New York Life Investments
Market insights and commentary from New York Life Investments.
United States2 articlesLast published 18 Jun 2026
Multi-AssetEquitiesFixed Income
Research
New York Life InvestmentsMulti-Asset
GMS Weekly Macro Pulse
New York Life's Global Market Strategy Team reviews three market-moving developments: a U.S.-Iran interim agreement easing oil supply tail risk, a hawkish Fed hold at 3.50 - 3.75% with markets pricing an October hike, and the ongoing wave of AI-related private-market IPOs testing concentration risk. The team favors U.S. allocations for full-year outperformance, a more dovish Fed path than consensus, quality over momentum in AI, and neutral duration with a focus on short-maturity income.
18 Jun 2026
New York Life InvestmentsFixed Income
Supply Meets Demand
MacKay Municipal Managers' Andrew D'Avino delivers a weekly update on the municipal bond market, covering current volatility, new issuance supply/demand dynamics, and a fundamentals update. The episode is part of the recurring Muni 360 Weekly Wrap Up series, offering a trading-desk perspective on key themes for muni investors.
18 Jun 2026