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
Macro Pulse Midyear outlook: the narrowing path (July 20, 2026)
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New York Life Investment Management
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The first half of 2026 showed resilience, but the path ahead is narrowing. Julia Hermann and Michael LoGalbo discuss U.S. exceptionalism, AI-driven growth, limited Fed support, and what a more selective outlook means for portfolios.