On this episode of The Lebenthal Report, Dominick and Michael dive into the unpredictable landscape of the U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the implications of a possible Trump or Harris presidency on taxes and tariffs, including potential shifts after the 2025 expiration of Trump-era tax cuts, underscoring the necessity for strategic planning regardless of election outcomes.
The Lebenthal Report Episode #137: The World View on Investing
On the latest episode of The Lebenthal Report, Michael and Dominick welcome back Jon Mackay, Head of Wealth at Schroders. Together they dive deep into the recent market fluctuations, unpacking how a weakening economy and the potential for a recession are stirring up volatility. They discuss the Federal Reserve's anticipated interest rate cuts, with Jon forecasting five cuts this year, including a 25 basis point cut in January. Could we see a more significant 50 basis point cut if inflation rises and employment weakens? Tune in to find out!
The Lebenthal Report Episode #48: John Eade on Inflation and Market Volatility
Episode forty eight of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman sit down with John Eade of Argus Research to discuss inflation and recent market volatility.
