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...
Explore thoughtful insights from Ron Albahary, LNW’s Chief Investment Officer, in our October Q4 2025 Economic Commentary. This quarter’s reflect...
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...
Why the markets are discounting inflation and betting that U.S. economic weakness is good news (think interest rate cuts). By David Baker, Senior Dire...
U.S. corporate profit margins could narrow quickly, especially if inflation surprises to the upside, prompting a broader re-evaluation of market prici...
