David Baker

Senior Director, Investment Strategy & Communications

David is Senior Director, Investment Strategy & Communications at LNW. While his focus is mainly on the numbers, David also writes the firm’s monthly Flash report and is a key contributor to LNW’s quarterly economic commentaries.

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Posts

Economic Flash: A Tale of Two Cities

Investments

January 6, 2026

Economic Flash: A Tale of Two Cities

U.S. markets ended 2025 near record highs, but economic realities diverge by income and region. International equities outperformed, gold led real ass...
Video: Economic Flash January 2026

Investments

January 6, 2026

Video: Economic Flash January 2026

The U.S. economy continues to grow, though not everyone feels the gains equally. While stocks reach new highs and international markets shine, some fa...
Video: Economic Flash December 2025

Investments

December 5, 2025

Video: Economic Flash December 2025

In this video, David Baker, Senior Director of Investment Strategy, explains why AI is today’s ‘red wheelbarrow’—central to market narratives...
Economic Flash: A Red Wheelbarrow

Investments

December 4, 2025

Economic Flash: A Red Wheelbarrow

December’s Economic Flash explores cooling U.S. growth, shifting investor focus toward defensive sectors, and the transformative impact of AI. With...
Video: Economic Flash November 2025

Investments

November 5, 2025

Video: Economic Flash November 2025

In this video, David Baker, Senior Director of Investment Strategy, breaks down the latest market dynamics, from AI-driven equity surges to inflation...
Economic Flash: Let’s Try it With a Blindfold

Investments

November 5, 2025

Economic Flash: Let’s Try it With a Blindfold

October’s market moves reflect a delicate dance between deteriorating data and investor optimism. AI-led equity gains contrast with economic soft sp...
Economic Flash: The Fed Feels the Heat

Investments

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

Investments

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

Investments

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.

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Economic Flash: A Tale of Two Cities

Video: Economic Flash January 2026

Video: Economic Flash December 2025

Economic Flash: A Red Wheelbarrow

Video: Economic Flash November 2025

Economic Flash: Let’s Try it With a Blindfold

Economic Flash: The Fed Feels the Heat

Economic Flash: Conflicting Signals Abound

Video: Economic Flash April 2025