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 #124: Macro Lens on Markets
This week on The Lebenthal Report, Michael and Dominick welcome special guest Michael Logalbo, also known as "Macro Mike", a global market strategist at New York Life Investments. The trio explores market dynamics and current economic trends, navigating the intricacies of the current macro landscape.
They analyze minimal market losses despite negative news and pressure on bonds from interest rates, speculating on the Federal Reserve's upcoming decisions and predicting lower interest rates by year-end. Additionally, they weigh in on the strength of the US economy amidst global uncertainties, discussing indicators of a potential economic slowdown and the tightening lending policies impacting banks.
Listen now for a captivating discussion on market unpredictability, recession predictions, and the transformative potential of the AI subsector within the technology industry.
The Lebenthal Report Episode #93: The Banking Crisis with Jack Manley from J.P. Morgan
This week on The Lebenthal Report we are excited to welcome guest Jack Manley. Jack is Executive Director and Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on both global and domestic economies and capital markets. Jack’s feature on the Lebenthal Report could not come at a better time. He helps us make sense of the current banking crisis and how to discuss the crisis with our clients.
Jack is also a frequent guest on CNBC, Bloomberg, BNN and other financial news outlets and is often quoted in the financial press. Jack joined J.P. Morgan in 2013 as a member of the Asset Management Strategy and Business Development Team, where he worked on various strategic initiatives across the firm. (jpmorgan.com)
This episode is not to be missed. Now available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!
The Lebenthal Report Episode #46: A Look Ahead to 2022
Episode forty six of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with special guest Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management.
