Asset Allocation Bi-Weekly - The Bank of Japan Cocks the Trigger (4/18/2022)

While the U.S. Federal Reserve appears to be in the early stages of raising interest rates and shrinking its balance sheet with the goal of reining in inflation, something quite different is happening in Japan. Confluence Market Strategist Patrick Fearon-Hernandez discusses the implications of the Bank of Japan's policy and why U.S. investors should take notice.

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).