(NEW!) Macro Pulse offers holistic global economic, geopolitical, and asset allocation views. We start with where we are in the economic cycle, dive deeper into long-term themes, and then provide our top investment ideas.


Macro Pulse: Walking the tightrope

Updated April 2024 

The past six months have marked a soft landing in the United States, where steady disinflation, still-strong economic activity, and the promise of Fed rate cuts have sent risk asset valuations higher. The question now is whether this can continue.

We believe the next 3 months mark a major inflection point for global asset allocation. Will U.S. growth slow, allowing rates to decline and global growth to converge? Or will it re-firm, increasing the likelihood of a more pronounced credit cycle?

Hear from the team: CE Webinar

Macro Pulse: Walking the Tightrope
Date: Tuesday, April 16
Time: 1-2 PM ET
CE Credit: Accepted for 1 CFP, CPE, CPFA/QPFC, SHRM, CLU/ChFC, TX CPA, IWI/CIMA/CPWA

Register Here >

Speakers

  • Lauren Goodwin, CFA, Chief Market Strategist, New York Life Investments
  • Julia Hermann, Global Market Strategist, New York Life Investments 
  • Michael LoGalbo, CFA, Global Market Strategist, New York Life Investments 

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