Asset Allocation Weekly Chart Book (Archive)
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February 5, 2021
January 29, 2021
January 22, 2021
January 15, 2021
December 18, 2020
December 11, 2020
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February 5, 2021
What is the situation in housing? Bill O'Grady, Chief Market Strategist, looks at the housing sector & the current state of housing in the U.S. -
January 29, 2021
What is the outlook for inflation? Bill O'Grady, Chief Market Strategist, discusses inflation expectations and what measures Confluence relies on when considering inflation. -
January 22, 2021
What will be Joe Biden's focus in his first term? Thomas Wash, Staff Economist, examines what economic statistics suggest might, or should, be the focus of an economic recovery plan as the Biden administration takes office. -
January 15, 2021
What is the impact of currency debasement? Bill O'Grady, Chief Market Strategist, looks at the rare policy event of currency debasement. -
December 18, 2020
What is the relationship between retail money market levels and equities? Bill O'Grady, Chief Market Strategist, looks at the current level of assets held in retail money market funds and what that might mean for the stock market. -
December 11, 2020
What is the outlook for gold? Bill O'Grady, Chief Market Strategist, explores the outlook for gold prices.
These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.