Additional Information For the first half of 2024, the U.S. economy has held up astonishingly well and inflation has gradually slowed. For many investors, this marks a “soft landing” – but it is far from the end of the road. As markets await the much-anticipated start of a monetary easing cycle, several questions persist.

In this quarter’s Macro Pulse Webinar, we will look to answer these questions, and offer insight into longer-term investment themes.

• Where are we in the U.S. economic cycle?
• What has contributed to economic resilience thus far, and what could still trigger a recession?
• As the U.S. presidential election nears, where do policy shifts have the potential to impact investors?
• How can investors build an AI allocation over time? 
• Implications for asset allocation and high conviction ideas.

Featured Speakers

• Lauren Goodwin, CFA, Chief Market Strategist, New York Life Investments
• Julia Hermann, CFA, Global Market Strategist, New York Life Investments
• Michael LoGalbo, CFA, Global Market Strategist, New York Life Investments

Conference website