Market Matters from New York Life Investments

Author: New York Life Investments

Hosts Lauren Goodwin and Julia Hermann bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of whats driving portfolio decision-making at New York Life Investments.
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Macro Pulse: the cycle extends but volatility returns (March 9, 2026)
Monday, 9 March, 2026

The year has started with a tug-of-war between resilient growth and rising policy risk, and the path forward for markets will likely continue to be punctuated by event risk. In this Macro Pulse update, Julia Hermann and Michael LoGalbo discuss how geopolitical regime change, AI concentration, and supportive U.S. policy are shaping the base case.