November 2026 Economic & Market Outlook with Jim Lebenthal from Cerity Partners
04:42
Jim Lebenthal, Partner and Chief Market Strategist, identifies three risks in our November outlook: inflation worsening because of the wars in Ukraine and the Middle East, higher interest rates, and doubts about funding for trillions of dollars in AI infrastructure. He weighs these against strong US GDP growth, a healthy labor market, and third-quarter earnings running about 30% above last year. Because the positives are holding steady and the risks appear to be easing slightly, we remain modestly and cautiously optimistic about markets heading into year-end.
