Macro Pulse: the cycle extends but volatility returns (March 9, 2026)
About this episode
Julia Hermann and Michael LoGalbo discuss the interplay of resilient growth and rising policy risk in the current market landscape.
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.
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
- Macro Pulse: macro spillovers from the Strait (April 6, 2026)
- Great power politics in action (March 30, 2026)
- Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)
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