Market Matters from New York Life Investment Management
The Global Market Strategy team brings a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investment Management.
Market Matters from New York Life Investment Management
Q1 2023: The Forgotten Earnings Season? (May 15, 2023)
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Earnings growth is negative this quarter, but nobody’s talking about it. Lauren Goodwin and "Macro Mike" LoGalbo break down how even negative earnings growth can be better than expected, and whether market price action is reflecting these fundamentals.