Blog

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

Dunham Deep Dive 2/7/2025

Overvalued Markets, China’s Trade Dilemma, and Easing Liquidity

The Buffett Indicator has surged past 200%, signaling a potential market bubble. Meanwhile, new U.S. tariffs on China could strain its already frag...

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Dunham Deep Dive 1/31/2025

AI Shake-Up, "Eggflation", and the Market’s Hidden Leverage Bet

AI faces a reckoning as China’s DeepSeek disrupts the market, forcing price cuts and reshaping competition. Meanwhile, egg prices soar amid an avia...

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Dunham Deep Dive 1/17/2025

Slower Inflation Hopes, A Shipping Slump, and A Population Surge - Key Trends to Watch

December’s inflation slowdown lifted markets, but rising oil prices & money supply could keep pressures high. The Cass Freight Index signals weakne...

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Dunham Deep Dive 1/10/2025

Trillion-Dollar Climate Liabilities, Corporate Bankruptcies, and China's Economic Slump

Climate risks push home insurance costs up 55% since 2019, with $1T in state liabilities. Corporate bankruptcies hit a 14-year high, yet tight bond...

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Dunham Deep Dive 12/20/2024

Looming Government Shutdown, Rate Cut Turmoil, and Brazil’s Economic Crisis

A looming U.S. shutdown, Fed rate cut turmoil, and Brazil’s spiraling debt crisis are shaking markets and eroding trust. With global ripples affect...

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Dunham Deep Dive 11/29/2024

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

Q3 GDP rose 2.8%, powered by defense spending but raising concerns about inflation and rising debt. The U.S. Treasury faces a $7 trillion refinanci...

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Dunham Deep Dive 11/22/2024

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

From U.S. grads grappling with debt and fewer jobs to Japan’s inflation-hit households cutting back, and Germany’s economic slowdown threatening th...

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Dunham Deep Dive 11/15/2024

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

Here are three financial trends shaping the global economy: China’s $1 trillion trade surplus, the rise of double defaults in commercial real estat...

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Dunham Deep Dive 10/25/2024

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

Shrinkflation is shrinking product sizes while prices remain unchanged, hitting one-third of everyday items. Meanwhile, the CPI misses key costs li...

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Dunham Deep Dive 10/11/2024

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

Dive into three critical economic insights this October, from the U.S. federal deficit hitting $1.8 trillion to South Korea's export trends and the...

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Dunham Deep Dive 9/20/2024

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

Multifamily housing completions hit a 50-year high in August, which could ease rents and help affordability. Meanwhile, the Fed's aggressive rate c...

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