Posts
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Fixed Income Back in the Spotlight
Fixed Income Back in the Spotlight
In this paper, Dave Baker examines the forces driving today's bond market volatility, from inflation and interest rates to government borrowing and in...
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Video: Economic Flash September 2026
Video: Economic Flash September 2026
Markets rallied through cooling jobs data, sticky inflation, and a fresh Hormuz oil shock in August, proof that resilience, not efficiency, is now the...
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Economic Flash: The Price of Resilience
Economic Flash: The Price of Resilience
Markets rallied through cooling jobs data, sticky inflation, and a fresh Hormuz oil shock in August, proof that resilience, not efficiency, is now the...
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Economic Flash: A Wide Open Race?
Economic Flash: A Wide Open Race?
Diversification is finally having its moment. While the S&P 500 remains strong, 2026 has rewarded investors willing to look beyond large-cap technolog...
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Video: Economic Flash August 2026
Video: Economic Flash August 2026
The market story of 2026 is broader participation. Dave Baker discusses inflation, AI-related risks, shifting market leadership and why diversificatio...
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Washington State Millionaires Tax and Municipal Bond Portfolio Implications
Washington State Millionaires Tax and Municipal Bond Portfolio Implications
Washington historically has had no state income tax which meant Washington investors had little reason to prefer Washington municipal bonds over bonds...
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Video: Economic Flash July 2026
Video: Economic Flash July 2026
Explore the Monthly Economic Flash Report for July 2026, covering resilient US growth, rising inflation, and market shifts under a new Fed chair.
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Economic Flash: Changing Tides?
Economic Flash: Changing Tides?
The central question for investors today is not whether the long-term outlook for innovation in the US economy remains compelling—it does—but whet...
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Video: Economic Flash May 2026
Video: Economic Flash May 2026
April marked a swift shift from volatility to selective optimism, led by strong earnings, AI momentum, and broader market participation. Growth remain...
