Blog Header

Recent Posts

06 Mar 2020March 2020: View from the EDGE

In the last weeks of February, global equity markets experienced a severe selloff as cases of the coronavirus spread well beyond China. Our model research indicates a negative outlook for European, Japanese and Emergi…

Read More

06 Mar 2020March 2020: View from the EDGE Podcast

Our model research indicates a negative outlook for European, Japanese and Emerging Market equities.  U.S. equities remain overvalued despite the S&P 500 index decline of over 10% from its mid-February high. The model’…

Read More

19 Feb 2020Because: Market Melt-Up. The Good, The Bad and The Ugly

Read the full article here.

During the recent recording of our View from the Edge podcast, which I record every month with Eric Biegeleisen, Director of Research, I exclaimed half-jokingly that at this point it feels as though t…

Read More

07 Feb 2020February 2020: View from the EDGE

The Coronavirus (2019-nCoV) is creating uncertainty related to its potential impact on economic demand and supply chain management centered in Asia. At the same time, recent changes in several economic indicators such as fa…

Read More

06 Feb 2020February 2020: View from the EDGE Podcast

The onset of the Coronavirus alongside recent changes in several economic indicators have increased the level of uncertainty for global economic growth.  Correspondingly, our research indicates a less positive outlook fo…

Read More