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Podcast: Market Matters from New York Life Investment Management
Episode: Macro pulse: turning leaves, turning points (September 8, 2025)
Description: Capital markets have priced out the worst-case scenario from U.S. policy uncertainty, but policy risks remain. Join Julia Hermann and Sarah Hirsch as they discuss the September Macro Pulse, examining what policy risks mean for inflation, the potential path for the Fed, and what it all means for investors.Â