Rate Hikes to Rate Cuts? – View From the EDGE® December 2023

December 9, 2023

View From the EDGE® is a monthly report produced by 3EDGE Chief Investment Strategist, Fritz Folts, and Deputy Chief Investment Officer, Eric Biegeleisen, CFA®. In this series, we review our high-level outlook for the coming month across the various asset classes 3EDGE invests in.

View From the EDGE® is made available in the form of a written newsletter, a YouTube commentary video, and an iTunes audio podcast, all of which can be accessed below.

Tap or click on the image to open the December 2023 View From the EDGE®

PDF Viewer: On a desktop browser, click the printer icon in the top right to send file to print.

Podcast: Play in new window | Download

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View From the EDGE® February 2025 – Inflation Fears & Shakeup in D.C.

February 15, 2025

In the February 2025 edition of View From the EDGE®, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets and various asset classes

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View From the EDGE® January 2025 – Caution Ahead!

January 11, 2025

In the January 2025 edition of View From the EDGE®, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets and various asset classes

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View From the EDGE® December 2024 – Banner Year for Stocks & Gold

December 14, 2024

In the December 2024 edition of View From the EDGE®, Chief Investment Strategist Fritz Folts and Director of Research Eric Biegeleisen review our latest outlook for the global capital markets across the various asset classes we model.

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View From the EDGE® November 2024 – The Election’s Early Impact on Markets

November 16, 2024

In the November 2024 edition of View From the EDGE® – The Election's Early Impact on Markets – Chief Investment Strategist Fritz Folts and Director of Research Eric Biegeleisen review our latest outlook for the global capital markets across the various asset classes we model.

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Election Impact on Investments

November 9, 2024

In this week’s 3EDGE Week in Review video, Election Impact on Investments, 3EDGE Chief Investment Strategist, Fritz Folts, and CEO and Chief Investment Officer, Steve Cucchiaro, discuss: The potential short-term impact of the election on the markets; The potential longer-term effects on the economy and the markets; How investors should consider investing their portfolios.

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Gold Climbs to New Highs – What’s Next?

November 2, 2024

In this week’s 3EDGE Week in Review video, Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss: The factors behind the dramatic increase in the price of gold in 2024; Potential risks to gold in the short-term; Why investors may want to consider holding some gold in their portfolio.

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Market Valuations May Not Matter – Until They Do!

October 27, 2024

3EDGE’s Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss: How is the Fed preparing to begin lowering short-term interest rates later this month? Will there be a soft landing for the U.S. economy? Has the Fed kept interest rates too high for too long, causing a more severe economic slowdown and perhaps a recession in the months ahead?

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View From the EDGE® October 2024 – Markets Priced for Soft Landing

October 12, 2024

View From the EDGE® is a monthly report produced by 3EDGE Chief Investment Strategist, Fritz...

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A Tale of Two Markets

October 6, 2024

In this week’s 3EDGE Week in Review video, A Tale of Two Markets, Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss: How have U.S. and emerging market equities behaved so far in 2024? Why have Emerging Markets (EM) and Chinese equities outperformed the S&P 500 recently? What lessons, if any, could investors learn from this recent surge?