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Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Macro 11/8/2024

Emerging Markets: The Good, the Bad, and What You Need to Know

Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot...

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Macro 11/1/2024

The De-Dollarization Dream: Why a BRICS Currency Is Still Out of Reach

Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h...

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Macro 10/18/2024

The Rise of Fiscal Dominance: A Tug-of-War Between the Fed and Treasury

As the 2024 elections approach, U.S. deficits are set to rise regardless of who wins. Fiscal dominance - where government borrowing overpowers the ...

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Macro 10/4/2024

China’s Bazooka Stimulus: Can the New Economic Measures Boost Growth and Revive Its Property Market?

China’s stimulus aims to boost growth amid struggling property markets, weak consumption, and mounting debt. Measures include credit expansion and ...

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Macro 9/27/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Mortgage refinancing surges as rates hit a 2-year low, offering savings but with upfront costs that may take years to recoup. Meanwhile, the U.S. s...

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Macro 9/13/2024

Student Loan Crisis: A Growing Problem That Will Soon Hit Credit Scores

Missed student loan payments are set to impact credit scores starting next month, as the effects of pandemic-era relief fade. Discover how this shi...

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Macro 9/6/2024

The Yield Curve Just Un-Inverted - Here’s Why That’s a Red Flag

The yield curve just un-inverted, which might seem positive - but history tells a different story. An un-inversion often signals economic trouble a...

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Macro 8/23/2024

Are We Already in a Recession? Labor Market Signals an Economic Downturn

The U.S. economy may be on the brink of a recession, with revised employment data revealing the worst job losses since 2009. The Sahm Rule is signa...

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Macro 8/19/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

U.S. consumers missing payments hit 3-year highs as household debt reaches $17.8T, risking economic downturn. China's falling home prices threaten ...

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Macro 8/9/2024

The Rise and Fall of the Vola-Saurus Rex: Wall Street’s Short Volatility Beast

Wall Street’s beloved 'Vola-Saurus Rex' – the bloated beast of low volatility bets – met its untimely demise in a whirlwind of economic fears. Inve...

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Macro 8/2/2024

Auto Sector Crisis Deepens: Will It Get Worse?

Rising inventory and falling sales plague the auto sector. High car prices and tight credit make auto loans essential but unaffordable for many. Au...

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