Macro in the midyear sun (July 7, 2025)

Market Matters from New York Life Investments
07/07/2025 26 min
Macro in the midyear sun (July 7, 2025)

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Episode Synopsis

On this week’s episode of Market Matters, Lauren Goodwin and Julia Hermann deliver a midyear macro check-in, breaking down the four key forces shaping the second half of 2025: market complacency, labor market cooling, Fed policy uncertainty, and the sweeping impact of the “One Big Beautiful Bill.” 

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