Jason Trennert, Strategas Research Partners chairman and CEO, joins ‘Squawk Box’ to discuss his thoughts on the economy, whether the markets are in a new bull phase, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO:
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BREAKING: Recession News
LEARN MORE ABOUT: Bank Failures
REVEALED: Best Investment During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
We are going to have a recession, according to Strategas’ Jason Trennert. In a recent interview with CNBC, Trennert predicted that the US economy may experience a recession in the next year or two, largely due to the ongoing trade war with China.
Trennert, who is the Chief Investment Strategist at Strategas, explained that the trade tensions have caused uncertainty and volatility in the markets, which will eventually lead to a slowdown in economic growth. He also noted that the trade war has already had an impact on businesses, as many have delayed investment and hiring decisions until the situation becomes clearer.
While Trennert’s prediction may be concerning to investors, he also offered some advice on how to navigate through a possible recession. He suggested that investors should focus on high-quality stocks that have a strong track record of weathering economic downturns. He also recommended diversifying portfolios with alternative investments, such as real estate or commodities, to help mitigate risk.
Trennert’s prediction is not the first time that a recession has been discussed in the media. In fact, there has been growing concern about a potential economic slowdown for several months, as global growth has slowed and trade tensions have continued to escalate.
However, it is important to remember that predictions are not guarantees. No one can accurately predict when a recession will occur, or how severe it will be. As Trennert himself noted in his interview, the economy is still in a relatively healthy state, with low unemployment rates and strong consumer spending.
Ultimately, investors should take Trennert’s prediction as a reminder to be cautious and prepare for potential economic downturns. By diversifying portfolios, focusing on high-quality investments, and staying informed about economic trends, investors can be better equipped to weather any potential storms that may arise.
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Recession would be nice to have. Unfortunately it will be a depression. These economists are either playing stupid to trap low investors or they're genuinely disconnected from macroeconomics. US is not the only country in the world. There are multiple global factors leading to the harsh reality ahead.
Major indexes booked their worst yearly performance since 2008 thanks to drivers like the recession, war, hiked interest rate and inflation which so far doesn't seem to be easing off, so l'm left wondering what 2023 has in store for us investors, l've been sitting on over $745K equity from a home sale and I'm not sure where to go from here, is it a good time to buy or do I wait?
Let’s go Brandon
Read these comments to see the pump and dump schemes that led to this economic situation.
The government has no firm plans to combat inflation. Stocks, Houses and commodities will rise along with everything else as they will continue to inflate. You can't just sit on your cash and wait for a crash; you have to put your money to work, start investing gently, and then pick up the pace as the prices fall further. Making the decision to take money out of my account in excess of $500K at this time is more difficult. I am aware of certain investors that continue to make that much despite the terrible downturn market. I wish I could pull that off.
Recession from hell coming. Nothing we have seen before
I am new to the stock market. Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks.I believe having 175K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities.
Heard someone say the best season for a finiancial breakthrough is now, especially with inflation running at a four-decade high. I have approximately $250k stagnant in my portfolio that needs growth. What is the best way to take advantage of this downturn?
Hit 213k today. Thank you for all the knowledge and nugget you have thrown my way since last year. The hedge fund you talked then was the game changeR for me. Since I started working with them everything just aligned for good!!!❤️….
Avert "this time is different" stories. Several people are attempting to mislead you into believing that the following factors 1) rising inflation, 2) significant Fed rate increases, 3) a decline in home sales, 4) subprime defaults, and 5) numerous layoffs somehow DO NOT imply that we are in a housing crash or recession.
its no landing and rather slow cruise until 2029 its pretty clear; the next rapid growth cycle will start in the late 202x and a new virus by 2039 to stop this train
History rhymes and the world dance
Recession is coming
our whole family took our money out of the market at the end of last year and put it all in fertilizer and seeds.
its going to be so smart
I'm so opportuned irrespective of the economic crisis and financial conditions I am still able to earn $33,500 returns from my initial $6,500 every 10days
Wow he looks depressed
This guy looks depressed. Money doesn't make you happy I suppose …
In this perilous time of recession, protecting your capital is much more important than making money. Basically because if you lose your capital, making money is much harder. ''Missing the train'' vs. ''losing your money''. There are a lot of trains, but if your money is gone, it's over. This is for stock holders.
With markets tumbling, inflation soaring, the Fed imposing large interest-rate hike, while treasury yields are rising rapidly which means more red ink for portfolios this quarter. How can I profit from the current volatile market, I'm still at a crossroads deciding if to liquidate my $125k bond/stocck portfolio
I began accumulating wealth when I started following up my investment properly, The value of expert mentorship cannot be overstated. Without proper mentoring, people tend to make mistakes and loose money. This is why I prefer to invest with Juliann Hart because her methods are unique and extremely profitable-
The FED knows. They aren't committed to attacking inflation. They are going to continue to inflate, stocks and commodities will continue to go up with everything else. You can't just sit on cash waiting for a crash, get your money working for you, start buying in slowly and then gradually increase the pace of buying as the prices continue to drop.
I see continued inflation. Service costs very high.
I just cant see it coming down without a real shakeout.
My friend told me truckers driving 18 wheelers making 140k. Engineers with 20 yr experience only make 90k . Looks like getting all education is a waste of time, unless if you enjoy what you are doing.
I hear because of Unions Railroad workers got big pay increases.
Federal Pension pay a handsome amount. My friend told me he was making 80k in retirement in due to Federal pension, you could barely get 30k working for Boeing as Engineers after 20 yrs.
Looks like we have typical dislocation in private vs public pensions.
People like Bernie Sanders only helped Federal workers not private sector workers.
I think he has caused more misprint in labor market as I have pointed out in the above example.
Lol that thumbnail with that title