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...
October’s market moves reflect a delicate dance between deteriorating data and investor optimism. AI-led equity gains contrast with economic soft sp...
As October kicks off, markets are digesting the Fed’s first rate cut since 2024 amid rising unemployment and sticky inflation. Despite a strong Q3...
Markets remain resilient, but cracks are forming. This video explores Fed policy, AI spending risks, labor softness, and shifting consumer sentiment...
Fed independence faces scrutiny, consumer spending softens, and corporate margins tighten. While risk assets remain resilient, rising volatility and s...
As political pressure mounts on the Fed and economic signals turn mixed, investors face rising uncertainty. This video explores key risks—from infla...
