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.
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.
Time to Party Like It’s 1995?
U.S. politics has been delivering more twists and turns lately than even the most melodramatic arc on The West Wing. And yet, diversified investors have come through the chaotic headlines mostly intact.
An Ode to Maybe
Harry Truman once asked to be sent a one-armed economist, frustrated with the profession’s propensity to condition every assessment with “on the one hand this… while on the other hand that…”.
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: 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%.
U.S. Senate Approves Inflation Reduction Act
On August 7, 2022, the U.S. Senate passed the Inflation Reduction Act (IRA) of 2022 (H.R. 5376) with a 51 to 50 tally, with Vice President Kamala Harris casting the tiebreaking vote.
2022 Mid-Year Fixed Income Update
Recession alarm bells have been ringing louder after the U.S. economy shrank for the second straight quarter. 2022 stands as the worst year on record for bonds leading some investors to pile into municipal debt because it is considered safe.
Cruel, Cruel Summer: The Implications of Red-Hot Inflation on the Economy, Policy, and Markets
Friday’s red-hot inflation print dashed what, in our opinion, were misplaced hopes for an inflation peak and a dovish pivot. The inflation data solidified that we are likely in for a cruel summer of trading in equities, with the potential for further downside for indices and the likelihood of continued elevated volatility.