Jason Trennert - Strategas Research Partners

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Last quote by Jason Trennert

For investors, each 1 percent reduction in the corporate tax rate delivers more than $1 of EPS growth. Additional EPS growth will come from share repurchases made following a repatriation tax change which will also be included.feedback
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Apr 25 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 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.” in the article Strategist says Trump policies could push US Treasury yields to 6% in 2 years.
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Quotes by Jason Trennert

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