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September 18, 2020
September 4, 2020
August 28, 2020
August 21, 2020
August 14, 2020
August 7, 2020
July 31, 2020
July 24, 2020
July 20, 2020
July 10, 2020
June 26, 2020
September 18, 2020Is the Dollar on the Cusp of a Bear Market? Bill O'Grady, Chief Market Strategist, looks at the possibility that we may be on the verge of a dollar bear market and what that might mean for foreign equities.
September 4, 2020What is the Impact of Household Debt Service on Discretionary Income? Patrick Fearon-Hernandez, Market Strategist, looks at how debt levels are impacting consumers' ability to spend and keep the economy afloat.
August 28, 2020Is the Additional Unemployment Insurance Reducing Employment? Thomas Wash, Staff Economist, explores how the federal government's additional weekly benefit has affected unemployment.
August 21, 2020How are Money Market Funds Acting? Bill O'Grady, Chief Market Strategist, addresses the level of cash in retail money market funds.
August 14, 2020What is behind the historic strength in gold prices? Bill O'Grady, Chief Market Strategist, addresses the issue of strong gold prices.
August 7, 2020What Is the Risk If State and Local Governments Have to Cut Spending? Patrick Fearon-Hernandez, Market Strategist, discusses how the coronavirus crisis may affect state and local spending.
July 31, 2020How is the Pandemic Affecting the Labor Market? Bill O'Grady, Chief Market Strategist, discusses the pandemic's impact on the labor market, focusing primarily on older workers.
July 24, 2020Is the Federal Reserve Tightening Policy? Bill O'Grady, Chief Market Strategist, addresses this question and discusses whether there is evidence to indicate that the Fed is now tightening policy.
July 20, 2020Where does the extra liquidity flow? Bill O'Grady, Chief Market Strategist, addresses this key inflation question, especially in light of the Fed's recent policy actions.
July 10, 2020What is the Impact of Inequality on Monetary Policy? Bill O'Grady, Chief Market Strategist, addresses this question, primarily regarding racial inequality, in this week's report.
June 26, 2020Will the Fed Implement Negative Interest Rates? Bill O'Grady, Chief Market Strategist, examines whether this event may occur.
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.