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Economic and Market Outlooks Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s On Our Minds This Week

May 28, 2025 - Concerns over long-term budget deficits have led to credit rating downgrades and higher interest rates—yet inflation expectations remain stable and investor demand for Treasurys appears…

Joseph Matus, Principal
Economic and Market Outlooks

Webinar Recording: Q2 2025 Market & Economic Outlook

May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Video: May 2025 Economic & Market Outlook

May 1, 2025 - Partner and Chief Equity Strategist Jim Lebenthal explores how Trump’s “Liberation Day” tariffs may continue to play out in the markets and their impact on…

James Lebenthal, Partner & Chief Equity Strategist

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

Ben Pace and Joseph Matus

Economic and Market Outlooks

First Quarter 2025 Review and Outlook

April 7, 2025 - In the first quarter of 2025, global markets were marked by uncertainty due to President Trump’s protectionist tariffs, which led to a significant correction in…

Ben Pace and Joseph Matus

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

Joseph Matus

Principal

Economic and Market Outlooks

Five Questions on Our Minds for 2025

January 7, 2025 - After turning the page on an action-packed 2024, here are five questions on our minds as we ponder the potential paths forward for 2025. These…

Joseph Matus, Principal

Joseph Matus

Principal

Economic and Market Outlooks

Reshoring for Resilience: Building Strength, Stability, and Prosperity in a Multipolar World

May 30, 2023 - In an increasingly multipolar world, reshoring has emerged as a vital strategy for businesses seeking to fortify their operations against disruptions and capitalize on localized…

Joseph Matus, Principal