Market Matters from New York Life Investments

Long-term yields are rising, AI remains a powerful catalyst, and U.S. economic and corporate strength continue to support markets. Julia Hermann and Michael LoGalbo discuss the forces shaping the team’s outlook, the risks investors should be watching, and why today’s environment calls for a more selective approach.

This month, Market Matters is pressing replay on some of our greatest hits from the first half of 2026. Originally recorded on June 2, 2026, this episode explores how tokenization could reshape financial market infrastructure, from ownership and settlement to liquidity and investor access. 

The market is still evolving, but the core opportunities and risks remain h...

This month, Market Matters is pressing replay on some of our greatest hits from the first half of 2026. Originally recorded on January 20, 2026, this episode explores how the Fed is structured, why independence matters, and how risks to Fed independence could show up in markets.

Some developments may have changed since recording, but the framework remains relevant....