Current Research & News


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Confluence Market Commentary

Daily Commentary
by Bill O'Grady and Kaisa Stucke (February 5, 2016) 9:30 AM ET
Current Perspectives - 2016 Outlook
by Bill O'Grady and Mark Keller (November 30, 2015)
Quarterly Energy Comment
by Bill O'Grady (November 18, 2015)
The Geopolitics of China (Presentation)
by Bill O'Grady, Mark Keller, and Kaisa Stucke (October 8, 2015)

Weekly Geopolitical Reports

Weekly Geopolitical - Trouble in Taiwan
by Bill O'Grady (February 1, 2016)
Weekly Geopolitical Report - Italy's Banking Crisis
by Kaisa Stucke (January 25, 2015)
Weekly Geopolitical Report - The Saudi Executions
by Bill O'Grady (January 11, 2016)
Weekly Geopolitical Report - The Evolution of IS
by Bill O'Grady (December 7, 2015)

Asset Allocation Portfolios