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Listen "The Confluence Mailbag – Our Top Issues, Tariffs & the Changing Policy Landscape (7/15/25)"
Episode Synopsis
In this month’s episode, Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, share their market outlooks and what they view as the biggest threat to the markets over the next three years. They also address whether shifting government policies influence Confluence’s investment process, what tariffs mean for Wall Street, the economic impact of birth rates and immigration, and the future of Fed independence.
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