Macro Pulse
Macro Pulse
Chart of the Week: Can corporate earnings climb the ‘wall of worry’?
WEEK OF APRIL 28, 2024
Corporate earnings have remained resilient, but they are now contending with a decelerating economy – GDP figures came in well below expectations – as prices continue to climb. This comes at a time when companies are increasingly confronting a growing 'wall of worry.' In this week's note, we'll explore whether earnings can overcome this 'wall' and whether these recent challenges signal the onset of a bear market. Here's what we're seeing.
(NEW!) Macro Pulse: Holistic global economic, geopolitical, and asset allocation views.
Market Matters Podcast
THIS WEEK: Lauren Goodwin, Julia Hermann, and Michael LoGalbo have teamed up to stack up their macro views, allocation approaches, and specific asset class views to help investors navigate not just this cycle, but the next.
Market Insights Video Series:
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Sticky inflation is creating a challenging situation for the Fed. With the market pricing out near-term Fed cuts, our Global Market Strategy team shares their views on when the Fed could begin its rate cutting cycle.
Featured Insights
Featured Insights
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(re)globalization
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About Global Market Strategy
About Global Market Strategy
About Global Market Strategy
Our team of market strategists connects macroeconomics to asset allocation. Leveraging proprietary research alongside the breadth and depth of the New York Life Investments platform, we provide actionable insight into market-driving events, structural themes, and portfolio construction to empower investment decision-making.