Economic Growth Accelerating, Market Running On Fumes, And Policy Out Of Gas!
 A Discussion On How To Position For What Is Next...

•  Hosted By François Trahan
   Chief Investment Strategist

  March 10, 2010

  Use this form to access the replay of François Trahan’s launch conference call.

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This 45–minute presentation from François covered:

•  A Powerful (Cyclical?) Recovery For The U.S. Economy
    When will the economy feel the peak effects of monetary and fiscal stimulus?
    What will drive growth in 2010: Is it really gov’t spending and exports as consensus believes?
    How much of the upcoming recovery in GDP is already priced into equities?

•  The Defining Moment Of The Year... A Peak In Leading Indicators!
    When will the inflection point in leading indicators take place? Has it already begun?
    What does the rollover in leading indicators mean for markets? sectors? factors?
    Is a 2–handle or a 4–handle more likely on the 10–year Treasury by the end of 2010?

•  Risks & Opportunities In 2010 And Beyond... Mostly Risks!
    Will the world’s central banks follow Australia’s lead in tightening policy?
    Will higher U.S. interest rates raise the specter of deleveraging once again?
    Inflation or deflation? Which one is it? What does it mean for financial markets?