Macro Pulse: macro spillovers from the Strait (April 6, 2026)
About this episode
The episode discusses the impact of geopolitical tensions on the macro outlook and its implications for investment portfolios.
Geopolitical tensions are moving into the core macro outlook, with energy markets, inflation, and policy all increasingly interconnected. Tune in as Julia Hermann and Michael LoGalbo break down how their base case has evolved and what it means for portfolios.
More episodes of Market Matters from New York Life Investment Management
- Around the world: war in Iran and the global economy (April 27, 2026)
- The macro impact of AI, with special guest Steve Friedman (April 20, 2026)
- Credit and conflict: the stories moving markets
- Great power politics in action (March 30, 2026)
- Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)
- Is broader better? (March 16, 2026)
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