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Search resuls for: "Strategas Research Partners"


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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket is close to the bottom to be putting risk back on again, says Strategas' Chris VerroneChris Verrone, Strategas Research Partners head of technical and macro research, joins 'Squawk Box' to discuss the latest market trends, the latest technical signals after market sell-off, and more.
Persons: Strategas, Chris Verrone Chris Verrone Organizations: Strategas Research Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's been a pretty serious deterioration in the standard of living: Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, impact of tariffs on inflation, and more.
Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStrategas’ Jason Trennert on the appeal of energy sector: It is 'institutionally underowned'Jason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, 2024 outlook, and more.
Persons: Jason Trennert Organizations: Strategas Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation is likely to stay higher, says Strategas Research's Jason TrennertJason Trennert, CEO of Strategas Research Partners, and Brian Weinstein, head of global markets at Morgan Stanley Investment Management, join 'The Exchange' to discuss Fed policy, inflation, and more.
Persons: Strategas, Jason Trennert Jason Trennert, Brian Weinstein Organizations: Strategas Research Partners, Morgan Stanley Investment Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat frightens me the most right now is bond yields, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, why the markets have been remarkably resilient given the geopolitical headwinds, bond yields, the Fed's inflation fight, and more.
Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research
During the most recent government shutdown in 2019, the S&P 500 rose more than 10%. The S&P 500 on Tuesday logged its lowest close since June and fell below the threshold it passed that same month to enter a new bull run. The S&P 500 has gained 0.5% on average during the month following the end of a shutdown and 1.5% during the period three months after. Meta’s Zuckerberg unveils Quest 3Meta is moving forward in its efforts to dominate the AR world with the new and improved Meta Quest 3, reports my colleague Jennifer Korn. The Meta Quest 2 allows for strictly virtual reality, while the Meta Quest Pro has advanced passthrough cameras for seeing your actual surroundings, but it costs a whopping $1,000.
Persons: shutdowns, , Steven Wieting, Goldman Sachs, Jeffrey Roach, Ned Davis, Meta’s Zuckerberg, Jennifer Korn, Mark Zuckerberg, Jeanne Sahadi, Read Organizations: CNN Business, Bell, CNN, Strategas Research Partners, Citi Global Wealth, Reserve, LPL, Fed, Stocks, Ned Davis Research, Meta, Pro, Fortune, Pew Research Center, Pew Locations: United States
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIn some ways the Fed is fighting the federal government to get inflation down, says Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight and impact on the economy, recession forecast, and more.
Persons: Jason Trennert Jason Trennert Organizations: Strategas Research
Strategas' Chris Verrone on the re-energized energy sector
  + stars: | 2023-08-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStrategas' Chris Verrone on the re-energized energy sectorChris Verrone, Strategas Research Partners head of technical and macro research, joins 'Closing Bell' to discuss the mean reversion and the energy rebound.
Persons: Chris Verrone Organizations: Strategas Research Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's been an overt change in commodity leadership recently, says Strategas' Chris VerroneChris Verrone, Strategas Research Partners head of technical and macro research, joins 'Closing Bell' to discuss what has Verrone's eye, if the growth in Crude is sustainable, and the path for bond yields.
Persons: Strategas, Chris Verrone Chris Verrone Organizations: Strategas Research Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEquity markets are overbought because of valuations, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk on the Street' to discuss why Trennert believes the market is overbought, how the CEO would advise clients at this juncture, and more.
Persons: Strategas, Jason Trennert Jason Trennert, Trennert Organizations: Equity, Strategas Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVery little recession is actually priced into the market today, says Strategas’ Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the Fed's inflation fight, the impact of worker strikes on the Fed's decision, latest market trends, and more.
Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYields and energy are both coming to life, says Strategas' Chris VerroneChris Verrone, Strategas Research Partners head of technical and macro research, joins 'Squawk Box' to discuss the stocks, market trends, and more.
Persons: Strategas, Chris Verrone Chris Verrone Organizations: Strategas Research Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Strategas Research's Chris VerroneChris Verrone, head of technical and macro research at Strategas Research Partners, joins 'Squawk Box' to discuss if there's more to come in the rally in equities, what would happen if the Federal Reserve decided to stay higher for longer, and what's causing yields to move higher.
Persons: Strategas, Chris Verrone Chris Verrone Organizations: Strategas Research Partners, Federal Reserve
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSuspicious we're bumping up against the high-end of the range in equities, says Strategas' VerroneChris Verrone, head of technical and macro research at Strategas Research Partners, joins 'Squawk Box' to discuss if there's more to come in the rally in equities, what would happen if the Federal Reserve decided to stay higher for longer, and what's causing yields to move higher.
Persons: Chris Verrone Organizations: Strategas Research Partners, Federal Reserve
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're 'a long way away' from the Fed's target of 2% inflation, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the Fed's rate hike campaign, why a pause doesn't mean a finish in tightening, and more.
Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research
Watch CNBC's full interview with Strategas' Jason Trennert
  + stars: | 2023-05-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market outlook, recession fears, the Fed rate hike campaign, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed is not done by a long shot, says Strategas’ Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market outlook, recession fears, the Fed rate hike campaign, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStrategas' Jason Trennert says he's cautious on economy and marketsJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, whether the U.S. is headed for a recession, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStrategas CEO Jason Trennert explains what could push the S&P lower in 2023Jason Trennert, Chairman and CEO of Strategas Research Partners, joins 'Squawk Box" to share his thoughts on the economy, and what lies ahead for the markets.
Here's why the Fed should pause rate hikes
  + stars: | 2023-03-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why the Fed should pause rate hikesSMBC Nikko Securities America's Joe Lavorgna, Dana Peterson, chief economist at The Conference Board, and Jason Trennert, Strategas Research Partners chairman and CEO, join 'Squawk Box' to discuss the February CPI data and upcoming Fed announcement.
We are going to have a recession: Strategas' Jason Trennert
  + stars: | 2023-03-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are going to have a recession: Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss his thoughts on the economy, whether the markets are in a new bull phase, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Paul McCulley and Jason TrennertPaul McCulley, former PIMCO chief economist, and Jason Trennert, chairman and CEO of Strategas Research Partners, a Baird company, join 'The Exchange' to discuss why the Federal Reserve is still raising interest rates.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are living in a 'unique' post-pandemic world, says Paul McCulleyPaul McCulley, former PIMCO chief economist, and Jason Trennert, chairman and CEO of Strategas Research Partners, a Baird company, join 'The Exchange' to discuss why the Federal Reserve is still raising interest rates.
The tech-heavy Nasdaq 100 index (.NDX) has gained over 3% in 2023, double the rise for the S&P 500 (.SPX). The Nasdaq 100 fell 33% in 2022, while the S&P 500 lost 19.4%. Apple, the largest U.S. company by market value, and Google-parent Alphabet report the following week. Fourth-quarter earnings in the tech sector are expected to have declined 9.1% from a year ago, compared to a 2.8% decline for S&P 500 earnings overall, according to Refinitiv IBES. The S&P 500 tech sector still trades at a roughly 19% premium to the broader index, above its 7% average of the past 10 years, according to Refinitiv Datastream.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEconomic troubles associated with Fed tightening have yet to be felt, says Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss what lies ahead for the markets, market indicators and more.
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