Market Matters from New York Life Investments

Market Matters from New York Life Investments

Latest Episodes

TikTok, chips, and the U.S.-China tech squabble (April 8, 2024)
April 08, 2024

The U.S.-China tech relationship has risen to the top of many investors’ geopolitical concerns. From TikTok to chip production, the past few weeks have seen several developments in this relationship, carrying both risks and opportunities. Tune in as Laure

Did immigration deliver a soft landing? (April 1, 2024)
April 01, 2024

New data on immigration into the U.S. has sparked new discussions among economists. Is it the missing link to explain strong economic growth? Lauren Goodwin and Julia Hermann discuss what they learned – and what they didn’t – from the recent figures.  

The end of negative rates (March 25, 2024)
March 25, 2024

The Bank of Japans historic decision to end its Negative Interest Rate Policy has far-reaching implications for global investors. Lauren Goodwin and Julia Hermann discuss the shifts in Japans economy that allowed for this policy adjustment, and what it

Inflation: the long slog back to target (March 18, 2024)
March 18, 2024

2 months of slightly-too-hot inflation. A Fed meeting this week. A market eager for interest rate cuts. Lauren Goodwin and Julia Hermann are standing by their base case and sharing updated scenarios for prices ahead.  

Thinking through dollar-based returns (March 11, 2024)
March 11, 2024

The dollars up but what does a strong dollar really mean for investors? Julia Hermann and Michael LoGalbo navigate the maze of recent short-term dollar movements and how this can translate into an international investing approach.

Off to the races: Super Tuesday and the U.S. Election (March 4, 2024)
March 04, 2024

This week, Super Tuesday marks a major point of progress in the 2024 U.S. president election. As candidates policies firm up, Lauren Goodwin and Julia Hermann give investors a guide to whats still outstanding in the primaries, key policies on the table,

The Magnificent 1? (February 26, 2024)
February 26, 2024

The markets late cycle jitters have been assuaged by the persistent AI trend, with a single company in the forefront. Lauren Goodwin and Julia Hermann dissect this years equity market leadership, and what investors can do when opportunities feel concent

China: de-risk, or de-couple? with MacKay Shields (February 12, 2024)
February 12, 2024

Chinas economic woes have been in the news lately, but investors picture is more dynamic: should we focus more on the risks of Chinas old economic model, or the opportunities of its new one? Valentina Chen, co-head and portfolio manager of MacKay Shiel

Stepping out of cash with MacKay Shields (February 5, 2024)
February 02, 2024

Forecasts of short-term rates driven by Fed policy have been ever changing, but after the recent inflation print, it seems as though Fed Funds may have peaked. Investors looking to capture yields before they move lower may be able to do so through the bon

Fed pivot purgatory (January 29, 2024)
January 29, 2024

Even with inflation and the jobs market both running hot, many investors are convinced of an imminent cut in interest rates. Lauren Goodwin and Julia Hermann discuss how the Feds shift in tone has contributed to this renewed investor debate.