February 26, 2021
February 19, 2021
February 12, 2021
February 5, 2021
January 29, 2021
January 22, 2021
February 26, 2021What is the impact of higher bond yields? Bill O'Grady, Chief Market Strategist, looks at the latest inflation data.
February 19, 2021How bad was the jobs report? Thomas Wash, Staff Economist, looks at the January jobs report from the U.S. Labor Department, which generated lots of worried comments in the media.
February 12, 2021Is the Fed facing the Tinbergen problem? Bill O'Grady, Chief Market Strategist, looks at a challenge shaping up for the Federal Reserve known to economists as the Tinbergen problem--whether encouraging employment by keeping interest rates low might contribute to encouraging risky investment that could lead to a stock market bubble.
February 5, 2021What is the situation in housing? Bill O'Grady, Chief Market Strategist, looks at the housing sector & the current state of housing in the U.S.
January 29, 2021What is the outlook for inflation? Bill O'Grady, Chief Market Strategist, discusses inflation expectations and what measures Confluence relies on when considering inflation.
January 22, 2021What will be Joe Biden's focus in his first term? Thomas Wash, Staff Economist, examines what economic statistics suggest might, or should, be the focus of an economic recovery plan as the Biden administration takes office.
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.