Jason Trennert Quotes (2 Quotes)

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.

My impression is that the market is correctly anticipating that the Fed is close to being finished with its tightening campaign. The Fed may have one or two rate hikes left, but the punch line for investors is that the Fed is done.