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Macro Pulse
The latest global economic, geopolitical, and asset allocation views.
Trump Trades - Fade or Follow headline can extend across
Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
Coming soon
Happy Thanksgiving! The Global Market Strategy team extends warm holiday wishes to all. While families gather to celebrate, markets are in a festive mood as well. Stocks, yields, and the dollar have all climbed following the election results. Investors face the challenge of discerning which opportunities have staying power. In this week’s note, we outline the trades investors should consider fading or following amid all the market noise.
Trump has secured a second term. With Republicans controlling the Senate and likely the House, what are key policy areas investors should focus on?
The Trump Trades: Fade or Follow?
The market is buzzing with post-election “Trump trades”. learn which ones to follow and fade.
Hear More Market Matters Podcasts >
The Trump Trades: Fade or Follow?
It’s been a couple weeks, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break it down.
Trump has secured a second term. With Republicans controlling the Senate and likely the House, what are key policy areas investors should focus on?
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Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
Coming soon
2024 Swan Lake
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Investor's Guide to Election Years: Lorem ipsum dolor sit amet favorea.
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Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
Coming soon
The innovation S-curve: Stages of AI adoption over time
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Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
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Key insights covered:
- Navigating interest rate cycles
- Liquidity landscape
- Asset class exploration
- Emerging opportunities
Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
Coming soon
Market Matters: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eius.
Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
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.
Lauren Goodwin
Chief Market Strategist
Julia Mermann
Global Market Strategist
Michael LoGalbo
Global Market Strategist
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