Did immigration deliver a soft landing? (April 1, 2024)

04/01/24 • 9 min

Market Matters from New York Life Investments

New data on immigration into the U.S. has sparked new discussions among economists. Is it the missing link to explain strong economic growth? Lauren Goodwin and Julia Hermann discuss what they learned – and what they didn’t – from the recent figures.

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The end of negative rates (March 25, 2024)

The Bank of Japan’s historic decision to end its Negative Interest Rate Policy has far-reaching implications for global investors. Lauren Goodwin and Julia Hermann discuss the shifts in Japan’s economy that allowed for this policy adjustment, and what it means for government bond demand and the long-term path of global interest rates.

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TikTok, chips, and the U.S.-China tech squabble (April 8, 2024)

The U.S.-China tech relationship has risen to the top of many investors’ geopolitical concerns. From TikTok to chip production, the past few weeks have seen several developments in this relationship, carrying both risks and opportunities. Tune in as Lauren Goodwin and Julia Hermann unpack this long-term market force.