New York Life Investments, managing $754 billion in assets, predicts a bullish trend for US stocks in the coming weeks. Chief Market Strategist Lauren Goodwin highlighted in a CNBC interview that improving macroeconomic conditions, including strong earnings and factors like deregulation and supply-chain reglobalization, particularly in AI, are expected to drive stocks to new highs. Despite initial Q2 pessimism, the economic reality has exceeded expectations, and the lack of a shift to defensive stocks on weaker market days suggests continued momentum.