We have frequently talked about how the Fed finds itself between the proverbial rock and a hard place after 15 years of accommodative behavior. This week’s announcement left little doubt. In this video, 3EDGE’s Chief Investment Strategist, Fritz Folts, and CEO, Steve Cucchiaro, discuss:
•the potential impact of this week’s rate increase by the Fed
•how the rate increase is impacting not only U.S. markets but also several overseas currencies and markets.
The topic for our weekend video is Adios, "Soft Landing" ...Now What? Chief Investment Strategist Fritz Folts, and Deputy CIO, Eric Biegeleisen, discuss:
•The potential impact of last week's CPI report
•How 3EDGE's proprietary model informs the Investment Committee of the possible effects of inflation on global capital markets.
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®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions.
The topic of this video is The Era of the Fed Put – Is It Over? Fritz Folts, our Chief Investment Strategist, and Steve Cucchiaro, CEO and Chief Investment Officer, discuss:
• Will the highest inflation rate in 40 years end an era of the Fed coming to the rescue of the economy and the markets?
• What could this mean for the markets going forward?
Our weekend video, Market Melt-Up How Long Could It Last features 3EDGE's Chief Investment Strategist, Fritz Folts, and CEO, Steve Cucchiaro, as they discuss:
- The recent rally in the S&P 500 as the index approached its 200 Day Moving Average
- Bear market rallies during bear markets throughout history including 1929–1932, 2000-2002 and 2007-2009.
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?
Fritz and Eric review the output of the 3EDGE model and how it might guide our investment decisions
In this video, 3EDGE’s Chief Investment Strategist Fritz Folts talks to our CEO and CIO, Steve Cucchiaro, about the possibility that we are experiencing a recession.