In the July 2024 edition of View From the EDGE®: Summer's Party in Equities Continues – For Now, 3EDGE Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets and the various asset classes we model.
In this weekend video, 3EDGE’s Chief Investment Strategist, Fritz Folts and Deputy CIO Eric Biegeleisen delve into our outlook for the global capital markets in the latest edition of View From the EDGE® – Divergent Monetary Policies–Now What?. A special focus is given to India, considering the recent elections and its long-term outlook. Adding a unique perspective to this segment, 3EDGE’s President, Monica Chandra, shares her insights on the elections, the potential implications for the Indian economy, and India's long-term outlook.
As part of our monthly update, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen present the latest edition of View From the EDGE® – Sustained High Rates? Sustained Rally? In this report, they delve into our outlook for the global capital markets and various asset classes and discuss how our model might guide our investment decisions and prepare us for the months ahead.
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 April edition of View From the EDGE®, titled Markets at a Crossroads? Fritz and Eric review the output of the 3EDGE global capital markets model and how it might guide our investment decisions.
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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 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 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?
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®.