Asset Allocation Weekly - This Recovery is Different (8/27/2021)

When will the Federal Reserve raise interest rates? The timing of Fed action will depend on how quickly America emerges from the pandemic-induced recession; how fast jobs recover is one way to measure that. To address this issue, we look at the composition of the FOMC and the history of monetary policy in past recoveries.

What is Confluence Podcasts?

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).