In our final View From the EDGE® for 2023, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets after November saw rallies across virtually all asset classes and geographies. Will this upward momentum carry into the new year?
In this weekend's video, Fed Rate Cuts – Good or Bad for the Markets?, 3EDGE Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss the following:
The dramatic change of consensus on Wall Street - away from interest rates staying higher for longer and towards a new narrative of no more rate increases with potential cuts coming early next year.
If the Fed does begin to cut rates in the first half of 2024, will it matter why they are cutting rates?
What has occurred throughout market history following the Fed's first rate cut after a period of monetary tightening?
Chinese equity markets have been depressed for some time, so we look to the east for this weekend's video: Emerging Market Equities – Poised for a Rebound? Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss:
Why our global capital markets model considers Chinese and Emerging Market (EM) equities to be undervalued;
The factors that make Chinese and EM equities attractive;
Why these equity markets could be poised for a rebound.
The title of this month’s View from the EDGE® newsletter is: Investing in a Time of Radical Uncertainty, which we feel aptly describes how it feels particularly difficult for today's investors to anticipate the future of the economy and the markets. Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen will review our outlook for the global capital markets across the asset classes we model and discuss the unusually wide gap between the potential optimistic and pessimistic scenarios that could play out in the months ahead.
In this weekend video, 3EDGE’s Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss the recent invasion of Israel by Hamas. News of the invasion is one of those events that renders all other news irrelevant. With a heavy heart, we discuss the potential impact of this deeply distressing human tragedy on global capital markets.
In our latest monthly View From the EDGE, Fritz Folts, 3EDGE's Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, review the output of the 3EDGE global capital model and how it might guide our investment decisions as we enter the final quarter of 2023.
In this special edition of our Week in Review series, 3EDGE Chief Investment Strategist Fritz Folts is joined by our Chief Technology Officer, Bob Phillips, to discuss the key drivers of inflation and how the Fed may respond going forward.
In "The Return of Goldilocks?" 3EDGE Chief Investment Strategist Fritz Folts and CEO and Chief Investment Officer Steve Cucchiaro revisit the prospect of a "Goldilocks" scenario in the markets, where the Fed and other factors on inflation manage to engineer an economy that's not "too hot" and not "too cold", but "just right" – but history shows us this is a difficult task.
This weekend's video topic is 2% Inflation? Not So Fast! 3EDGE Chief Investment Strategist Fritz Folts and CEO and Chief Investment Officer Steve Cucchiaro discuss how, while Wall Street analysts and pundits seem convinced that inflation is well on its way down, why it may remain stuck above the Fed’s 2% target for some time.
As we do at the beginning of each month, we turn to Fritz Folts, 3EDGE's Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, for the September edition of View From the EDGE®, titled (as you may have guessed) To Hike or Not to Hike? Fritz and Eric review the output of the 3EDGE global capital model and how it might guide our investment decisions as we get close to the end of summer.