Market Matters Podcast is an essential audio source for expert analysis, financial insight, and timely market updates from New York Life Investments.

Markets will be digesting the outcome of the US-Russia summit on Ukraine in Alaska and the follow-up meeting with Ukrainian President Zelenskiy and European leaders in Washington.

Merger Arbitrage is a sophisticated investment strategy that capitalizes on the price difference between a target company's stock price in the market and the acquisition price during mergers and acquisitions.

Markets are watching whether the US-China tariff pause, set to expire this week, will be extended — impacting sentiment and upcoming economic data interpretation.

In the US, key data releases will include factory orders, ISM services, trade balance, as well as Q2 productivity and labour costs — all unfolding under the shadow of new tariffs taking effect on August 7.

Yields remain elevated across both U.S. and European markets, offering attractive carry for investors in both Investment Grade (IG) and High Yield (HY).

On Sunday, July 27, 2025, the EU and the US successfully concluded a trade agreement, paving the way for strengthened economic relations between the two regions. While initial reports caused some confusion, it now appears that most pharmaceutical products, excluding certain generics, will be subject to a 15% tariff.

The United States and the European Union have reached a trade deal that introduces a 15% blanket tariff on all EU goods imported into the US, along with additional EU commitments to purchase US energy and defense products. The agreement takes effect on Friday.