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Current Research & News

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The following research items are available only to Confluence subscribers. Please click on an item below to login or to apply for a complimentary subscription.

Confluence Market Commentary

Daily Commentary
by Bill O'Grady and Kaisa Stucke (April 29, 2016) 9:30 AM ET
Quarterly Energy Comment
by Bill O'Grady (March 24, 2016)
Current Perspectives - 2016: An Update
by Bill O'Grady and Mark Keller (February 24, 2016)
Current Perspectives - 2016 Outlook
by Bill O'Grady and Mark Keller (November 30, 2015)
The Geopolitics of China (Presentation)
by Bill O'Grady, Mark Keller, and Kaisa Stucke (October 8, 2015)

Weekly Geopolitical Reports

Weekly Geopolitical Report - Nagorno-Karabakh
by Bill O'Grady (April 18, 2016)
Weekly Geopolitical Report - The Russian Withdrawal
by Bill O'Grady (March 21, 2016)

Asset Allocation Portfolios