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Tuesday, 27 October 2026

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Rising Rates Not a Dealbreaker for Stocks

Summary A 5% 10-year rate is not a dealbreaker for stocks. Strong earnings growth can overcome rising rates. With the Fed now engaged, we think long rates are close to peaking. This week the 10-year Treasury yield cross…

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Breaking the Bond Fever!

Confluence Investment Management offers various asset allocation products, which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every …

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