2026)
- Category
- Geopolitical & political risk
- Also covers
- Macro-economic forecasting
- Tier
- Tier 3: Well-known investor policy research team; client-only output
- Headquarters
- New York, United States
- Coverage
- US policy, fiscal, elections and macro for investors
- Public access
- Paid
- Latest activity seen
- Sep 2026
- Evidence
- Active in 2025 to 26
How it produces intelligence
Washington-based policy analysts tracking legislation, regulation and elections and translating them into market implications.
Risk themes
Focus regions
Leadership
- Jeannette Lowe, Managing Director, Washington Research Analyst (Policy Research), Baird Strategas
- Courtney Rosenberger, Director, Policy Research, Strategas
Links
What it publishes
| Output | Type | Cadence | Latest edition | Date | |
|---|---|---|---|---|---|
| Washington Policy Research Index | Other | Monthly | Rethinking the Fed's Balance Sheet (Sept 2026) | Sep 2026 | Read report |
Latest findings
Recent public risk calls by Strategas, summarised in our own words. They are its views, not 311's. Follow each source for the original.
US regulators are reconsidering rules in a way that could give the Federal Reserve more room to shrink its balance sheet.
Sep 2026 · Horizon: 2026 · Source: Rethinking the Fed's Balance SheetAfter the Supreme Court ruled against IEEPA-based tariffs, a replacement tariff framework is being put in place.
Aug 2026 · Horizon: 2026 · Source: Rebuilding a Tariff RegimeAI and de-globalisation are identified as two structural shifts reshaping the US economy.
Jun 2026 · Horizon: to 2030 · Source: Two Important Structural Shifts Shaping the EconomyAggressive US economic policy is seen as cushioning the economic fallout of the continuing war in Iran.
May 2026 · Horizon: 2026 · Source: Underdiscussed Economic Cushions as War in Iran ContinuesFast data-centre growth is becoming a political liability in the US.
Mar 2026 · Horizon: 2026 · Source: Data Centers At Risk of Becoming a Political Liability
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Questions about Strategas
What is Strategas?
US policy and macro research firm, operating with Robert W. Baird & Co. since 2018. It analyses how Washington policy, fiscal decisions and elections may affect financial markets, for institutional and wealth-management investors.
How does Strategas produce its intelligence?
Washington-based policy analysts tracking legislation, regulation and elections and translating them into market implications.
Where is Strategas based?
Strategas is based in New York, United States.
What does Strategas cover?
Its work covers regulation & policy, elections & politics, macroeconomy, trade & supply chains, with a focus on North America, United States.
Profile compiled by the 311 Strategic Intelligence Unit from public sources. Last checked 21 Oct 2026. Listing is not a ranking or an endorsement. Evidence source. Is this your organisation? Request a correction.