Is a recession looming? Strategas’ Jason Trennert shares his cautionary economic forecast and defensive investment stance


If you thought the inflationary economy may have turned the corner, avoiding the R word and another interest rate hike by the Federal Reserve, Jason Trennert has three words for you: not quite yet — thanks in part to national energy policy, government spending, labor markets, de-globalization and, indeed, the Federal Reserve.

Trennert, president and CEO of institutional brokerage and advisory firm Strategas Research Partners, wants to find optimism in where the economy is headed, but he said “structural…

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