The Fed's Back at It

September 15, 2025

The Fed is set to deliver its first rate cut in nine months. What does the latest jobs revision and inflation data mean for markets and for your portfolio? Lauren Goodwin and Julia Hermann break it down in this week’s Market Matters from New York Life Investments.

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Macro Pulse: Turning Leaves, Turning Points

September 8, 2025

Capital markets have priced out the worst-case scenario from U.S. policy uncertainty, but policy risks remain. Join Julia Hermann and Sarah Hirsch as they discuss the September Macro Pulse, examining what policy risks mean for inflation, the potential path for the Fed, and what it all means for investors.


 

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Recent Episodes

Private Markets: Navigating a Global Market Reset
From diverging interest rate cycles to policy uncertainty, the first half of 2025 shifted private markets.
Flows Speak Louder Than Fears: The Latest on U.S. Asset Demand
The narrative of a global exit from U.S. assets has been loud this year, but the data tells a different story.
The Leaning Tower of Austerity: The Future of Sovereign Debt in Europe
Europe has a strong legacy of fiscal discipline, but often at the cost of productive investment.
The Great Wall of Liabilities: The Future of Debt in China
The team’s series on sovereign debt sustainability continues, this week with a focus on China.
The Future of U.S. Sovereign Debt
Join Julia and Steve for a deep dive into the sustainability – or lack thereof – of public debt in the United States.
Trust or Bust: The Megatrend of Global Debt Sustainability
Your hosts will launch the team’s latest megatrend research on global debt sustainability: can major economies keep up all this spending?


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