Trahan Macro Research is an independent macro research boutique focused on helping institutional investors navigate the most profitable path through today’s financial markets. We publish macro-themed research addressing the most pressing issues in Portfolio Strategy and Quantitative research. Our framework focuses on forecasting the business cycle using data that anticipates movements in leading indicators, including the equity market.
External link for Trahan Macro Research
Trahan Macro Research reposted this
Our latest episode features a fascinating interview with Francois Trahan, M²SD Trahan, President and Founder at Trahan Macro Research Macro Institute. Our discussion covers the economic outlook for the upcoming year, commercial real estate and Mr. Trahan’s professional experience on Wall Street. Hosts: Cédrik Nadeau & Mathis Grandchamp 🎧You can listen to the podcast on: - Apple Music: https://lnkd.in/e79_YsZV - Spotify: https: //lnkd.in/e9W8S-Qn
Trahan Macro Research reposted this
Did you know that about 75% of the variation in S&P 500 returns are influenced by macro forces? Still most investors focus solely on bottom-up analysis. The business cycle matters for all stocks (even for the Mag 7). Join us at one of our upcoming 2-day Macro Summits to learn how to use macro tools in your investment process. Toronto Feb. 14-15 https://lnkd.in/eT9FdfpZ Boston Mar. 13-14 https://lnkd.in/d4NpwdfB NYC Mar. 27-28 https://lnkd.in/dh7_nqwN
We love Macrobond Financial! It’s made our jobs infinitely easier. If you do charts and data, check them out.
Francois Trahan, M²SD of Trahan Macro Research, no longer needs eight different data providers; he gets all of it in one place with Macrobond. How has Macrobond changed your workflows? Let us know in the comments!