Jason Trennert
Jason Trennert
bit economy economy-and-economics fed gotten market perverse year
The market is going to do better as the economy slows some and the Fed's done. What's perverse is that the market would have done better this year if the economy were a little bit weaker, because you would have gotten the Fed out of the way earlier.
buy companies invest lose year
It's a 'use it or lose it' year for cash. Companies are saying, 'listen, we've got to do something. We've got to buy something or invest it.
fed stop
The Fed is probably not going to stop easing.