Sunday, February 27, 2011

Francois Trahan: The Dollar And Macro Factors Are Key For The Market This Year

Several weeks ago Consuelo Mack of WealthTrack featured an interview with Francois Trahan, Vice Chairman, Head of Portfolio Strategy and Quantitative Research at Wolf Trahan. Francois has been selected as the #1 portfolio strategist for the last three years by Institutional Investor Magazine.

In the below video Francois states his views on the equity markets, gold and commodities more broadly. He notes the dollar's influence on equities and commodities and likens the current environment to the the 2006 - 2008 time period. In '06 - '08 he notes the price of a barrel of oil at $95 per barrel was a key inflection point for the markets and could be an important one in this market cycle.

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