Market Matters from New York Life Investments
Hosts Lauren Goodwin and Julia Hermann bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.
Market Matters from New York Life Investments
Two economies, one headline: the implications of a K-shaped economy (January 26, 2026)
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New York Life Investments
Headline economic data can look steady, even when real strain exists beneath the surface. On Market Matters, Julia Hermann and Michael LoGalbo break down the K-shaped economy, examining who is driving U.S. growth, how wealth effects are shaping consumption, and why market moves themselves have become a key transmission mechanism for economic strength or weakness.