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The Confluence Mailbag – Dollar Dynamics and the Future of Fed Independence (10/7/25)
Episode 276
Published 9 months, 2 weeks ago
Description
In this month's Confluence Mailbag, Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, delve into the connection between US dollar weakness and the performance of international and domestic equities. They also share their outlook for recession risks, Fed independence, and Trump's call for publicly traded companies to shift to semiannual rather than quarterly reporting.
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