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?
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.
3EDGE’s Chief Investment Strategist, Fritz Folts, and Deputy CIO, Eric Biegeleisen, share their latest View From the EDGE: Bear Market Rally?
Our weekend video focuses on a topic that is in the news a great deal. Fritz Folts, Managing Partner and Chief Investment Strategist, and Steve Cucchiaro, CEO and Chief Investment Officer, discuss the yield curve’s importance and why its shape matters.
Our weekend video focuses on a topic that is in the news a great deal. Fritz Folts, Managing Partner and Chief Investment Strategist, and Steve Cucchiaro, CEO and Chief Investment Officer, discuss the yield curve’s importance and why its shape matters.
The mantra of retail investors since the onset of the pandemic has been to buy the dip – an approach that has largely worked with the market’s meteoric rise over the past two years. The danger with this approach is that it works until the day it doesn’t!
In today's video, Fritz Folts, Chief Investment Strategist, and Steve Cucchiaro, CEO, discuss why now might be the best time to invest in real assets and commodities.