In this video, David Baker, Senior Director of Investment Strategy, explains why AI is today’s ‘red wheelbarrow’—central to market narratives and productivity hopes. He also covers Fed policy signals, credit spreads, and portfolio strategies for 2026, emphasizing adaptability and discipline as key to navigating opportunity amid shifting economic dynamics.
Video: Economic Flash December 2025
Sign Up For Monthly Economic Flash
Find out how all major financial markets are performing and why.
"*" indicates required fields
