September 2026 Economic & Market Outlook with Jim Lebenthal from Cerity Partners
03:24
Partner and Chief Market Strategist Jim Lebenthal shares our September outlook on the financial markets and economy, expressing optimism for the remainder of the year based on three pillars: good economic growth, stable labor markets, and strong profit growth. He addresses risks that have faded—such as fears of AI decimating software profits, private credit systemic risk, and dollar debasement—and considers the Fed’s new approach under Chair Kevin Warsh.
