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
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?
Fritz and Eric review the output of the 3EDGE model and how it might guide our investment decisions
In this video, 3EDGE’s Chief Investment Strategist Fritz Folts talks to our CEO and CIO, Steve Cucchiaro, about the possibility that we are experiencing a recession.
In this video, 3EDGE’s Chief Investment Strategist Fritz Folts talks to our CEO and CIO, Steve Cucchiaro, about why we believe US equities are currently overvalued.
In this video, 3EDGE’s Chief Investment Strategist Fritz Folts talks to our CEO and CIO, Steve Cucchiaro, about the recent surge in the value of the U.S. dollar.
3EDGE’s Chief Investment Strategist Fritz Folts and CEO Steve Cucchiaro discuss the concept of a bear market, and more importantly, are we experiencing one now and how long might it last?
For some time now, we have been discussing the topic of a regime shift as inflationary forces and rising interest rates cause a significant shift in the investing landscape. In our April View From the EDGE®, "The Beginning of the End?", Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen discuss what lies ahead based on the latest output of 3EDGE’s global capital markets model.