Macro Pulse
Macro Pulse
Chart of the Week: Payrolls to payouts: discussing the labor market and dividends
WEEK OF OCTOBER 4, 2024
Now, back to business. The jobs report exceeded expectations with a strong payrolls print, and job openings remained elevated, suggesting the Fed won't be rushing to make drastic moves. The market is responding with higher rates and a stronger dollar. We also think it's also a good time to revisit dividend-paying equities as a reliable income source, which we discuss in more detail below.
NEW! Macro Pulse: Holistic global economic, geopolitical, and asset allocation views.
Market Matters Podcast
THIS WEEK: This episode shares the political landscape ahead of the 2024 U.S. election with Jon Paone and Kerry Cole, members of New York Life Insurance Company’s Office of Government Affairs.
Market Insights Video Series:
The Fed is cutting interest rates: what now?
The U.S. Federal Reserve is now cutting interest rates. This is good news for the economy, but a call to action for investors. Lower interest rates means that income opportunities are shifting, and investors may need to make changes.
Featured Insights
Featured Insights
2024 Global Private Markets Outlook
A comprehensive exploration of the global private markets landscape.
In our conversations with investors, we’ve identified four common concerns that will likely remain top-of-mind.
Amidst a backdrop of intense geopolitical turmoil, we explore the potential domino effects that could impact macro economic trends.
With our economic outlook in mind, we make the compelling case for rebalancing stocks and bonds, and diversification.
Swan Lake: The risks that would most disrupt consensus in 2024
The Investor’s Guide to Election Years: 2024 Edition
2024 Outlook: Choose Your Own Adventure
(re)globalization
New 60/40
4 Myths of Private Credit
Q4 2023 Outlook: Removing Four Investor Roadblocks
2023 Midyear Outlook: Five Keys to Weather the Cycle
2023 Outlook: The New Recession Playbook
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.
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