Encore: Is the Economy Stronger Than the Headlines?
Are markets ignoring reality—or is the economy stronger than the headlines suggest?
In this encore presentation of The Lebenthal Report, we revisit a timely conversation exploring the surprising resilience of the U.S. economy amid geopolitical tensions, rising oil prices, and persistent global uncertainty.
📊 Topics covered:
• Why the S&P 500, Dow, and Nasdaq continued to climb despite global conflict
• The real impact of higher oil and gas prices on consumers and inflation
• Whether markets are overlooking risk—or accurately pricing it in
• AI’s influence on jobs, productivity, and long-term economic growth
• Why small- and mid-cap stocks have been outperforming large-cap technology companies
• Are bonds becoming attractive again? What investors should know
💡 Key Takeaway: Despite oil price spikes and global instability, the strength of the U.S. consumer and labor market continues to support economic growth and investor confidence.
👥 Featuring insights from Phil Blancato, CEO of Ladenburg Thalmann Asset Management and Chief Market Strategist at Osaic Wealth, discussing:
• Interest rates and the inflation outlook
• The economic transformation driven by artificial intelligence
• Potential opportunities for investors in today's market environment
If you missed this episode the first time, it's worth another listen as many of these themes remain highly relevant today.
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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/