Bi-Weekly Geopolitical Report – Excess Capacity and Policy Change (6/11/2026)

from Confluence Podcasts · host Confluence Investment Management

One long trusted economic indicator may no longer reliably indicate a noninflationary environment. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss how governments might be misled and what investors should watch for.

Episode metadata supplied by the publisher feed · Published Jun 11, 2026

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Bi-Weekly Geopolitical Report – Excess Capacity and Policy Change (6/11/2026)

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