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S&P 500 futures ticked up 0.1% and Nasdaq 100 futures were flat. Goldman Sachs predicts that a Trump win and Republican sweep of Congress would spark a 3% pop in the S&P 500. Even a Trump win and a divided Congress would cause about a 1.5% gain, the bank predicts. On the other hand, a Harris win with a divided Congress would cause a 1.5% drop in the S&P 500, the bank told its clients. The stock market staged a broad rally Tuesday before the election results were in with the S&P 500 gaining 1.2%, bringing the benchmark's 2024 gains to more than 21%.

Persons: Donald Trump, Kamala Harris, Goldman Sachs, Harris, Trump, Jason Trennert, Dow Organizations: New York Stock Exchange, Stock, Futures, Dow Jones, Nasdaq, America, Investors, Republican, Democratic, Trump, Traders Locations: Kentucky, Indiana

☆ Watch CNBC’s full interview with Strategas' Jason Trennert
▼ + stars: | 2024-11-05 | 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 chairman, joins 'Power Lunch' to discuss the election, Fed and how it all will impact the markets.

Persons: Strategas, Jason Trennert Jason Trennert

☆ Trump win is good for stocks, Harris win isn't good for risk assets, says Strategas' Jason Trennert
▼ + stars: | 2024-11-05 | 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 EmailTrump win is good for stocks, Harris win isn't good for risk assets, says Strategas' Jason TrennertJason Trennert, Strategas chairman, joins 'Power Lunch' to discuss the election, Fed and how it all will impact the markets.

Persons: Harris, Strategas, Jason Trennert Jason Trennert Organizations: Email Trump

☆ It's hard to be short this market, says Strategas' Jason Trennert
▼ + stars: | 2024-10-28 | 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 EmailIt's hard to be short this market, says 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 the 2024 election, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research

☆ The bar is high to get bearish from here, says Strategas' Jason Trennert
▼ + stars: | 2024-10-03 | 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 EmailThe bar is high to get bearish from here, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, his thoughts on the election, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research

☆ A shopping list of quality stocks to buy during the pullback from Strategas
▼ + stars: | 2024-08-13 | by ( Hakyung Kim | In Hakyungkim | ) www.cnbc.com time to read: +2 min

Chevron has a free cash flow yield of 6.3%. The chipmaker has a free cash flow yield of 5.6% and an interest coverage ratio of 13.9. Nearly 70% of analysts on the stock have issued a strong buy or buy rating. The company has a free cash flow yield of 10.7% and a total coverage ratio of 5.5. About three-fifths of analysts covering the company hold a buy or strong buy rating.

Persons: Jason De Sena Trennert, Trennert, Wolfe, LSEG, — CNBC's Michael Bloom Organizations: Strategas Securities, . Energy, Chevron, Qualcomm, Wolfe Research

☆ Strategas' Jason Trennert on why it 'makes sense' that Trump-related stocks would do better now
▼ + stars: | 2024-07-15 | 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' Jason Trennert on why it 'makes sense' that Trump-related stocks would do better nowHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Jason Trennert, Brian Sullivan, “ Organizations: Trump, CNBC

☆ Valuation is a terrible timing tool for people with short time horizons: Strategas' Jason Trennert
▼ + stars: | 2024-07-09 | 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 EmailValuation is a terrible timing tool for people with short time horizons: Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, impact of the 2024 election, state of the economy, and more.

Persons: Jason Trennert Jason Trennert Organizations: Strategas Research

☆ Treasury securities supply will drive up long-term interest rates, says Strategas' Jason Trennert
▼ + stars: | 2024-06-25 | 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 EmailTreasury securities supply will drive up long-term interest rates, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman, joins CNBC's 'The Exchange' to discuss the U.S. budget deficit crisis, the Fed's inflation dilemma, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research Partners

☆ Upward pressures on inflation will not go away anytime soon, says Strategas' Jason Trennert
▼ + stars: | 2024-05-28 | 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 EmailUpward pressures on inflation will not go away anytime soon, says Strategas' Jason TrennertJason Trennert, Strategas Research Partners chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate path, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Strategas Research

☆ Strategas' Jason Trennert: Seems like there's no coordination between fiscal and monetary policy
▼ + stars: | 2024-05-10 | 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' Jason Trennert: Seems like there's no coordination between fiscal and monetary policyStrategas Research Partners Chair Jason Trennert joins CNBC's 'The Exchange' to discuss outlooks on the bull market, Fed rates, and more.

Persons: Jason Trennert

☆ Watch CNBC's full interview with Strategas Research Partners Chair Jason Trennert
▼ + stars: | 2024-05-10 | 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 Research Partners Chair Jason TrennertStrategas Research Partners Chair Jason Trennert joins CNBC's 'The Exchange' to discuss outlooks on the bull market, Fed rates, and more.

Persons: Jason Trennert Organizations: Strategas Research

☆ Wall Street expects rate hikes are off the table for now. Next week’s inflation data will test that thesis
▼ + stars: | 2024-05-10 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

Stocks have been churning higher lately after Fed Chair Jerome Powell indicated rate hikes are likely off the table , a position that investors expect is a bullish event for equities. A strong earnings season, as well as some cooler labor data , also have investors more optimistic in this year's outlook. On Friday, all three major averages are on pace for a winning week, with the 30-stock index up by more than 2%. The market reaction Inflation data has been crucially important this year for investors. Export Price Index (April) 8:30 a.m. Housing Starts (April) 8:30 a.m.

Persons: Jerome Powell, Mike Dickson, Stocks, Dickson, Jeff Buchbinder, Buchbinder, Strategas, Jason De Sena Trennert, Ken Mahoney, Mahoney, Charles Schwab, Price Organizations: Federal Reserve, Dow Jones, Treasury, Horizon Investments, Nasdaq, UBS, Investments, ICE, Fed, LPL, Asset Management, Walmart, Deere, Retail, Cisco, Price, Housing, Philadelphia Fed, Manufacturing, Materials Locations: NAHB

☆ Watch for potential wave of share splits as the average price of S&P 500 stock hits $160, says Strategas
▼ + stars: | 2024-03-26 | by ( Pia Singh | ) www.cnbc.com time to read: +2 min

The market may see a new wave of stock splits, creating another growth catalyst for a market that wants to keep rallying, according to Strategas. The median gain of a stock 65 days post-split is 4.1%, compared to the S & P 500's median 2.7% gain during the same period. Stock splits do not change anything fundamentally about the company, but they generally make shares more attractive to the retail trader because of lower prices. Here are the highest-priced stocks in the S & P 500 that Strategas thinks investors could benefit from if they split. Another name on the list, pharmaceutical giant Eli Lilly , last announced a 2-for-1 stock split in September 1997.

Persons: Jason Trennert, Trennert, Strategas, Jensen Huang, CNBC's Jim Cramer, Eli Lilly Organizations: Micro Computer, Nvidia, Broadcom, Costco Wholesale

☆ There's been a pretty serious deterioration in the standard of living: Strategas' Jason Trennert
▼ + stars: | 2024-03-11 | 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 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

☆ The FCC vs. the News in Your Neighborhood
▼ + stars: | 2024-01-14 | by ( Holman W. Jenkins | ) www.wsj.com time to read: 1 min

Journal Editorial Report: Edward Lawrence interviews economic strategist Jason Trennert. Official Washington has Jessica Rosenworcel , the Federal Communications Commission chief. Last seen restarting a needless fight over net neutrality, over the holidays she committed more bureaucracy. The courts pressured her to complete her agency’s absurdly delayed 2018 “quadrennial review” of its extensive media ownership regulations. Of course she found these regulations more urgent than ever despite the internet having obliterated the ostensible electromagnetic scarcity on which they were premised.

Persons: Edward Lawrence, Jason Trennert, Mark Kelly You, Jessica Rosenworcel Organizations: Bloomberg, Washington, Federal Communications Commission

☆ The ‘Santa Claus rally’ is in trouble, and that may signal weaker stocks
▼ + stars: | 2024-01-03 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

The Santa Claus rally is in trouble. With one day left in the trade, the S & P 500 is down 0.1% in the past six days. Fortunately, a negative Santa Claus rally period doesn't happen very often, only 12 times since 1969 — less than 25% of the time. "That is 16 out of 16 years, which includes years with recessions, like 2020," Clifton notes. The outperformance is notable: The S & P tends to be stronger by 1.3% on average.

Persons: Santa Claus, Jeff Hirsch, Tom McClellan, Hirsch, Dan Clifton, Clifton, Biden, Jason Trennert, Strategas, There's Organizations: Santa, Treasury, Bloomberg Locations: Santa, Santa Claus, U.S, Strategas, Mexico, India, Taiwan, Pakistan, Indonesia, South Africa, Tunisia

☆ Strategas’ Jason Trennert on the appeal of energy sector: It is 'institutionally underowned'
▼ + stars: | 2023-11-30 | 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 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

☆ Inflation is likely to stay higher, says Strategas Research's Jason Trennert
▼ + stars: | 2023-10-24 | 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 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

☆ What frightens me the most right now is bond yields, says Strategas' Jason Trennert
▼ + stars: | 2023-10-18 | 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 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

☆ The analysts who study price charts for a living don’t like this stock market
▼ + stars: | 2023-10-17 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +4 min

The stock market is showing signs of shaking off its late summer slump, paving the way for a potential year-end rally. The S & P 500 is up more than 3% since Oct. 3 and has risen comfortably above its 200-day moving average near 4,200. And other indexes that try to better represent the entire market than the S & P 500 are showing weakness, according to a Monday note from Strategas strategist Chris Verrone. "These have been very messy charts, but both the equal-weight S & P and the Russell 2000 are again back to negative standing in our proprietary trend model," Verrone said. "The S & P 500 continues to track its seasonal tendency as well.

Persons: JC O'Hara, Roth MKM, Jonathan Krinsky, Chris Verrone, Russell, Verrone, Verrone's, Jason Trennert, Frank Gretz, Wellington Shields, Gretz, Oppenheimer, Ari Wald, " Wald, — CNBC's Michael Bloom Organizations: Wall, Nasdaq, Wellington, CNBC Locations: U.S, uptrends

☆ Market strategist cautions that war is inflationary, says buy energy and defense stocks
▼ + stars: | 2023-10-09 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +1 min

The war in the Middle East could lead to higher inflation for longer as it puts upward pressure on oil prices, according to Strategas' Jason Trennert. On Saturday, militant group Hamas attacked Israel, leading to the deadliest offensive attack Israel has experienced in 50 years . Oil prices spiked following the attack, with Brent crude futures rising nearly 4% to $87.94 a barrel. "There is likely to be natural tendency to buy Treasurys and the U.S. dollar, but wars are generally inflationary." Rising oil prices could put even more pressure on inflation.

Persons: Strategas, Jason Trennert, Israel, —, Trennert, Hess, Northrop Grumman, — CNBC's Michael Bloom Organizations: Brent, . West Texas, U.S ., Federal Reserve, Energy, Halliburton, CF Industries, L3Harris Technologies, General Dynamics Locations: Israel

☆ In some ways the Fed is fighting the federal government to get inflation down, says Jason Trennert
▼ + stars: | 2023-09-26 | 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 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

☆ Energy is one area investors can look to find some real value, says Strategas' Jason Trennert
▼ + 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 EmailEnergy is one area investors can look to find some real value, says Strategas' Jason TrennertJason Trennert, Strategas chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, rising Treasury yields, the Fed's rate hike campaign, and more.

Persons: Strategas, Jason Trennert Jason Trennert Organizations: Email Energy

☆ Equity markets are overbought because of valuations, says Strategas' Jason Trennert
▼ + stars: | 2023-07-27 | 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 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

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