Q: Given the consensus opinion that rates are likely to rise, do you perceive a risk that the US dollar might spike, driving down the price of commodities, especially oil? Could a 2014 scenario be in the cards?
If the dollar does rise significantly, could oil/gas rise in tandem? Would you be inclined to position a portfolio for higher oil and gas prices in the coming year or so, regardless of what the dollar does?
If the dollar does rise significantly, could oil/gas rise in tandem? Would you be inclined to position a portfolio for higher oil and gas prices in the coming year or so, regardless of what the dollar does?