Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Asset Allocation Bi-Weekly – China Cut Its Energy Imports (6/15/26)
10 minutes Posted Jun 15, 2026 at 5:02 am.
0:00
10:21
Download MP3
Show notes

There was a bit of welcome news for consumers as world oil prices were moderating in early June even though the Strait of Hormuz remained essentially closed. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to explain why and discuss whether this is just a short-term phenomenon.