For Equity Investors, There’s Always Concern About Major Market Declines
By Confluence Asset Management For equity investors, there is always a concern about the major market declines; being able to reduce market exposure…
Author Confluence Investment Management
If Dollar’s Bull Market is Coming to a Close, What Can We Expect?
By Confluence Asset Management The dollar is in its third major bull market since currencies began floating in 1971. This chart shows…
The Relationship Between the Balance Sheet & Equities
By Confluence Asset Management Previously, we discussed the impact of reducing the size of the Federal Reserve’s balance sheet on the economy.…
How Miles Driven Suggests a Softening in U.S. Economy
By Asset Allocation Commitee, Confluence Asset Management Historically, recessions tend to come from three sources—overly tight monetary policy, geopolitical events and inventory overhangs.…
The Surprising Rapid Rise in Longer Duration Treasury Yields
By Confluence Asset Allocation Committee The rapid rise in longer duration Treasury yields since the presidential election has been surprising. As of…
What Does Trump’s ‘America First’ Policy Mean for Domestic Economy?
By Confluence Investment Management, Asset Allocation Committee The Trump victory has significant ramifications for the economy and markets. The president-elect’s platform is…
Putting the Pressure on Equity Markets
Note: This article appears on the ETFtrends.com Strategist Channel By Confluence Investment Management The prolonged weakness seen in capital spending is a concern…