Q1 Earnings Season: Strength Before Resilience is Tested

May 18, 2026

The market broadened, but profitability leadership still matters. On Market Matters, Julia Hermann and Sarah Hirsch discuss Q1 earnings, AI-related capex, margin resilience, and the risks that could make the earnings picture less uniformly positive from here.

Last Week

What’s Next for the U.S. Treasury Curve

May 11, 2026

Markets are focused on near-term inflation, even as U.S. debt has crossed 100% of GDP. In this episode of Market Matters, Julia Hermann and Sarah Hirsch explore what this disconnect means for the Treasury curve and why they see a potential shift toward steepening ahead.

see recent episode


Macro Pulse   >

Geopolitics   >

Megatrends   >

Private Markets   >

 

Global Markets Homepage   >

Recent Episodes

Macro Pulse: Pricing Past the Blockade
Markets are showing resilience but rising geopolitical risk and policy divergence are reshaping the investment landscape.
Around the World: War in Iran and the Global Economy
Equity markets are holding near highs even as geopolitical risks remain elevated.
The Macro Impact of AI, with Special Guest Steve Friedman
AI is moving fast, but its macro impact is still unfolding.
Credit and Conflict: The Stories Moving Markets
Uncertainty is rising as geopolitics, inflation, and credit impact markets.
Macro Spillovers from the Strait
Geopolitical tensions are moving into the core macro outlook, with energy markets, inflation, and policy all increasingly interconnected.
Great Power Politics in Action
Geopolitical risk is moving from the background to the foreground for investors.


Subscribe to receive the latest macroeconomic commentary from New York Life Investment Management.
Subscribing gives consent to receive personalized online ads from New York Life Investment Management.