Bond yields are a major focus for investors these days, but yields alone only tell part of the story. Confluence Chief Market Strategist Patrick Fearon-Hernandez shares what real interest rates are…
Bill O'Grady and Mark Keller return for another Confluence Mailbag episode to tackle listener questions on rising interest rates and the war in the Middle East. With no clear end in sight to the…
Oil has been very much in the public eye with prices rising to over $100 a barrel, and there is currently no end in sight for the Iran war. Many analysts, though, were surprised that oil did not…
As of mid September, the US bond market seems to be immune to efforts by Treasury Secretary Scott Bessent to bring yields down. Confluence Associate Market Strategist and Certified Business Economist…
Conservative investors, as a rule, construct their portfolios to, if not anticipate a recession, at least acknowledge the possibility of one. But in doing so, these investors may not fully participate…
Investors worried about a possible AI bubble can point to a number of reasons, including rising valuations and debt. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to…
In this episode, Confluence reviews the Asset Allocation rebalance for the third quarter of 2026, featuring a brief economic analysis and insights on asset class and security selection for the firm’s…
Great Britain's economic regression the past few years is notable and well documented. So is the long parade of failed prime ministers. Can the newest one make a difference in a way that will matter…
The Federal Reserve's preferred inflation gauge is getting a makeover, and the result may please investors who would benefit from interest rate cuts, which is probably a majority of investors.…
Confluence’s Chief Market Strategist Bill O’Grady discusses the origins, the roles, and the world affairs of Hegemonic Stability Theory.
