AWTM - Rates Still Rising Inflation Top Of Mind Positioned For Real Growth - Market Strategy Weekly - March 19 2021

• We spoke with Strategas Chief Investment Strategist Jason Trennert on why his team is bullish on the market despite recent volatility and key unknowns like interest rates, inflation, and tax policy.
• Trennert says they are not overly worried about long-term rates, especially when they’re moving higher for “the right reasons” - i.e., higher growth expectations.
• It's not until the Fed starts to fight inflation aggressively that it becomes a real problem for the market. The fact that the Fed isn't worrying about it means that at least for this year, the market can withstand higher inflation.

For further details see: