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Confluence of Ideas – The 2025 Geopolitical Outlook

Episode 232

In this episode, members of the Confluence Macroeconomic Team sit down with Phil Adler to assess the geopolitical outlook for 2025. Six big picture t…

1 year, 7 months ago

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Asset Allocation Bi-Weekly – Household Cash Levels and the S&P 500 (12/9/24)

Episode 231

When one looks at the total world of investing, it makes sense that a high amount held in money market funds might subtract from total assets investe…

1 year, 7 months ago

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Asset Allocation Bi-Weekly – Bonds and the Post-Election Environment (11/25/24)

Episode 230

 How did the decisive November election results impact the bond market? Contrary to expectations, voters rendered a quick and clear outcome. Confluen…

1 year, 7 months ago

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Bi-Weekly Geopolitical Report – Implications of North Korean Soldiers in the Ukraine War (11/18/2024)
Bi-Weekly Geopolitical Report – Implications of North Korean Soldiers in the Ukraine War (11/18/2024)

Episode 229

Important developments in the Ukraine war this year include Ukraine's invasion of the Kursk region of Russia. Another is the subject of this week's d…

1 year, 8 months ago

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Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2024
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2024

Episode 228

In this episode, Confluence reviews the Asset Allocation rebalance for the fourth quarter of 2024, featuring a brief economic analysis and insights o…

1 year, 8 months ago

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Asset Allocation Bi-Weekly – Let's Talk About Tariffs! (11/11/24)

Episode 227

There are several ways we could approach the subject of tariffs - a major topic of discussion in the recent US election season. Tariffs can be seen a…

1 year, 8 months ago

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Bi-Weekly Geopolitical Report – Rising US & Global Debt: A Perspective Check (11/4/2024)
Bi-Weekly Geopolitical Report – Rising US & Global Debt: A Perspective Check (11/4/2024)

Episode 226

We're talking big numbers today, US national debt numbers. Back in July, the Treasury department reported that our national debt exceeded $35 trillio…

1 year, 8 months ago

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Asset Allocation Bi-Weekly – The Inflation Adjustment for Social Security Benefits in 2025 (10/28/24)

Episode 225

The inflation adjustment for 2025 Social Security benefits has been announced, but do the financial markets even care? Confluence Associate Market St…

1 year, 8 months ago

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Bi-Weekly Geopolitical Report – Israel's Pager Caper and Supply Chain Security (10/21/2024)

Episode 224

National security agendas might never be the same after pagers and walkie-talkies mysteriously exploded in the hands of Hezbollah militants about a m…

1 year, 9 months ago

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Asset Allocation Bi-Weekly – The Yield Curve Un-Inverts (10/14/24)

Episode 223

Does the recent un-inversion of the yield curve create an opportunity on the long end for bond investors? Confluence Chief Market Strategist Patrick …

1 year, 9 months ago

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