Podcast Episodes
Back to SearchMacro Pulse, Part 2: our latest asset class views (April 22, 2024)
NYLIM’s Global Market Strategy team is handing listeners their allocation playbook. Lauren Goodwin, Julia Hermann, and Michael LoGalbo have teamed up…
1 year, 11 months ago
Macro Pulse: our latest economic views (April 15, 2024)
This week on the podcast, Lauren Goodwin, Julia Hermann, and Michael LoGalbo launch their new economic outlook series: Macro Pulse. Tune in for their…
2 years ago
TikTok, chips, and the U.S.-China tech squabble (April 8, 2024)
The U.S.-China tech relationship has risen to the top of many investors’ geopolitical concerns. From TikTok to chip production, the past few weeks ha…
2 years ago
Did immigration deliver a soft landing? (April 1, 2024)
New data on immigration into the U.S. has sparked new discussions among economists. Is it the missing link to explain strong economic growth? Lauren …
2 years ago
The end of negative rates (March 25, 2024)
The Bank of Japan’s historic decision to end its Negative Interest Rate Policy has far-reaching implications for global investors. Lauren Goodwin and…
2 years ago
Inflation: the long slog back to target (March 18, 2024)
2 months of slightly-too-hot inflation. A Fed meeting this week. A market eager for interest rate cuts. Lauren Goodwin and Julia Hermann are standing…
2 years ago
Thinking through dollar-based returns (March 11, 2024)
The dollar’s up – but what does a strong dollar really mean for investors? Julia Hermann and Michael LoGalbo navigate the maze of recent short-term d…
2 years, 1 month ago
Off to the races: Super Tuesday and the U.S. Election (March 4, 2024)
This week, Super Tuesday marks a major point of progress in the 2024 U.S. president election. As candidates’ policies firm up, Lauren Goodwin and Jul…
2 years, 1 month ago
The Magnificent 1? (February 26, 2024)
The market’s late cycle jitters have been assuaged by the persistent AI trend, with a single company in the forefront. Lauren Goodwin and Julia Herma…
2 years, 1 month ago
China: de-risk, or de-couple? with MacKay Shields (February 12, 2024)
China’s economic woes have been in the news lately, but investors’ picture is more dynamic: should we focus more on the risks of China’s old economic…
2 years, 2 months ago