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New York Life's Goodwin: Affordability, Not Inflation, Is Short-Term Market Catalyst
Market Intelligence Analysis
AI-Powered
Why This Matters
Lauren Goodwin, Chief Market Strategist at New York Life Investments, emphasizes that affordability, rather than inflation, is the short-term market catalyst. This suggests a shift in focus from inflation concerns to consumer purchasing power. Goodwin's comments highlight the uncertainty surrounding tariff inflation passthrough and supply chain fluctuations.
Market Impact
Market impact analysis based on bullish sentiment with 80% confidence.
Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Lauren Goodwin, Economist and Chief Market Strategist at New York Life Investments, joins Bloomberg Businessweek Daily to discuss the state of the US economy and inflation, Federal Reserve monetary policy, and more. Goodwin also discusses the lack of clarity around tariff inflation passthrough and the continuous fluctuation of supply chains and policy, which can then impact consumers directly and indirectly. Goodwin speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
Original article published by
Bloomberg
on February 25, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.