July 9, 2021
June 25, 2021
June 18, 2021
June 11, 2021
May 28, 2021
May 21, 2021
July 9, 2021What do the Distributional Financial Accounts data tell us about the economy and financial system? As a follow-up to the Flow of Funds data, Bill O'Grady, Chief Market Strategist, discusses how this subsequent release offers a deeper dive into the previous numbers.
June 25, 2021What does the Flow of Funds data tell us about the economy and financial system? Bill O'Grady, Chief Market Strategist, looks at this latest report from the Federal Reserve for insights on the economy and investment environment.
June 18, 2021How are "base effects" affecting today's economic and financial data? Patrick Fearon-Hernandez, Market Strategist, reviews what we mean when we talk about "base effects" and how the year-over-year comparisons change our perceptions. [Note: the chart book's cover page displays the incorrect date; this presentation is dated June 18, not June 11.]
June 11, 2021Should we be concerned with the rise in inflation expectations? Thomas Wash, Staff Economist, addresses the relationship between inflation expectations and actual inflation.
May 28, 2021What is behind the recent rally in gold? Bill O'Grady, Chief Market Strategist, reviews the recent performance of gold prices and reasons for the price action.
May 21, 2021Why aren't people returning to the labor force? Thomas Wash, Staff Economist, looks at the labor shortage we're seeing in workplaces as the threat of the pandemic wanes and the economy opens up.
These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.