Blog | Dunham

Quarterly Pulse 7/10/2025

Q2 2025 Dunham Quarterly Pulse: Economic Trends, Market Insights & Strategic Shifts

The Q2 2025 Dunham Quarterly Pulse breaks down weakening global growth, persistent inflation, and shifting rate expectations. Explore key insights,...

Crypto 7/8/2025

Crypto for Financial Advisors: A Jargon-Free Cheat Sheet for Client Questions

Clients are driving more crypto conversations than advisors, but many advisors still feel underprepared. This guide offers a plain-English crypto c...

Dunham Deep Dive 7/3/2025

OPEC’s Oil Flood, BNPL’s Credit Hit, and Copper’s Global Squeeze

OPEC’s oil flood accelerates as Saudi Arabia shifts strategy, BNPL debt enters FICO scores exposing hidden consumer risk, and a historic copper squ...

DunhamDC 7/1/2025

The DunhamDC Sell Greed Triggers on Friday June 27, As the Market Hits a New High

On June 27, 2025, as the S&P 500 hit record highs, the DunhamDC algorithm triggered a "Sell Greed" signal, reducing equity exposure to minimums. Th...

Macro 6/27/2025

AI Infrastructure Boom: How Data Centers and Uranium Power the Fourth Industrial Revolution

The AI and data center boom is fueling a trillion-dollar digital infrastructure buildout—but it’s also straining the U.S. power grid. As utilities ...

Retirement 6/24/2025

The Longevity-Inflation Trap: Why Conservative Retirement Portfolios May Fail

In this seventh installment, we unveil the Longevity-Inflation Impact and Target Sustainability Rate™—two concepts revealing why "safe" retirement ...

Macro 6/20/2025

China’s Auto Price War Is a Warning for Global Markets

China’s auto price war—sparked by BYD’s deep discounts—has gutted profits, flooded markets, and revealed the cracks in Beijing’s growth model. Now,...

Retirement 6/17/2025

Multi-Generation Retirement™: Why One Nest Egg May Need to Support Three Generations

Longer lifespans are reshaping retirement. This article introduces Multi-Generation Retirement™—a rising challenge where one portfolio may need to ...

Dunham Deep Dive 6/13/2025

Student Loans Tank Credit, Canada’s Steel Problem, And Japan’s Auto Crunch

Student loan delinquencies are surging, dragging down credit scores and spending. Canada ramps up tariffs to shield steel jobs from China’s export ...

Inflation 6/10/2025

The Overlooked Threat to Retirement: Understanding the Sequence of Inflation Risk

Retirees are living longer, and inflation's timing—not just its average—can make or break a portfolio. This article explores the overlooked threat ...

Dunham Deep Dive 6/6/2025

U.S. Trade Surges, Housing Inequality Deepens, and China’s Data Disappears

The U.S. trade deficit just posted a record narrowing, first-time homeownership has collapsed to historic lows, and China’s vanishing data raises r...