Lauren Goodwin @macroLG

Economist, asset allocator (New York Life Investments), tea connoisseur. Views are my own. Likes & retweets are not endorsements. linkedin.com/in/lauren-good… New York, NY Joined September 2022

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Lauren Goodwin @macroLG

2 years ago

Happy #Fed week, everyone. Given unrelenting focus on #inflation risk, we expect a final 25 bps this week. What could upset that view? FOMC gets senior bank loan survey data before the meeting... and before we bystanders. If we get a surprise, that data will be why...

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Lauren Goodwin @macroLG

3 years ago

Happy #CPI day. Prices decelerating, but looking sticky. The #bond market is now pricing more-or-less what the Fed says it will do: 25 basis points in March and May. Equities, on the other hand, have continued their relief rally; #Fed resolve is being underpriced.

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Lauren Goodwin @macroLG

3 years ago

Check out this twitter spaces conversation at 2pm EST with myself, @JuliaCHermann & @Macro_Mike_. After years of unanticipated risks, we did some thought work around what might disrupt consensus in 2023. Full piece is here: newyorklifeinvestments.com/assets/documen…

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Lauren Goodwin @macroLG

3 years ago

Why not spend an already uncertain year noodling what could disrupt it further? Super cool new disruptive risks piece out from my team: newyorklifeinvestments.com/assets/documen…

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Lauren Goodwin @macroLG

3 years ago

Central banking people: colleagues at @MacKayShields conducted groundbreaking research on whether Fed programs have permanently repriced credit. Takeaways (so far): the Fed put is dead, but euro area credit appears repriced. Stellar convo here: buzzsprout.com/942931/11914349

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Macrobond @MacrobondF

3 years ago

Join our #webinar as macroeconomics pundits from @BNYMELLON, @NYLInvestments and @MacKayShields discuss the potential for a very different business cycle in 2023, including prospects for a #Fed pivot. Register here: ow.ly/EOEq50MamBu

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Lauren Goodwin @macroLG

3 years ago

Black swan alert. Too soon to tell, but we just put together our list of risks that could break consensus in 2023. Yesterday, the #BoJ beat us to it. Here is an excerpt from our piece, discussing what materialized today and exploring the ripple effects it may have.

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Lauren Goodwin @macroLG

3 years ago

For those coming in from spaces, our 2023 Outlook & recession playbook is here: newyorklifeinvestments.com/insights/2023-…

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CNBCOvertime @CNBCOvertime

3 years ago

"I'm going to be looking for a couple of very specific things out of tomorrow to determine whether the [Fed] policy path ahead has shifted as a result of today's CPI report," says @NYLInvestments' Lauren Goodwin. Here's what Lauren's keeping her eye on:

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Lauren Goodwin @macroLG

3 years ago

I don't typically use Twitter as an interview hub but this one from yesterday was one of my favorites ever. Thanks @JonErlichman for the stellar questions. bnnbloomberg.ca/video/despite-…

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Lauren Goodwin @macroLG

3 years ago

As we look ahead to 2023, one thing appears certain: this cycle will look very different from the last. Investors’ allocations may need to shift in response. Here we share some all-weather strategies and our high-conviction ideas for as the cycle turns. newyorklifeinvestments.com/insights/2023-…

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Lauren Goodwin @macroLG

3 years ago

Even for this DC alum, our latest Market Matters guests dropped some serious policy knowledge. SO much fun. Thanks for joining, ladies. @JenGShapiro @JuliaCHermann Listen here or wherever you pod: buzzsprout.com/942931/11713461

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Lauren Goodwin @macroLG

3 years ago

Headed into @CNBC to talk stocks with @ScottWapnerCNBC. It’s been a quarter of transition equities - top line still strong, but slowing and with increasing bottom line pressure.