May 7, 2021
April 23, 2021
April 16, 2021
April 9, 2021
March 26, 2021
March 19, 2021
May 7, 2021How does the Asset Allocation Committee forecast? Bill O'Grady, Chief Market Strategist, discusses the process the Confluence asset allocation investment team uses to arrive at its economic forecasts, which are the basis for the firm's asset allocation recommendations.
April 23, 2021Will rising rent and home prices impact CPI? Thomas Wash, Staff Economist, looks at how increasing housing costs will impact the Consumer Price Index.
April 16, 2021Should we be concerned with rising inflation? This week, Thomas Wash, Staff Economist, continues our recent focus on inflation with a discussion of recent market volatility and whether the markets are overreacting.
April 9, 2021Patrick Fearon-Hernandez, Market Strategist, focuses on the relationship between aging populations and future inflation.
March 26, 2021Why is gold weak, and do we still hold a favorable view? Bill O'Grady, Chief Market Strategist, focuses on the decline in gold prices over the past few months and the underlying fundamentals.
March 19, 2021Why are 10-year Treasuries rising? Thomas Wash, Staff Economist, focuses on the recent increase in the 10-year Treasury yield, an event which the stock market is watching carefully.
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.