Posts
-
Economic Flash: The Fed Feels the Heat
September 3, 2025
Economic Flash: The Fed Feels the Heat
Fed independence faces scrutiny, consumer spending softens, and corporate margins tighten. While risk assets remain resilient, rising volatility and s...
-
Economic Flash: Conflicting Signals Abound
August 6, 2025
Economic Flash: Conflicting Signals Abound
U.S. corporate profit margins could narrow quickly, especially if inflation surprises to the upside, prompting a broader re-evaluation of market prici...
-
Video: Economic Flash April 2025
April 3, 2025
Video: Economic Flash April 2025
Why such high tariffs and why now? Perspective and insights from David Baker, Senior Director, Investment Strategy and Communications.
-
Video: Economic Flash March 2025
March 5, 2025
Video: Economic Flash March 2025
How we are navigating volatile markets and a year full of change. By David Baker, Senior Director, Investment Strategy and Communications.
-
Video: Economic Flash February 2025
February 5, 2025
Video: Economic Flash February 2025
What’s we’re watching closely as this volatile year unfolds. By David Baker, Senior Director, Investment Strategy and Communications.
-
Economic Flash: Vigilance amid Volatility
February 5, 2025
Economic Flash: Vigilance amid Volatility
Amid the deluge of news and U.S. policy uncertainty, perspective is everything.
-
Video: Economic Flash January 2025
January 6, 2025
Video: Economic Flash January 2025
Why 2025 calls for common sense portfolio strategies. By David Baker, Senior Director, Investment Strategy and Communications
-
Economic Flash: Capitalizing on Change
January 6, 2025
Economic Flash: Capitalizing on Change
While there is data to support another potentially rosy year for the markets, we present a handful of considerations that give us pause.
-
Video: Economic Flash December 2024
December 4, 2024
Video: Economic Flash December 2024
How we’re managing risk as markets soar to new highs. By David Baker, Senior Director, Investment Strategy and Communications.