Last quote by Jason Trennert
The Trump administration policy mix is highly reflationary, which means to me the yield curve is going to steepen, [and] you're going to see a lot more markets activity. Two-and-a-half percent 10-year Treasury yields, in my opinion ... they could go down in the short term, but it seems to me over the next year or two, they're going to revert back to something that's closer to nominal GDP, which by our likes could be something like 5 to 6 percent.
Mar 03 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Jason Trennert is associated, including Germany, Japan, and business. Most recently, Jason Trennert has been quoted saying: “The good news is that you have the sweet spot. In the interim, interest rates aren't high enough to really attract people away from equities. And yet, it's going up because the economy is strengthening and earnings are strengthening.” in the article Strategist says Trump policies could push US Treasury yields to 6% in 2 years.
Quotes by Jason Trennert
Mar 03 2017
The good news is that you have the sweet spot. In the interim, interest rates aren't high enough to really attract people away from equities. And yet, it's going up because the economy is strengthening and earnings are strengthening.
Feb 17 2017
This guy is going straight down the middle. He's giving you the playbook, and you either got to get on board or get run over.
Jan 11 2017
Despite the major move in many large-cap financials, we find it hard to find enthusiastic bulls on the sector in our travels. This is especially true among hedge funds. Although a somewhat crude measure of investor enthusiasm, the difference between the earnings weight in the index and its market-cap contribution can be somewhat telling.
Jan 03 2017
I think the big question for business really is whether businesses change from focusing more on financial engineering to actually true capital spending. Because I think one of the things that's been absent over the last couple of years has been productivity, and it will be very difficult to get a continuation of corporate profits without an increase in productivity.
Dec 15 2016
You have enough growth that you can actually get back to some sort of normal neutral fed funds rate.
Nov 17 2016
I think people are weighing the fiscal and regulatory side of things more than trade.
Nov 07 2016
This morning we're deciding to underweight the consumer discretionary sector [and] adding slightly to our already-overweight position in technology. In the short-term, a bottoming out of oil prices and an end to the oil-price dividend, the movement toward high deductible medical insurance plans, and the decline in small business confidence (the most important source of new hiring) lead to our decision.
Oct 19 2016
I think you could make the case, especially with negative interest rates now, that monetary policy has gone from being ineffectual to being harmful. If you have people that are taking money out of banks and putting it in safes – that's happening in Germany, it's happening in Japan – that's manifestly deflationary.
Oct 19 2016
I'm of the view that monetary policy can't create growth, it can just create the conditions upon which you can have growth.