Latest Investments & Planning Insights
Weekly Edge
At the end of the trading week, the team at NewEdge Wealth publishes its commentary on the week that was, as well as some insights into what it means for clients looking ahead.
There’s No Place Like the U.S. Housing Market
Poor affordability is a large part of the story of poor home sales growth this year. But it’s not the whole story. No other segment of the U.S. economy has experienced a stranger landing than the U.S. housing market. So, let’s fly over the rainbow and explore what’s happening and how it informs our outlook.
Slow Hands
Despite the pleas and pricing for swift action to resolve being behind the curve, it’s now more likely the Fed will move with “Slow Hands” as it begins to ease policy in September.
We’re Not Gonna Take It: The Implications of Fading Pricing Power on Corporate Earnings
After a weak of equity and bond markets being whipsawed by positioning, economic narratives, and Fed expectations, it is helpful to take a step back, “cut through the noise” (as Bloomberg’s Tom Keene would say) and focus on the fundamentals.
We’re Gonna Need a Bigger Rate Cut
Investors were reminded of a valuable lesson this week: falling interest rates can be good for risk assets but only up to a point and only for the right reasons.
Wealth Strategy
A successful wealth strategy process benefits from a team of advisors, collectively focused on the goals specific to your family. Below are some of the insights and strategies the team at NewEdge has published on what it means to have a wealth strategy, rather than a simple financial plan.
Articles, Webinars & Media Appearances
CNBC Appearance: “Rallies still face medium trend headwinds,” says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joined CNBC’s 'Closing Bell: Overtime' to discuss market trends and...
Thoughts When Staring Into The Abyss
Global equity markets experienced a rapid and bruising sell-off this week. In the U.S., we are nearing the intraday lows for the S&P 500 from June, while many stocks are making new lows.
September Update: The 5 Charts to Watch
The source of elevated inflation has shifted in recent months. The early days of inflation were driven by Goods inflation from surging Goods demand during lockdowns and supply chain stress.
CNBC Appearance: Markets are likely to retest 3,600 level, says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joined CNBC’s 'Closing Bell: Overtime' to discuss her bearish case for growth...
Considerations Before Buying a Home Overseas
Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.
Speak Firmly and Carry a Big Hike
When Theodore Roosevelt encouraged policymakers to “speak softly and carry a big stick,” clearly, his target audience was not central bankers. Chairman Powell’s speech was significant because its message was precisely counter to what markets started to price in since mid-June.
CNBC Appearance: Buy high-quality names amid a potential bout of market weakness, says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joined CNBC’s 'Squawk Box' to break down potential investment opportunities ahead of...
CNBC Appearance: Valuations will place a ceiling on this rally, says NewEdge’s Cameron Dawson
NewEdge Wealth’s Cameron Dawson joined CNBC’s 'Closing Bell: Overtime' to discuss the Fed and the current market...
Peak Hour: Is the Inflation Peak Finally Here?
Measures of inflation breadth (how many items are seeing big jumps in prices) and stickiness (those items that tend to see slower price changes) remain elevated. This makes the Fed’s job difficult, as it points to a long journey to get back towards 2%.