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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 (July 31, 2015) 9:30 AM ET
Quarterly Energy Comment
by Bill O'Grady (May 6, 2015)
Weekly Energy Charts
by Bill O'Grady and Kaisa Stucke (June 5, 2014)
Current Perspectives - Our 2015 Outlook
by Bill O'Grady and Mark Keller (December 22, 2014)
Current Perspectives - Our 2014 Outlook
by Bill O'Grady and Mark Keller (December 2, 2013)
Current Perspectives - Reflections on Monetary Policy
by Bill O'Grady and Mark Keller (May 23, 2013)

Weekly Geopolitical Reports

Weekly Geopolitical Report - Laudato Sí
by Bill O'Grady (July 27, 2015)
Weekly Geopolitical Report - Imperial Germany
by Bill O'Grady (July 20, 2015)
Weekly Geopolitical Report - Greek Games: An Update
by Bill O'Grady (July 13, 2015)

Asset Allocation Portfolios