Macro Pulse
Macro Pulse
Chart of the Week: Trump vs. Harris – Does anything change?
WEEK OF JULY 28, 2024
Vice President Kamala Harris appears to be stepping in as Biden is stepping aside. Investors are wondering what this means for the election, but the truth is the race between Trump and Harris looks a lot like Trump vs. Biden. Trump is still polling ahead of Democrats, but the margin shrunk after Biden withdrew. In this week’s note we highlight the key policy areas of this election and where the key differences are.
NEW! Macro Pulse: Holistic global economic, geopolitical, and asset allocation views.
Market Matters Podcast
THIS WEEK: It’s midyear Macro Pulse time! Lauren Goodwin, Julia Hermann, and Michael LoGalbo share their midyear outlook, including an updated economic view, thoughts on the Fed, why small caps are rallying, and their best allocation ideas.
Market Insights Video Series:
Prepare to pivot: Are we close to a rate cut?
The economic conditions around the Fed cutting rates have finally changed. So, what does that mean for rates and the market?
Featured Insights
Featured Insights
Swan Lake: The Risks That Would Most Disrupt Consensus in 2024
Understand the possible domino effects of potential ‘black swan’ events – and the disruptive risks.
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.
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.