Bi-Weekly Geopolitical Report – The 2026 Geopolitical Outlook (12/15/2025)
In this episode, members of the Confluence Macroeconomic Team sit down with Phil Adler to assess the geopolitical outlook for 2026. Six big picture trends that are guideposts for Confluence's investment recommendations are discussed including stablecoins, spheres of influence, an ...عرض المزيد
Confluence of Ideas - 2026 Outlook: Implications of the New Techno-Industrial State
Confluence's official 2026 Outlook anticipates a reacceleration of the economy next year and a low risk of recession. Three of the co-authors of the report, Chief Market Strategist Patrick Fearon-Hernandez, Advisory Director - Market Strategy Bill O'Grady, and Associate Market St ...عرض المزيد