PODCAST · business
Market Matters from New York Life Investment Management
by New York Life Investment Management
The Global Market Strategy team brings a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investment Management.
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305
Q1 earnings season: strength before resilience is tested (May 18, 2026)
The market broadened, but profitability leadership still matters. On Market Matters, Julia Hermann and Sarah Hirsch discuss Q1 earnings, AI-related capex, margin resilience, and the risks that could make the earnings picture less uniformly positive from here.
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304
What’s next for the U.S. Treasury curve (May 11, 2026)
Markets are focused on near-term inflation, even as U.S. debt has crossed 100% of GDP. In this episode of Market Matters, Julia Hermann and Sarah Hirsch explore what this disconnect means for the Treasury curve and why they see a potential shift toward steepening ahead.
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303
Macro Pulse: Pricing past the blockade (May 4, 2026)
Markets are showing resilience, but rising geopolitical risk and policy divergence are reshaping the investment landscape. Julia Hermann and Michael LoGalbo break down the latest Macro Pulse report and what it means for portfolios.
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ABOUT THIS SHOW
The Global Market Strategy team brings a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investment Management.
HOSTED BY
New York Life Investment Management
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