How does the Confluence Asset Allocation Committee forecast? Bill O'Grady, Chief Market Strategist, discusses the process the Confluence asset allocation investment team uses to arrive at its economic forecasts, which are the basis for the firm's asset allocation recommendations.

Confluence Market Strategist Patrick Fearon-Hernandez authored a five-part series earlier this year on the balance of power between the US and China (published January 11 - February 22). His reports offer a comprehensive view of the relative power of the US and China in various areas, including military, economic, and diplomatic. In Part I, Patrick and host Phil Adler examined China’s goals and aspirations and discussed China’s growing military power. Part II covers economic power, “soft” or diplomatic power, and overall relations.

Will rising rent and home prices impact CPI? Thomas Wash, Staff Economist, looks at how increasing housing costs will impact the Consumer Price Index.

Should we be concerned with rising inflation? This week, Thomas Wash, Staff Economist, continues our recent focus on inflation with a discussion of recent market volatility and whether the markets are overreacting.

Patrick Fearon-Hernandez, Market Strategist, focuses on the relationship between aging populations and future inflation.

Confluence Market Strategist Patrick Fearon-Hernandez recently authored a five-part series on the balance of power between the US and China. His reports offer a comprehensive view of the relative power of the US and China in various areas, including military, economic, and diplomatic. In this first podcast episode, host Phil Adler examines China’s goals and aspirations, and discusses China’s growing military power. The forthcoming Part II will cover the other key areas.

Why is gold weak, and do we still hold a favorable view? Bill O'Grady, Chief Market Strategist, focuses on the decline in gold prices over the past few months and the underlying fundamentals.

Why are 10-year Treasuries rising? Thomas Wash, Staff Economist, focuses on the recent increase in the 10-year Treasury yield, an event which the stock market is watching carefully.

What are the investment opportunities in Japanese stocks? Patrick Fearon-Hernandez, Market Strategist, discusses whether Japan is currently an attractive destination for U.S. investors.

Where are we in terms of our 2021 Outlook? The S&P 500 is already close to the forecast zone presented in our 2021 Outlook report. Bill O'Grady, Chief Market Strategist, discusses the stock market's performance so far this year and how asset prices might behave in the coming months.