Confluence Podcasts

Bill O'Grady, Chief Market Strategist, addresses the short-term impact of the election on equity markets.

Should we be concerned about inflation? Thomas Wash, Staff Economist, addresses the question.

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.

With the election looming, there is the potential for changes in foreign policy. Phil Adler, our host, interviews Bill O’Grady and Patrick Fearon-Hernandez as they address the future of American foreign policy. Bill discusses how a President Biden will conduct foreign policy, while Patrick examines what could be different with a second Trump term. This podcast relates to Weekly Geopolitical Reports published in late August on these topics. For Biden, there is a degree of uncertainty since he would be a new president. And, although it is tempting to assume a Trump presidency would be more of the same, there would likely be some differences as well. One possible change is that in a second term the Treasury might rely more on dollar weakness and less on tariffs to conduct trade policy.

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.

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.

Who will be the biggest beneficiaries from the European recovery program? Thomas Wash, Staff Economist, focuses on who might benefit the most from the current program.

What impact could the death of Ruth Bader Ginsburg have on markets? Bill O'Grady, Chief Market Strategist, focuses on the impact of the death of the Supreme Court justice on financial markets.

How have U.S. and non-U.S. stock market sectors performed in different periods of dollar strength? Patrick Fearon-Hernandez, Market Strategist, focuses on how U.S. dollar strength affects U.S. stocks compared with foreign market stocks.

Is the dollar on the cusp of a bear market? Bill O'Grady, Chief Market Strategist, looks at the possibility that we may be on the verge of a dollar bear market and what that might mean for foreign equities.