Economic and Market Outlooks What’s on Our Minds August 10, 2026 - July payrolls badly missed expectations with 23,000 jobs lost versus a projected 93,000 gain, but statistical quirks like seasonal education adjustments and World Cup hiring… Joseph Matus, Principal
Economic and Market Outlooks Video: August 2026 Economic and Market Outlook August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Webinar Recording: Q3 2026 Market & Economic Outlook July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This… James Lebenthal and Amita Schultes
Economic and Market Outlooks Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns. Ben Pace and Joseph Matus
Economic and Market Outlooks Video: July 2026 Economic and Market Outlook July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Video: June 2026 Economic and Market Outlook June 3, 2026 - 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… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Video: May 2026 Economic and Market Outlook May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Webinar Recording: Q2 2026 Market & Economic Outlook May 5, 2026 - Join our Investment Office for a review of the key market trends we witnessed in the first quarter and our outlook for what may lie… James Lebenthal and Amita Schultes
Economic and Market Outlooks First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.… Ben Pace and Joseph Matus
Economic and Market Outlooks Video: April 2026 Economic and Market Outlook April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Webinar Recording: Economic Outlook Amid Global Uncertainty March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence. James Lebenthal and Rita Lee
Economic and Market Outlooks Video: March 2026 Economic and Market Outlook March 4, 2026 - While 2026 has so far brought unsettling market volatility and mixed signals from former leaders like Microsoft, Amazon, and Meta, Partner and Chief Market Strategist… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Video: February 2026 Economic and Market Outlook February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Webinar Recording: Q1 2026 Market & Economic Outlook January 29, 2026 - Join our Investment Office for a timely discussion on the key forces shaping markets as growth steadies and policy shifts take the spotlight. This quarter’s… James Lebenthal and Amita Schultes
Economic and Market Outlooks 2026 Economic and Market Outlook January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are… Ben Pace and Joseph Matus
Economic and Market Outlooks Video: August 2026 Economic and Market Outlook August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…
Individuals and Families California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…
Economic and Market Outlooks Webinar Recording: Q3 2026 Market & Economic Outlook July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…