Macro Pulse
Macro Pulse
Chart of the Week: Stars, stripes, and charts
WEEK OF JUNE 30, 2024
As we celebrate our nation's birthday, this week's note features a selection of patriotic-themed charts offering macro insights for you to ponder while you’re waiting for the fireworks to start.
NEW! Macro Pulse: Holistic global economic, geopolitical, and asset allocation views.
Market Matters Podcast
THIS WEEK: Lauren Goodwin hosts Alex Cook, Head of Strategic Capabilities at New York Life, as they explore how artificial intelligence is ushering in transformation at New York Life. They focus on AI’s practical applications, ethical considerations, and the future impact of AI on client and company outcomes.
Market Insights Video Series:
Checking in on the consumer
Slowing spending indicators are suggesting consumers may be tightening their budgets. The Global Market Strategy team takes a deeper look at what cooler consumer spending means for the economy and the Fed.
Featured Insights
Featured Insights
Swan Lake: The Risks That Would Most Disrupt Consensus in 2024
Understand the possible domino effects of potential ‘black swan’ events – and the disruptive risks.
Get our guide! Focus on policy over political noise, and explore investment opportunities.
In our conversations with investors, we’ve identified four common concerns that will likely remain top-of-mind.
Amidst a backdrop of intense geopolitical turmoil, we explore the potential domino effects that could impact macro economic trends.
With our economic outlook in mind, we make the compelling case for rebalancing stocks and bonds, and diversification.
2024 Outlook: Choose Your Own Adventure
(re)globalization
New 60/40
4 Myths of Private Credit
Q4 2023 Outlook: Removing Four Investor Roadblocks
2023 Midyear Outlook: Five Keys to Weather the Cycle
2023 Outlook: The New Recession Playbook
About Global Market Strategy
About Global Market Strategy
About Global Market Strategy
Our team of market strategists connects macroeconomics to asset allocation. Leveraging proprietary research alongside the breadth and depth of the New York Life Investments platform, we provide actionable insight into market-driving events, structural themes, and portfolio construction to empower investment decision-making.