Last Week
The Fed's Labor Market Dilemma
August 11, 2025
July’s jobs report missed expectations, but the real story is in the sharp downward revisions to previous months, pointing to softening labor demand. We break down what this means for the Fed, rate cuts, and the markets ahead.
Political and Policy Pressures on the Fed
Julia Hermann explores new sources of pressure on Fed policy, including a broader spectrum of policy uncertainty, political scrutiny, and the market recovery.
Dollar Demand Disrupted?
“Macro Mike” LoGalbo explores why the dollar is dropping despite Fed policy and what shifting global flows reveal about investor sentiment and market risks.
A Look Inside the Global Investor Forum
Lauren Goodwin explores key insights from New York Life Investments' Global Investor Forum.
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