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James Lebenthal

Partner & Chief Market 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 Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

December 2024 Economic & Market Outlook

December 4, 2024 - Our December 2024 Economic & Market Outlook analyzes the market implications of Trump’s re-election, including his policy agenda and cabinet appointments. We explore inflation trends,…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

November 2024 Economic & Market Outlook

November 8, 2024 - Explore the November 2024 Economic & Market Outlook, where we examine inflation trends, labor market conditions, and global economic growth. With attention to recent policy…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

2024 Election: Initial Market Reactions

November 6, 2024 - 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.

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Fourth Quarter 2024 Outlook

October 10, 2024 - 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…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Investing

Is This What Market Capitulation Looks Like?

January 25, 2022 - The S&P 500 was down 5.7% last week and is now very close to a full 10% correction. When the market corrects, there is usually…

James Lebenthal, Partner & Chief Market Strategist