In our first Week in Review video of 2024, The Next Recession – Cancelled or Delayed?, 3EDGE Chief Investment Strategist Fritz Folts and CEO and Chief Investment Officer Steve Cucchiaro discuss: Has the recession almost everyone thought was inevitable last year been avoided altogether, or has it just been delayed? The difference between the impact of monetary vs. fiscal stimulus on the economy and the markets How might investors consider positioning their portfolios here in the first month of the new year?
In View From the EDGE®: 2023 in the Books!, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review the latest on our outlook for global capital markets and the various asset classes we model. We suspect that 2024 will prove to be another interesting year in the markets, and we look forward to keeping you apace of all the developments the year may bring.
In our final weekend video for 2023, The Fed Pivots – Implications for Investors, 3EDGE Chief Investment Strategist Fritz Folts and CEO and Chief Investment Officer Steve Cucchiaro discuss what are the broader implications for capital markets in the coming year if the Fed does indeed begin to cut rates?
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?
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.
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.
The past few weeks have seen the world’s major central banks take center stage as rates rise around the globe. With this backdrop, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our latest outlook for the global capital markets and various asset classes in the August 2023 edition of View From the EDGE®.