Last Week
After the Cut: Global Allocation for a New Rate Regime
September 30, 2025
The Fed’s shift toward easing marks an important turning point for global markets. Sarah Hirsch explains why investors should look beyond the headlines of rapid Fed cuts and focus on the implications for allocation.
Investment Themes for a Rapidly Changing World
Defense budgets are at records, trade barriers are rising, and governments are prioritizing security over efficiency.
Private Markets Outlook - Navigating a Global Market Reset
Private markets are entering a new phase of recalibration and opportunity.
The Fed’s Labor Market Dilemma
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.
Subscribe to receive the latest macroeconomic commentary from New York Life Investments.
Subscribing gives consent to receive personalized online ads from NYL Investments.