Market topic · 2026-10-05
We could be at peak earnings growth, says Strategas' Jason Trennert
Jason Trennert, Baird Strategas chairman and CEO, joins 'Squawk Box' to discuss the latest market trends, earnings growth, the Fed's inflation fight, interest rate outlook, and more.
Market response
See tape and rates board for confirmation; treat headline as a catalyst until price confirms.
Why it matters
Second-order: map to Fed path, oil/inflation, AI hardware, or credit/breadth before sizing risk.
SPY
From the AlphaShot daily brief · 2026-10-05.