Despite the recent rebound in U.S. equities, our model research suggests that the U.S. still faces the threat of stagflation. As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE® – Threat of Stagflation Persists (viewing time a short 9 minutes). They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions.
3EDGE's Chief Investment Strategist, Fritz Folts, and CEO, Steve Cucchiaro, as they discuss: •The Fed's 75 basis point increase in short-term interest rates this week •Why the Fed seems to be abandoning its policy of forward guidance •The components of inflation over which the Fed has no control
Our weekend video asks the question: is there an Earnings Recession Ahead? 3EDGE's Chief Investment Strategist, Fritz Folts, and CEO, Steve Cucchiaro, discuss: •The definition of an earnings recession •How earnings recessions are often a component of bear markets •How might investors position their investment portfolio for a potential earnings recession?
For some time now, we have been discussing the topic of a regime shift as inflationary forces and rising interest rates cause a significant shift in the investing landscape. In our April View From the EDGE®, "The Beginning of the End?", Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen discuss what lies ahead based on the latest output of 3EDGE’s global capital markets model.
Our weekend video focuses on Treasury Inflation-Protected Securities or TIPS: Why TIPS, Why Now? 3EDGE’s Chief Investment Strategist Fritz Folts and CEO Steve Cucchiaro discuss TIPS.