Market Strategy Weekly – January 30, 2026
Автор: Baird
Загружено: 2026-01-30
Просмотров: 387
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Strategas Chief Investment Strategist Jason Trennert talks through some of the firm’s biggest themes for 2026: a cyclical economic recovery bolstered by stimulus, the impact of yields on stocks, the effect of deglobalization on the dollar, and productivity vs. inflation.
For more thoughts on how the markets intersect with monetary policy, geopolitical tensions, inflation and other macroeconomic factors, visit https://bairdwealth.com/insights/mark....
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