Macro Pulse
Macro Pulse
Two Forces, One Strong Dollar
WEEK OF NOVEMBER 17, 2024
Do America-first policies mean a strong dollar? The currency market certainly seems to think so. The dollar index recently hit 2022 highs as markets price in widening growth and rate differentials. This week’s note covers two main drivers of dollar strength – America-first policies and economic outperformance – and what investors should watch going forward.
NEW! Macro Pulse: Holistic global economic, geopolitical, and asset allocation views.
Market Matters Podcast
THIS WEEK: It’s been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters.
Market Insights Video Series:
Post-Election Analysis
Trump has secured a second term. With Republicans controlling the Senate and likely the House, what are key policy areas investors should focus on?
Featured Insights
Featured Insights
2024 Global Private Markets Outlook
A comprehensive exploration of the global private markets landscape.
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.
Swan Lake: The risks that would most disrupt consensus in 2024
The Investor’s Guide to Election Years: 2024 Edition
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.
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