The 'big beautiful bill' is a big part of the reason why the market is where it is: Jason Trennert

The futures this morning are marginally uh higher. Joining us now, you can see 134 points on the Dow, Jason Trener, chairman and CEO of Strategus Research Partners, a Baird company. Um Jason, we haven't seen you in a while.Um were you surprised by either uh the the break in the averages leading into Liberation Day or with the the swiftness of the rebound to new highs following Liberation Day. Were you surprised by by e Did you predict either. I didn't I don't we didn't predict either.Uh and I think I was su ...