Dave Baker shares LNW’s March 2026 market update, covering softer U.S. growth, cooling inflation, sector rotation, and global trends. He discusses e...
Markets entered March amid easing inflation pressures, shifting rate expectations, and renewed policy uncertainty. This month’s Economic Flash exami...
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...
Dave Baker’s February 2026 Flash Report reviews the U.S. economy, market leadership, and portfolio positioning. He discusses shifting market momentu...
U.S. markets ended 2025 near record highs, but economic realities diverge by income and region. International equities outperformed, gold led real ass...
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...
In this video, David Baker, Senior Director of Investment Strategy, explains why AI is today’s ‘red wheelbarrow’—central to market narratives...
December’s Economic Flash explores cooling U.S. growth, shifting investor focus toward defensive sectors, and the transformative impact of AI. With...
In this video, David Baker, Senior Director of Investment Strategy, breaks down the latest market dynamics, from AI-driven equity surges to inflation...
