On the latest episode of The Lebenthal Report, Michael and Dominick welcome back New York Life Global Market Strategist, Michael "Macro Mike" Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dive into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explore the risks of an election sweep, including fiscal impacts and market reactions. They also emphasize that, despite political shifts, the resilience of the economy and consumer spending remain a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us.
The Lebenthal Report Episode #122: A Recession to the Election with Phil Blancato
On the latest episode of The Lebenthal Report, hosts Michael and Dominick discuss important topics such as the stock market, the economy, and their financial insights. Michael's cautionary notes against investor complacency, along with Dominick's perspective on the Federal Reserve's measured approach to interest rates, create a thought-provoking dialogue.
The episode features an intriguing segment with guest Phil Blancato, a prominent figure in the financial industry, discussing both professional accomplishments and personal anecdotes. Together they explore recession impacts on the US economy and consumer spending, providing insights into potential challenges and the importance of rational decision-making. They also touch on the tech market's economic impact, interest rates, inflation, and market manipulation.
This episode is a must-listen for anyone seeking a well-rounded understanding of current financial dynamics and future trends during this crucial period from recession to the election. Don't miss out on this timely discussion!
The Lebenthal Report Episode #115: November Market Update
On the latest episode of The Lebenthal Report, Michael and Dominick bring you a can't-miss November market update. They tackle essential subjects like the economy, financial planning, and market trends, offering in-depth discussions on Federal Reserve interest rates, market performance, consumer spending, credit card debt, and government debt. Tune in for valuable insights on how headline risk plays a crucial role in financial planning and market strategies. Stay well-informed and ready for any market fluctuations! Don't let this insightful update pass you by!