How will artificial intelligence, inflation, and higher interest rates shape the stock market and economic outlook?
On this episode of The Lebenthal Report, host Michael Hartzman and guest co-host Scott Hartzman welcome Jordan Jackson, Executive Director and Global Market Strategist at J.P. Morgan Asset Management, to discuss the economic trends, investment opportunities, and market risks investors should be watching.
As technology companies invest heavily in artificial intelligence, questions remain about the long-term impact on productivity, energy demand, corporate profitability, and stock market valuations. Jordan examines whether the AI investment cycle can sustain its momentum and how the expansion of data centers could affect the broader economy.
The conversation also explores Federal Reserve policy, inflation, the outlook for interest rates, and why the 10-year U.S. Treasury yield remains an important indicator for investors.
Beyond U.S. markets, Jordan discusses international diversification, opportunities in developed markets, and the economic factors supporting global growth.
Topics covered:
✔ AI infrastructure, data centers, and corporate investment
✔ Artificial intelligence and long-term productivity growth
✔ Federal Reserve policy, inflation, and interest rates
✔ The impact of the 2026 midterm elections on markets
✔ Consumer spending, wealth inequality, and the K-shaped economy
✔ International investing and global diversification
✔ Sector opportunities, stock valuations, and market risks
✔ The importance of maintaining a long-term investment strategy
With economic uncertainty and rapid technological change influencing markets, this episode offers perspective on the trends that could shape investment decisions through the remainder of 2026 and into 2027.
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