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?
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?