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.
Waiting for November: How Long Can the U.S. Labor Market Stay Resilient?
The first Friday of each month brings with it new information about the single most important piece of economic data anywhere in the world: the state of the U.S. labor market.
Livin’ on the Edge: Implications of Election 2024
In this piece, we’ll assess the state of the race, discuss the U.S. federal debt and deficit in the context of different political power sharing arrangements, and evaluate the candidates’ economic platforms.
Bound for the Floor: Recalibrating Fed Policy
Powell’s kick off to the recalibration cutting cycle and the questions that it raises highlight the incredibly Strange characteristics of this cycle overall. To begin a cutting cycle with a supersized, emergency-like cut when equity markets are at all-time highs, financial conditions are broadly easy, and total employment is at a record is a backdrop so unique that it is consistent with our Strange Landing expectations.
Hey, Old Friends: Bonds are Working Again
Something is stirring. Shifting ground. It’s just begun. This month, investors seem to have finally cast aside their inflation worries as they focus more on risks to global growth. Commodities prices have plunged, bonds are rallying, and central banks are cutting interest rates.
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
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%.
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.