Market Matters from New York Life Investments

It’s been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters. 

The results are in. Donald Trump won the 2024 Presidential election, and Republicans have taken control of both the Senate and the House of Representatives. What does it mean for investors? Which of the week’s market moves are likely here to stay? Lauren Goodwin, Julia Hermann, and Michael LoGalbo cover it all. 

As election week unfolds and uncertainty fills the air, one question stands out: what policies are least at risk of change? Lauren Goodwin and Michael LoGalbo explore three key areas that are expected to remain steady this week on Market Matters.

Why are interest rates rising after a Fed cut? Is it all about the election – and what are the implications on long-term rates? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.

The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change. 

The economic scene is shifting, and so is the team’s outlook. Join Lauren Goodwin, Julia Hermann, and Michael LoGalbo as they unravel the Fed’s interest rate cuts and their impacts on the economy.

The 2017 Tax Cuts and Jobs Act included tax cuts for households that are set to expire in 2025. How might tax policy evolve, and what does it mean for investors? Scott Sprauer of MacKay Municipal Managers joins host Lauren Goodwin to discuss all things tax policy and tax efficiency for investors. 

This episode shares the political landscape ahead of the 2024 U.S. election with Jon Paone and Kerry Cole, members of New York Life Insurance Company’s Office of Government Affairs.  

The Federal Reserve went big, starting its easing cycle with a 50bp interest rate cut. Does the pace of easing matter? How far will the Fed go? How do allocation decisions change on the way down? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters. 

The first debate between Donald Trump and Kamala Harris has investors talking about what’s at stake in the U.S. election and who could win. Host Lauren Goodwin welcomes Jeff Bush of the Washington Update for his take on all things politics.