Research & News
Daily Comment (September 30, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a note on the enormous jump in Chinese stock prices today. We next review several other international and US developments with the potential to affect the financial markets today, including some observations on Japan’s new prime minister… Read More »
Asset Allocation Bi-Weekly – Presidential Cycles and Stock Performance (September 30, 2024)
by the Asset Allocation Committee | PDF As the November elections approach, there has been significant debate over which presidential candidate — former President Donald Trump or Vice President Kamala Harris — would be better for US equity markets. Both candidates have made bold promises about their plans to boost national prosperity. Trump has vowed… Read More »
Daily Comment (September 27, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest inflation data as it tries to gauge the Fed’s next move. In sports news, the New York Yankees clinched the AL East title for the second time in three years. Today’s Comment will… Read More »
Daily Comment (September 26, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Financial markets are reacting to more stimulus news from China. In sports news, the Connecticut Sun clinched a dominant sweep over the Indiana Fever, securing their place in the WNBA semifinals. Today’s Comment will delve into the recent shake-up at… Read More »
Daily Comment (September 25, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Global markets are closely monitoring the impact of China’s recent stimulus measures. In sports news, the New York Liberty have taken a commanding lead over the Atlanta Dream in the first round of the WNBA playoffs. Today’s Comment will delve… Read More »
Daily Comment (September 24, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of a new economic stimulus program in China, although economists are already panning it as insufficient to significantly boost growth. We next review several other international and US developments with the potential to affect the financial… Read More »
Bi-Weekly Geopolitical Report – Eight Megatrends Every Investor Should Know (September 23, 2024)
by Patrick Fearon-Hernandez, CFA | PDF One of the defining characteristics of our investment strategy work here at Confluence is that we pay close attention to big, global trends in geopolitics, economics and trade, demographics, technology, and even social and political developments. We then try to determine how to incorporate those trends into our strategies,… Read More »