Jason Trennert, Strategas Research Partners chairman and CEO, told Squawk Box that recent market strength could be vulnerable to escalating geopolitical tensions and discussed how that risk could affect positioning. He reviewed recent market action and the state of the U.S. economy but did not announce new data or policy shifts; the commentary is cautionary rather than market-moving.
Jason Trennert, Strategas Research Partners chairman and CEO, told Squawk Box that recent market strength could be vulnerable to escalating geopolitical tensions and discussed how that risk could affect positioning. He reviewed recent market action and the state of the U.S. economy but did not announce new data or policy shifts; the commentary is cautionary rather than market-moving.
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