Panoramic image of the Capitol of the United States with the capitol reflecting pool in morning light.

June 2026 Economic & Market Outlook with Jim Lebenthal from Cerity Partners

04:33

In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like the Persian Gulf conflict, rising oil prices, and weak consumer sentiment. Strong corporate earnings growth and solid GDP growth are the primary drivers of the market rally and a resilient labor market, along with the potential for easing oil prices, explains why the outlook may be better than headlines imply.