Market Matters from New York Life Investment Management
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Great power politics in action (March 30, 2026)
18 mins; March 30, 2026
Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)
15 mins; March 23, 2026
Is broader better? (March 16, 2026)
16 mins; March 16, 2026
Macro Pulse: the cycle extends but volatility returns (March 9, 2026)
19 mins; March 09, 2026
There is no place like (an affordable) home (March 2, 2026)
13 mins; March 02, 2026
Thoughts from the road (February 17, 2026)
15 mins; February 17, 2026
Extending the cycle: growth and opportunity across private markets (February 9, 2026)
12 mins; February 09, 2026
Searching for Black Swans in 2026 (Part 1) (February 2, 2026)
21 mins; February 02, 2026
Two economies, one headline: the implications of a K-shaped economy (January 26, 2026)
14 mins; January 26, 2026
A full guide to Fed independence (January 20, 2026)
18 mins; January 20, 2026
Sticky questions from our U.S. wealth conference (January 12, 2026)
19 mins; January 12, 2026
Putting cash to work in the new year (January 5, 2026)
12 mins; January 05, 2026
Our holiday ode to the markets (December 15, 2025)
6 mins; December 15, 2025
Will the gold rush extend into 2026? (December 9, 2025)
12 mins; December 08, 2025
Charting the year ahead: Outlook for 2026 (December 1, 2025)
26 mins; December 01, 2025
What to do about the dollar in 2026 (November 17, 2025)
14 mins; November 17, 2025
Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
40 mins; November 10, 2025
Is AI in a bubble? It’s a marathon, not a sprint (November 3, 2025)
21 mins; November 03, 2025
Top investor questions from recent travels (October 20, 2025)
23 mins; October 21, 2025
Two fallen governments, one common problem (October 13, 2025)
16 mins; October 13, 2025
How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025)
18 mins; October 06, 2025
Investment themes for a changing world order (September 29, 2025)
16 mins; September 29, 2025
Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025)
17 mins; September 22, 2025
The Fed’s back at it (September 15, 2025)
17 mins; September 15, 2025
Macro pulse: turning leaves, turning points (September 8, 2025)
19 mins; September 08, 2025
Private markets: navigating a global market reset (September 1, 2025)
18 mins; September 01, 2025
Flows speak louder than fears: the latest on U.S. asset demand (August 25, 2025)
15 mins; August 25, 2025
The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025)
39 mins; August 11, 2025
The great wall of liabilities: the future of debt in China (August 4, 2025)
22 mins; August 04, 2025
The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)
24 mins; July 28, 2025
Trust or bust: the megatrend of global debt sustainability (July 21, 2025)
28 mins; July 21, 2025
Pollyanna can’t ignore tariffs forever (July 14, 2025)
20 mins; July 14, 2025
Macro in the midyear sun (July 7, 2025)
26 mins; July 07, 2025
Geopolitics “live”: U.S.-Iran-Israel conflict (June 30, 2025)
14 mins; June 30, 2025
Do investors really want out of U.S. assets? (June 23, 2025)
23 mins; June 23, 2025
Top takeaways from our Global Investor Forum (June 16, 2025)
20 mins; June 16, 2025
Breadcrumbs of Softness (June 9, 2025)
14 mins; June 09, 2025
Accepting new policy and market realities (June 2, 2025)
12 mins; June 02, 2025
Could lower tariffs mean higher inflation? (May 19, 2025)
15 mins; May 19, 2025
Geopolitical risk in a shifting world order (May 12, 2025)
15 mins; May 12, 2025
Checking in on the U.S. private markets, with Apogem and Bow River (May 5, 2025)
38 mins; May 05, 2025
Shifting market correlations (April 28, 2025)
8 mins; April 28, 2025
Top investor questions (April 21, 2025)
19 mins; April 21, 2025
Market strategy with special guest Brian Levitt (April 14, 2025)
27 mins; April 14, 2025
A defining moment for global trade (April 7, 2025)
24 mins; April 07, 2025
Tariff Tuesday (March 31, 2025)
14 mins; March 31, 2025
Risks vs reality: our take on recent market volatility (March 17, 2025)
14 mins; March 17, 2025
Are changes in Europe a game changer for investments? (March 10, 2025)
27 mins; March 10, 2025
What to do when stellar earnings aren’t enough (March 3, 2025)
10 mins; March 03, 2025
Private Markets Series: Our latest take on the private markets (February 24, 2025)
24 mins; February 25, 2025
Inflation on the accelerator (February 17, 2025)
18 mins; February 17, 2025
Dealing with market disruptions (February 10, 2025)
19 mins; February 10, 2025
Searching for Black Swans (Part 2) (February 3, 2025)
17 mins; February 03, 2025
Searching for Black Swans (Part 1) (January 27, 2025)
18 mins; January 27, 2025
Biden’s Last Business Day (January 17, 2025)
14 mins; January 17, 2025
Is the 9-to-5 pushing yields to 5%? (January 13, 2025)
16 mins; January 13, 2025
Our Top 5 Questions for 2025
17 mins; January 06, 2025
NYLIM Before Christmas (December 23, 2024)
8 mins; December 23, 2024
The bull-bear battles of 2025 (December 16, 2024)
21 mins; December 17, 2024
Views from the road (December 9, 2024)
21 mins; December 09, 2024
What’s next for the AI trade (December 2, 2024)
16 mins; December 02, 2024
The Trump Trades: Fade or Follow? (November 18, 2024)
16 mins; November 19, 2024
Ballots, Bulls, and Bears: Trumped-Up Markets (November 11, 2024)
36 mins; November 11, 2024
Ballots, Bulls, and Bears: Policy continuity (November 4, 2024)
10 mins; November 04, 2024
Rates back on the rise (October 28, 2024)
12 mins; October 28, 2024
Ballots, Bulls and Bears: global allocation with Nadège Dufossé (October 21, 2024)
13 mins; October 28, 2024
The moderate, middling, muddle-through economy (October 14, 2024)
20 mins; October 14, 2024
Ballots, Bulls and Bears: Tax policy and municipal bonds (October 7, 2024)
18 mins; October 07, 2024
Ballots, Bulls, and Bears: the view from Washington (September 30, 2024)
24 mins; September 30, 2024
Neutral or bust! (September 23, 2024)
14 mins; September 23, 2024
Ballots, Bulls and Bears: What’s at stake in the U.S. election, and who could win (September 16, 2024)
23 mins; September 16, 2024
Private markets series: Real estate turning points with Tristan and NYL Real Estate Investors (September 9, 2024)
29 mins; September 09, 2024
Private markets series: Private credit with Kartesia and Apogem Capital (September 2, 2024)
27 mins; September 02, 2024
Private markets series: the private equity landscape with Apogem Capital (August 26, 2024)
32 mins; August 26, 2024
Private markets series: The democratization of private markets with Bow River Capital (August 19, 2024)
24 mins; August 19, 2024
Private markets series: our capital markets outlook (August 12, 2024)
17 mins; August 12, 2024
Medal worthy? Q2 earnings season (August 5, 2024)
9 mins; August 05, 2024
2024 U.S. election: Policy, not politics (July 29, 2024)
15 mins; July 29, 2024
What small caps have to do with our recession view (July 22, 2024)
13 mins; July 22, 2024
Prepare to (Fed) Pivot (July 15, 2024)
13 mins; July 15, 2024
Across the pond: summer election readout (July 8, 2024)
11 mins; July 08, 2024
New frontiers in AI: in conversation with Alex Cook
20 mins; June 24, 2024
Investments in AI infrastructure with Simon Martin (June 17, 2024)
16 mins; June 17, 2024
Venturing into AI with Joel Albarella (June 10, 2024)
28 mins; June 10, 2024
Artificial Intelligence: from imagination to investment (June 3, 2024)
18 mins; June 03, 2024
Managing geopolitical risk in portfolios (May 20, 2024)
14 mins; May 20, 2024
U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024)
23 mins; May 06, 2024
U.S. banks check-up with Mark Kehoe (April 29, 2024)
24 mins; April 24, 2024
Macro Pulse, Part 2: our latest asset class views (April 22, 2024)
15 mins; April 22, 2024
Macro Pulse: our latest economic views (April 15, 2024)
18 mins; April 15, 2024
TikTok, chips, and the U.S.-China tech squabble (April 8, 2024)
16 mins; April 08, 2024
Did immigration deliver a soft landing? (April 1, 2024)
9 mins; April 01, 2024
The end of negative rates (March 25, 2024)
9 mins; March 25, 2024
Inflation: the long slog back to target (March 18, 2024)
16 mins; March 18, 2024
Thinking through dollar-based returns (March 11, 2024)
11 mins; March 11, 2024
Off to the races: Super Tuesday and the U.S. Election (March 4, 2024)
13 mins; March 04, 2024
The Magnificent 1? (February 26, 2024)
12 mins; February 26, 2024
China: de-risk, or de-couple? with MacKay Shields (February 12, 2024)
15 mins; February 12, 2024
Stepping out of cash with MacKay Shields (February 5, 2024)
13 mins; February 02, 2024
Fed pivot purgatory (January 29, 2024)
14 mins; January 29, 2024