Recent Market Commentary
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.