This week’s video topic is Will Troubles in China Ripple Through the Global Markets? 3EDGE’s Chief Investment Strategist Fritz Folts and CEO Steve Cucchiaro discuss: •What could be the potential impact of the recent election of President Xi Jinping to an unprecedented third term? •Is China moving away from its growth-oriented, business-friendly, global player brand towards more nationalistic and self-sufficient policies? •Since China is the world’s second-largest economy, could these policy changes impact the rest of the world and the global markets?
3EDGE's Chief Investment Strategist, Fritz Folts, and CEO and Chief Investment Officer, Steve Cucchiaro, discuss: What is a credit contraction? How and why does it occur? Where does a credit contraction fit into the 3EDGE Seasons of the Market? How might investors think about their portfolio positioning during a credit contraction?
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.
Historically, investors have looked to fixed-income securities to protect their portfolios when the stock market is down. However, it has been a devastating year for bonds, and they may be facing their worst year of investment performance in almost 100 years.
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?
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