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View from the EDGE

07 Feb 2020February 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…

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06 Feb 2020February 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…

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08 Jan 2020January View From the EDGE Podcast

We begin the year of 2020 summarizing the fourth quarter of 2019 and looking ahead into the new year. The fourth quarter was strong with China trade talks being positive. This helped ease investor fears of an imminent recession&…

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08 Jan 2020January View From the EDGE

With a strong finish to the year, U.S. equities (particularly large-cap growth equities such as the S&P 500 index) remain significantly overvalued. The price-to-sales ratio of the S&P 500 Index has reached its highe…

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07 Dec 2019December 2019 View from the EDGE Podcast

Continued monetary stimulus from the Fed, including $60 billion per
month in balance sheet expansion beginning in October, along with
positive investor psychology have continued to propel equity markets
higher. Currently …

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