Episode Details
Back to EpisodesMacro Pulse: the cycle extends but volatility returns (March 9, 2026)
Published 1 month ago
Description
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.