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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 (November 25, 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 - Manufacturing Renaissance?
by Kaisa Stucke (November 10, 2014)
Weekly Geopolitical Report - A Smaller World
by Bill O'Grady (November 3, 2014)

Asset Allocation Portfolios