The Weeks Where Decades Happen July 2, 2025 In June’s video, the “Big Beautiful Bill” had just passed in the House. Now, it has passed through the Senate and is awaiting a final House vote. In this month’s video, Walter unpacks the new fiscal...
June 12, 2025 – BBC World Business Report Will the tragic Air India crash impact South Carolina’s Boeing factory? Walter Todd was featured on the BBC World Business Report last week to discuss recent headlines and how they are impacting global economics....
June 5, 2025 – BBC Business Matters Walter joined Rahul Tandon and Karen Percy on BBC Business Matters today in a surprisingly light-hearted discussion of economic headlines around the world. They discussed how US debt and trade policy are impacting investors...
How Long Will the Market Rally? June 2, 2025 While the US Debt Ceiling has been on our radar for a while (see Walter’s Quarterly letters from last year), it is now starting to take center stage. In June’s First Week video, Walter shares the market’s...
May 22, 2025 – Bloomberg Intelligence Walter Todd was featured on Bloomberg Intelligence this week to discuss fixed-income moves and the broader market outlook. He shared our investment team’s bond strategy and how investors can navigate the volatility of...
