Are markets ignoring reality—or is the economy stronger than the headlines suggest?
On this episode of The Lebenthal Report, we break down the surprising resilience of the U.S. economy despite rising geopolitical tensions, higher oil prices, and ongoing global uncertainty.
📊 Key topics covered:
Why the S&P 500, Dow, and Nasdaq are rising despite global conflict
The real impact of rising oil and gas prices on consumers and inflation
Whether markets are “shrugging off” risk—or pricing it correctly
AI’s impact on jobs, productivity, and future economic growth
Why small caps and mid caps are outperforming big tech
Are bonds “sexy again”? What investors should know now
💡 Key insight: Even with oil spikes and global instability, the U.S. consumer and labor market remain strong—supporting continued economic growth.
👥 Featuring insights from Chief Market Strategist Phil Blancato on:
Interest rates and inflation outlook
AI-driven economic transformation
Where opportunities may lie for investors
🔔 Subscribe for weekly market insights, economic analysis, and investing strategies.
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The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by two experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today’s headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 5pm Eastern Time/2pm Pacific Time on the VoiceAmerica Business Channel.