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Thomas Wash, Confluence Staff Economist, joins host Phil Adler in discussing the firm’s most recent Business Cycle Report. This report details the Confluence Diffusion Index, an indicator of the business cycle. In this podcast, Phil and Thomas discuss the construction of the index and what it is signaling about the economy.
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).