Lauren Goodwin and Julia Hermann examine a key question hanging over global allocation: do investors want out of the U.S.? This week’s episode explores what recent Treasury auction results and a weaker U.S. dollar reveal about investor sentimen...

At the New York Life Investments’ Global Investor Forum, one theme was loud and clear: the global investment landscape is undergoing structural change. And rather than “wait and see” how these structural changes play out, our gathering of globa...

Lauren Goodwin and Julia Hermann introduce the newest member of the Global Market Strategy team, Sarah Hirsch! Julia and Sarah break down the latest macro data, including how tariff pressures are working their way into consumer activity. They e...

Bond yields are rising, and tariffs are back in focus. This broader spectrum of policy uncertainty may require investors to adjust. Julia Hermann and 'Macro Mike’ LoGalbo discuss options for duration management and diversification this week on ...

U.S.–China tariffs have been rolled back – at least temporarily. Lauren Goodwin and Julia Hermann break down what this trade détente means for inflation, markets, and macro risks.