Current Research & News


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Confluence Market Commentary

The Geopolitics of China (Presentation)
by Bill O'Grady, Mark Keller, and Kaisa Stucke (October 8, 2015)
Daily Commentary
by Bill O'Grady and Kaisa Stucke (November 27, 2015) 9:30 AM ET
Quarterly Energy Comment
by Bill O'Grady (November 18, 2015)

Weekly Geopolitical Reports

Weekly Geopolitical - Putin and Flight 9268
by Bill O'Grady (November 23, 2015)
Weekly Geopolitical Report - The TPP
by Bill O'Grady (October 19, 2015)

Asset Allocation Portfolios