Encore: BlackRock’s 2026 Market Outlook: AI Boom, Inflation & Stock Market Risks
Markets are rallying despite rising oil prices, inflation concerns, and escalating geopolitical tensions in the Middle East—but what's really driving stocks higher?
In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Mark Peterson of BlackRock to explore the forces shaping today's markets and why the economy continues to defy expectations.
📊 Topics covered:
• Why the U.S. economy continues to outperform forecasts
• How artificial intelligence is transforming global markets and investment opportunities
• Whether inflation and higher energy prices could threaten the current market rally
• Why emerging markets, including Taiwan and South Korea, have become standout performers
• What investors should know about Federal Reserve rate cuts, bonds, and the Magnificent 7
💡 Key Takeaway: While headlines remain focused on inflation, oil prices, and geopolitical uncertainty, strong economic fundamentals, innovation, and global growth opportunities continue to support markets.
👥 Featuring insights from Mark Peterson, Head of Investment Strategy & Education at BlackRock, discussing:
• Why market timing is one of the biggest mistakes investors make
• The disconnect between weak consumer sentiment and strong economic data
• The outlook for stocks, bonds, and global markets
• Where BlackRock sees long-term opportunities despite ongoing volatility
If you missed this conversation the first time, now is the perfect opportunity to revisit these insights as investors continue to navigate an evolving market landscape.
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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/