Economic & Market Update Insights

James Lebenthal

Partner & Chief Equity Strategist

Economic & Market Update

2024 Election: Initial Market Reactions

Examine the market’s response to the 2024 election results. Cerity Partners discusses the potential impacts of new government policies on investments and the broader economy.

Economic & Market Update

Fourth Quarter 2024 Outlook

Entering the fourth quarter, markets are digesting the Fed’s first rate cut in four years, labor market supply and demand are returning to equilibrium, inflation is resuming its downward trend, and solid consumption is continuing to power economic growth. Amid this new phase of the economic cycle, equity markets are poised to continue their strong performance even as they broaden out into previously unloved sectors.

Economic & Market Update

The Sea! The Sea!

An end-of-week digest exploring the latest headline-making events, offering forecasts on how they may influence financial markets.

Ben Pace, James Lebenthal and Amy Lange

Economic & Market Update

September 2024 Economic & Market Outlook

Our September Outlook analyzes the latest trends in labor markets, inflation, and equity performance. With the Federal Reserve’s policy shifts and evolving market conditions, we explore what these developments mean for investors and their portfolios.

Economic & Market Update

The Strategic Petroleum Reserve Story

An end-of-week digest exploring the latest headline-making events, offering forecasts on how they may influence financial markets.