Asset Allocation Bi-Weekly – Stopping the Bond Vigilante: How Fiscal Dominance Is Reshaping Global Markets (9/22/25)

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Confluence Podcasts

Confluence Investment Management

281 episodes

13 hours ago

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).

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Investing

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Asset Allocation Bi-Weekly – Stopping the Bond Vigilante: How Fiscal Dominance Is Reshaping Global Markets (9/22/25)

Confluence Podcasts

9 minutes

1 month ago

Asset Allocation Bi-Weekly – Stopping the Bond Vigilante: How Fiscal Dominance Is Reshaping Global Markets (9/22/25)

With deficits rising, governments may resort to different strategies to help keep interest rates in check. Confluence Associate Market Strategist Thomas Wash examines the landscape for government bonds and the message markets are sending to investors.