Geopolitics Heat Up

Edge Perspectives

Edge Capital publishes research on subjects covering asset allocation strategies, thought leading perspectives on market events, and new investment opportunities for our clients. Our research reports are designed to enhance knowledge and understanding of the markets and to provide a macro outlook. Please feel free to reach out via email at research@edgecappartners.com to discuss any of the views presented here.

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Geopolitics Heat Up

Just when President Trump starts to move towards status quo, things start to get hairy.

Edge Capital Partners- PR Newswire Release

ATLANTA and DALLAS, April 10, 2017 /PRNewswire/ — Edge Capital Partners, an independent investment advisory firm with approximately $3 billion in assets under management, today announced the promotions of Whit Davis, Paul Robertson and Dennis Sabo to Partner.

Republicans Get A Health Check

So much of the market’s expectations for “reflation” in the economy is based upon the premise that a White House and Congress dominated by Republicans could work together to quickly pass legislation.

It’s Sheer Madness

While there are many things going on around the world (the Dutch election in which the Euro-skeptic party won fewer than expected seats, the dovish read on the Federal Reserve after the expected rate hike, the no-action from the central banks in England, Japan, and Norway, etc), it is time for a little break.

Let There Be No Doubt

The upcoming meeting of the Federal Reserve on March 14-15 has been the most telegraphed policy meeting in recent memory.

Don’t Count Out The Fed

Don’t count out the Fed. With all the emphasis on the new administration’s fiscal policy, the release of the Federal Reserve’s meeting minutes this week came with little fanfare.

We Stand In the Great Divide

Talk about a split.

The Fed has been Trumped

You can tell when the narrative has changed. Rewind to this time last year.

Let’s Get Fis-cal, Fis-cal

Perhaps President Trump is listening to the 1981 hit album from Olivia Newton-John Physical this week as he continues to press on the fiscal button.

Preparing For A Trump Presidency

Between tweeting and spectacle press events, the next four years will be entertaining yet volatile for the financial markets…

Q1 2017 Quarterly Outlook

We have published a special report on “Preparing For A Trump Presidency” in addition to our Quarterly Outlook this quarter.

Trump Stays Center Stage

President-elect Trump remains central in decision for businesses and investors alike.

Hopeful For The Young In 2017

Confidence is high at the end of 2016.

The Need For Longer-Dated US Debt

For the last several years, historically low interest rates have provided the US government an attractive option to extend the average maturity of US Treasury obligations, saving taxpayers billions of dollars.

Hoping For A Gift That Keeps Giving

It’s a gift. Just a little extra before the start of the New Year.

Men-Ew-Chin

In case you were wondering, that is how you pronounce the last name of President-elect’s pick for the U.S. Treasury post.

We Give Thanks For Much

We give thanks for much including a parking spot at the mall.

The Greenback Is Rising!

The US Dollar is reaching levels last seen at the end of 2002.

Landing On Your Feet When The World Seems Upside Down

Is the world upside down?

Election Commentary

Once again, the people have spoken and the voices of America have decided on a new President.

Election Update

We participated in an election update conference call this morning with Dan Clinton, Strategas’ Head of Political Research, and David Wasserman, the House Editor for The Cook Political Report. Read more about what Dan Clinton and David Wasserman had to say on the upcoming election.

Autonomous Vehicles Impacting You

Summary A week ago we touch on the impact of autonomous vehicles. It’s a world of possibility out there. We have to keep both our eyes…

Q4 2016 Quarterly Outlook

The Wall Street expression that “markets climb a wall of worry” was certainly true during the third quarter. Despite Brexit, the opening of a contentious U.S. presidential election, a spike in interest rates, scattered police and racial violence, and another quarter of negative earnings growth, broad equity markets turned in one of the stronger third quarter performances in recent years.

It’s a World of Possibility Out There

It’s a world of possibility out there. We have to keep both our eyes and our minds open for it.

What Is Up With Libor?

Money market reform has caused a significant shift in buyer demand for short-term capital.

The Pound Takes a Dive When the Water Level Was Low

Liquidity, liquidity everywhere except for the foreign exchange market in Asian trading hours overnight. That might seem like an obscure statement, but it has market moving consequences when combined with computer-driven trading programs.

OPEC Makes A Deal To Make A Deal

This week OPEC surprised markets by taking action, supposedly. Reports indicate that a production cap has been set at 32.5mm barrels of production from the cartel responsible for about 40% of global supply.

It’s The End Of QE As We Know It… In Japan.

With all the Fed chatter, not much has been said about the communication from the Bank of Japan (BoJ) this week.

The Fed Extends And Pretends

Today’s decision puts the U.S. Federal Reserve clearly in the “extend and pretend” camp.

Are We There Yet?

The market sits and waits for next week as the Fed meeting approaches. Will they or won’t they?

Is The Kitchen Still Open For Policy Support?

Rhetoric continues to indicate that policymakers are trying to serve up economic growth on a plate and convince the markets that the kitchen is still open.

Treasury Prompts Planning Opportunity

The past month has brought about a number of concerns from those in the estate planning world after the Treasury Department released new proposed regulations for Section 2704 of the Internal Revenue Code.

Guessing Games Are Every Economist’s Cup of Tea

It seems that guessing games are every economist’s cup of tea these days.

Meet Me In The Middle

An analysis released this week by the Federal Reserve Bank of New York indicated that middle income jobs (those paying between $30,000 and $60,000 per year) are finally being created.

Emerging Market Stocks Are Taking The Gold

…for the first time in a while.

The Bank of England cuts, Europe hovers, and the U.S. gets to work.

Is the divergence getting even greater? This week, the Bank of England (BoE) responded as expected with additional support after the Brexit vote in June weakened their economic stability.

We Need A Little More Pep In Our Economic Step!

The first release of estimates for second quarter economic growth was made in both the US and Euro-area, both to the disappointing side.

Higher Growth Doesn’t Always Mean Higher Returns

Recent fears regarding Brexit and its potentially detrimental impact on economic growth have market prognosticators worried about the resulting side effects on financial markets.

Q3 2016 Quarterly Outlook

It seems like the investor thirst for yield is unending.

If You Miss A Day, You Can Miss A Lot

Every day this week had a top headline that is directly relevant to the market narrative at hand- some positive, some tragic.