Bill O’Grady | PDF
Note: Due to the Labor Day holiday in two weeks, the next edition of this report will be published on September 18.
Our geopolitical research over the past 15 years has had a consistent theme—that U.S. hegemony is under strain. Essentially, costs of America’s hegemonic role have become unbearable for the domestic economy and society. As America’s hegemonic position comes under pressure, we think a new Cold War is emerging.
In this report, we will examine the key features of American hegemony and how those features were closely tied to the Cold War. From there, we examine the shock of the end of the Cold War and how various aspects of American policy and global economics changed as a result. As always, we close with market ramifications.
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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.