Market Matters from New York Life Investment Management
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Market Matters from New York Life Investment Management
Macro Pulse: Tech delivers, while diplomacy wavers (June 8, 2026)
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New York Life Investment Management
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Tech is delivering, diplomacy is wavering, and markets are trying to price both. Julia Hermann and Michael LoGalbo unpack the June Macro Pulse, from AI-driven earnings strength and resilient U.S. growth to geopolitical risk, higher yields, and what it means to be more selective in portfolios.