Encore: AI, Interest Rates & the Market Outlook
How could artificial intelligence, inflation, and interest rates influence the stock market and economic outlook?
In this encore episode of The Lebenthal Report, host Michael Hartzman and guest co-host Scott Hartzman revisit their conversation with Jordan Jackson, Executive Director and Global Market Strategist at J.P. Morgan Asset Management, exploring the economic trends, investment opportunities, and market risks shaping the investment landscape.
As technology companies continue to invest heavily in artificial intelligence, questions remain about its long-term impact on productivity, energy demand, corporate profitability, and stock market valuations. Jordan shares his perspective on the AI investment cycle, the expansion of data centers, and the potential implications for the broader economy.
The conversation also examines Federal Reserve policy, inflation, interest rates, and why the 10-year U.S. Treasury yield remains an important indicator for investors.
Beyond U.S. markets, Jordan discusses international diversification, opportunities in developed markets, and the economic factors influencing global growth.
In this encore episode:
✔ AI infrastructure, data centers, and corporate investment
✔ Artificial intelligence and long-term productivity growth
✔ Federal Reserve policy, inflation, and interest rates
✔ The potential market implications of the 2026 midterm elections
✔ Consumer spending, wealth inequality, and the K-shaped economy
✔ International investing and global diversification
✔ Sector opportunities, stock valuations, and market risks
✔ The importance of maintaining a long-term investment strategy
With economic uncertainty and rapid technological change continuing to influence financial markets, this encore conversation offers perspective on the forces that could shape investing through the remainder of 2026 and into 2027.
Tune in to this encore presentation for insights into AI, economic trends, global markets, and long-term investment considerations.
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Disclaimer: This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.
Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/