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

Video: Economic Flash March 2026

Investments

March 3, 2026

Video: Economic Flash March 2026

Dave Baker shares LNW’s March 2026 market update, covering softer U.S. growth, cooling inflation, sector rotation, and global trends. He discusses e...
Economic Flash: Middle East Tension Boils Over

Investments

March 3, 2026

Economic Flash: Middle East Tension Boils Over

Markets entered March amid easing inflation pressures, shifting rate expectations, and renewed policy uncertainty. This month’s Economic Flash exami...
Economic Flash: A Shift in Market Momentum

Investments

February 5, 2026

Economic Flash: A Shift in Market Momentum

Market momentum shifted in January, with large tech facing renewed scrutiny while small caps surged. Investors appear to be pricing in a smooth path t...
Video: Economic Flash February 2026

Investments

February 5, 2026

Video: Economic Flash February 2026

Dave Baker’s February 2026 Flash Report reviews the U.S. economy, market leadership, and portfolio positioning. He discusses shifting market momentu...
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...

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Video: Economic Flash March 2026

Economic Flash: Middle East Tension Boils Over

Economic Flash: A Shift in Market Momentum

Video: Economic Flash February 2026

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