EPISODE · Sep 11, 2023 · 11 MIN
Asset Allocation Bi-Weekly - Fiscal Tightening Looms (9/11/23)
from Confluence Podcasts · host Confluence Investment Management
In recent quarters, investors have focused heavily on issues such as consumer price inflation, and the Federal Reserve's monetary policy. Now, however, rising fiscal deficits and congressional bickering over the federal debt have brought the attention back to fiscal policy. Confluence Market Strategist Patrick Fearon-Hernandez joins the podcast to discuss the government's recent fiscal trends and what that means for the economy and investing going forward.
What this episode covers
In recent quarters, investors have focused heavily on issues such as consumer price inflation, and the Federal Reserve's monetary policy. Now, however, rising fiscal deficits and congressional bickering over the federal debt have brought the attention back to fiscal policy. Confluence Market Strategist Patrick Fearon-Hernandez joins the podcast to discuss the government's recent fiscal trends and what that means for the economy and investing going forward.
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Asset Allocation Bi-Weekly - Fiscal Tightening Looms (9/11/23)
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