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Confluence Asset Allocation Quarterly

FOURTH QUARTER 2026 ASSET ALLOCATION OUTLOOK We expect no recession over our three-year forecast period, with near-trend GDP growth. Economic growth continues to be driven by business investment. Inflation will likely remain above the Fed’s long-term target but without further acceleration. We expect a cautious Federal Reserve, with inflation limiting the pace and magnitude of [...] The post Confluence Asset Allocation Quarterly appeared first on ETF Trends .

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