Asset Allocation Weekly Chart Book (Archive)
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March 19, 2021
March 12, 2021
March 5, 2021
February 26, 2021
February 19, 2021
February 12, 2021
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March 19, 2021
Why 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. -
March 12, 2021
What are the investment opportunities in Japanese stocks? Patrick Fearon-Hernandez, Market Strategist, discusses whether Japan is currently an attractive destination for U.S. investors. -
March 5, 2021
Where are we in terms of our 2021 Outlook? The S&P 500 is already close to the forecast zone presented in our 2021 Outlook report. Bill O'Grady, Chief Market Strategist, discusses the stock market's performance so far this year and how asset prices might behave in the coming months. -
February 26, 2021
What is the impact of higher bond yields? Bill O'Grady, Chief Market Strategist, looks at the latest inflation data. -
February 19, 2021
How 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, 2021
Is 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.
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.