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The Confluence Mailbag – Dollar Dynamics and the Future of Fed Independence (10/7/25) episode artwork

EPISODE · Oct 7, 2025 · 28 MIN

The Confluence Mailbag – Dollar Dynamics and the Future of Fed Independence (10/7/25)

from Confluence Podcasts · host Confluence Investment Management

In this month's Confluence Mailbag, Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, delve into the connection between US dollar weakness and the performance of international and domestic equities. They also share their outlook for recession risks, Fed independence, and Trump's call for publicly traded companies to shift to semiannual rather than quarterly reporting.Submit your question for a future episode to: [email protected]. 

What this episode covers

In this month's Confluence Mailbag, Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, delve into the connection between US dollar weakness and the performance of international and domestic equities. They also share their outlook for recession risks, Fed independence, and Trump's call for publicly traded companies to shift to semiannual rather than quarterly reporting.Submit your question for a future episode to: [email protected].

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The Confluence Mailbag – Dollar Dynamics and the Future of Fed Independence (10/7/25)

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 28 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on October 7, 2025.

What is this episode about?

In this month's Confluence Mailbag, Bill O’Grady, Advisory Director – Market Strategy, and Mark Keller, CEO/CIO, delve into the connection between US dollar weakness and the performance of international and domestic equities. They also share their...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Confluence Podcasts episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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