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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 (October 30, 2014) 9:30 AM ET
Quarterly Energy Comment
by Bill O'Grady (May 29, 2014)
Weekly Energy Charts
by Bill O'Grady and Kaisa Stucke (June 5, 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)
Current Perspectives - Our 2013 Outlook
by Bill O'Grady and Mark Keller (December 28, 2012)

Weekly Geopolitical Reports

Weekly Geopolitical Report - The Eighth Default of Argentina
by Kaisa Stucke and Bill O'Grady (October 20, 2014)
Weekly Geopolitical Report - Dilma or No Dilma?
by Kaisa Stucke and Bill O'Grady (October 13, 2014)
Wkly Geopolitical - Welcome to the World, Country of Catalonia?
by Kaisa Stucke and Bill O'Grady (October 6, 2014)
Weekly Geopolitical Report - Ebola
by Kaisa Stucke and Bill O'Grady (September 29, 2014)

Asset Allocation Portfolios