Jason Trennert

Jason Trennert co-founded Strategas Research Partners, an independent research firm that focuses on macro economics, Washington policy analysis, and market strategy for institutional investors. Strategas differentiated itself from Wall Street banks by providing clear, accessible research on how Washington DC policy decisions affect financial markets — fiscal policy, regulatory changes, and political dynamics. The firm's policy analysis has attracted a loyal institutional client base of hedge funds and asset managers seeking alternative perspectives on macro conditions. Trennert is a regular financial media commentator providing market strategy perspectives, and Strategas was acquired by Robert W. Baird in 2019. His proprietary tactical indicators — including measures of investor sentiment, sector breadth, and earnings revision momentum — provide institutional equity investors with a quantitative overlay for making near-term asset allocation decisions that complement longer-term macro and policy analysis.