Podcast Episode
Macro Pulse Midyear outlook: the narrowing path (July 20, 2026)
Market Matters from New York Life Investment Management·New York Life Investment Management·22 July 2026·22 min
About this episode
The first half of 2026 showed resilience, but the path ahead is narrowing. Julia Hermann and Michael LoGalbo discuss U.S. exceptionalism, AI-driven growth, limited Fed support, and what a more selective outlook means for portfolios.