Encore: July Market Update: AI, Interest Rates & What's Next
Encore Episode: Markets remain near record highs—but what's really driving the rally?
In case you missed it, we're revisiting this timely conversation as Michael Hartzman and Dominick Tavella break down the forces that have continued to support the markets despite ongoing geopolitical uncertainty.
In this encore episode, they discuss how strong corporate earnings, continued investment in artificial intelligence, and resilient consumer spending have fueled the rally. They also explain why semiconductor companies have become the biggest earnings driver in the S&P 500, what investors should know about the Magnificent Seven, and why diversification remains an important long-term investment strategy.
In this episode:
✔ Why semiconductor stocks are leading market earnings
✔ The evolving role of AI and the Magnificent Seven
✔ How consumers continue to support economic growth
✔ Why headline risk doesn't always reflect market reality
✔ Interest rate outlook for the rest of 2026
✔ What could create market volatility in the months ahead
Whether you missed the original episode or want to revisit these important market insights, this encore provides valuable perspective on the trends shaping today's investment 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/