View from the EDGE

In this edition of View from the EDGE®, Fritz Folts and Eric Biegeleisen will discuss uncertainty in the markets and stagflation in the U.S.

Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our latest outlook in the February View From the EDGE®. They discuss the outlook for major asset classes we model at 3EDGE and do a deeper dive into the changes the model is detecting.

Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our latest outlook in the January View From the EDGE®. They discuss the outlook for major asset classes we model at 3EDGE and take a deeper dive into the changes the model is detecting.

Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our latest outlook in the December View From the EDGE®. They discuss the outlook for major asset classes we model at 3EDGE and take a deeper dive into the changes the model is detecting.

View the PDF version here. Equities: U.S. equities have continued to reach record highs pushing the S&P 500 even further into significantly overvalued territory. At the conclusion of the most recent FOMC meeting in early November, the Fed officially announced its plan to begin to taper its current $120 billion in monthly bond purchases. However,...

View the PDF version here. Equities: The outlook for U.S. equities has improved somewhat – though not uniformly so.  Valuations continue to be near all-time highs for large-cap growth U.S. equities, which have benefitted from an extended regime of ultra-low interest rates. However, cyclical, value-oriented stocks offer more compelling valuations. In addition, should interest rates...

View the PDF Version here.  Equities: The outlook for U.S. equities remains mixed. Valuations continue to be stretched to historically high levels, sparking comparisons to bubbles that have occurred throughout market history. While the Fed insists that recent inflationary pressures will prove temporary, inflation could last longer and become more problematic during the remainder of...

View the PDF Version here.  Equities: U.S. Equities: By our measures the U.S. equity markets remain significantly overvalued as they continue to hover around all-time highs which is indicative of lower expected returns on average over the longer-term.  While Fed Chair Powell indicated at the June FOMC meeting that the time had come to begin...

Subscribe Download the PDF version here. Equities: U.S. Equities: While Fed Chair Powell was able to assuage fears of inflation taking root in the shorter term, concerns regarding more persistent inflation in the U.S. remain.  Should this manifest in a more meaningful way it may signal a tighter Fed monetary policy including the potential for...

Subscribe Download the June View From the EDGE® here. Equities: U.S. Equities: The U.S. equity market outlook is a bit more neutral currently given the tug of war between the positive impact of the global economic rebound and concerns about whether robust economic growth will prove to be inflationary, thereby prompting the Federal Reserve to...