Macro Pulse
Macro Pulse
Chart of the Week: the Fed went big
WEEK OF SEPTEMBER 19, 2024
The Fed went big.
Long story short: though a fair amount of excitement preceded it, this was a snoozer meeting with two main takeaways:
(1) that the Fed is cutting matters more for allocation than their path in the near term, and
(2) we won’t get much clarity on the “end game” of rate cuts until after the election.
NEW! Macro Pulse: Holistic global economic, geopolitical, and asset allocation views.
Market Matters Podcast
THIS WEEK: The first debate between Donald Trump and Kamala Harris has investors talking about what’s at stake in the U.S. election and who could win. Host Lauren Goodwin welcomes Jeff Bush of the Washington Update for his take on all things politics.
Market Insights Video Series:
Three changes in investor focus
U.S. economic data has changed. With investors and the Fed now focusing more on the labor market and growth than inflation, market behavior may look different in the autumn than it did over the summer. This has important implications for asset allocation.
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.