Asset Allocation Weekly Chart Book (Archive)
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November 20, 2020
November 13, 2020
November 6, 2020
October 30, 2020
October 23, 2020
October 16, 2020
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November 20, 2020
How far will long-term Treasury rates rise? Bill O'Grady, Chief Market Strategist, looks at interest rates through the prism of long-term Treasury rates. -
November 13, 2020
Bill O'Grady, Chief Market Strategist, addresses the short-term impact of the election on equity markets. -
November 6, 2020
Thomas Wash, Staff Economist, addresses the question of whether we should be concerned about inflation. -
October 30, 2020
What are the investment implications of the EU's political dynamics? Patrick Fearon-Hernandez, Market Strategist, focuses on potential opportunities in the foreign equity space in the EU and U.K. -
October 23, 2020
How has the pandemic affected consumption patterns? Bill O'Grady, Chief Market Strategist, focuses on the unusual nature of the current economic recovery, in particular, consumption patterns, and what this portends for U.S. economic policy and your investments. -
October 16, 2020
What do inventory levels portend for the post-pandemic economy? Patrick Fearon-Hernandez, Market Strategist, focuses on current U.S. business inventory/sales ratio data in an attempt to anticipate future economic activity.
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.