Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Asset Allocation Bi-Weekly – The PCE Makeover (8/7/26)
8 minutes Posted Aug 7, 2026 at 5:54 pm.
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Show notes

The Federal Reserve's preferred inflation gauge is getting a makeover, and the result may please investors who would benefit from interest rate cuts, which is probably a majority of investors. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to look into how this change may play out for the markets.