Relief vs belief (June 22, 2026)
About this episode
This episode discusses the impact of easing oil-shock fears and a hawkish Fed on inflation and market positioning.
Markets are weighing easing oil-shock fears against a more hawkish Fed. In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss inflation, policy expectations, and what the latest market shifts mean for portfolio positioning.
More episodes of Market Matters from New York Life Investment Management
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- Separating signal from noise in private credit (June 29, 2026)
- The IPO wave that could reshape the market (June 15, 2026)
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