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Economic and Market Outlooks Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 8, 2025 - Despite August’s weak jobs report, equity markets rallied on expectations that looser monetary policy, fiscal stimulus, and steady corporate earnings will sustain economic growth.

Joseph Matus, Principal
Economic and Market Outlooks

Video: September 2025 Economic & Market Outlook

September 5, 2025 - The numbers for this month indicate that above-average economic growth and below-average unemployment may continue. However, there might still be cause for concern: Hear why…

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

September 3, 2025 - July’s income and spending data showed steady income growth and resilient consumption, while sticky 3% inflation highlights the Fed’s challenge of reaching its 2% target…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds

August 25, 2025 - At the Fed’s Jackson Hole symposium, Jerome Powell shifted focus toward labor market risks, downplayed tariff-driven inflation, and hinted at potential September rate cuts, sparking…

Joseph Matus, Principal
Economic and Market Outlooks

Video: August 2025 Economic & Market Outlook

August 1, 2025 - We’ve reached the second half of 2025. Will the drama that attended the first half of the year be worth it? Here’s why Jim Lebenthal…

Economic and Market Outlooks

Webinar Recording: Q3 2025 Market & Economic Outlook

July 23, 2025 - Our Investment Office breaks down the ripple effects of the One Big, Beautiful Bill Act and recent tariff hikes. Get answers to key questions about…

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

Third Quarter 2025 Economic and Market Outlook

July 8, 2025 - Global economic growth is modest, with the United States rebounding from a tariff-driven slowdown and central banks around the world cautiously balancing inflation and growth…

Ben Pace, Partner & Chief Investment Officer
Economic and Market Outlooks

Video: July 2025 Economic & Market Outlook

July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds This Week

June 30, 2025 - Despite sharp volatility and trade policy uncertainty in the first half of 2025, markets are flexing a newfound optimism about the path forward.

Joseph Matus, Principal
Economic and Market Outlooks

Video: June 2025 Economic & Market Outlook

June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

On-Demand Webinar: Recession Risks, Tariffs, and Where Opportunity Remains

April 29, 2025 - Apollo Global Management Partner and Chief Economist Torsten Slok joins Jim Lebenthal to discuss the economy, tariffs, and where there may still be opportunity in today’s market.

James Lebenthal, Partner & Chief Equity Strategist

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

April 3, 2025 - Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

James Lebenthal, Partner & Chief Equity Strategist
Economic and Market Outlooks

On Recent Market Volatility: Recession, Tariffs, and DOGE: Where Is the U.S. Headed?

March 14, 2025 - You're not alone if you’re concerned about the economy and your finances. News site headlines and chyrons scrolling across cable TV channels probably aren’t helping,…

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

On Recent Market Volatility: It’s a Supertanker, Not a Jet-Ski

March 4, 2025 - Recent market volatility has raised fears of an economic slowdown, but history suggests that the U.S. economy is more like a supertanker than a jet…

James Lebenthal, Partner & Chief Equity Strategist

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Trump 2.0: The Only Certain Thing Is Uncertainty

February 6, 2025 - The first two weeks of President Trump’s second term have set the stage for an unpredictable four years. With sweeping executive actions, policy reversals, and…

James Lebenthal, Partner & Chief Equity Strategist