Is the Economy Stronger Than the Headlines?

Where Are Bond Markets Headed Next?

The stock market continues to push toward new highs, but what does that mean for bonds, interest rates, and investors seeking income? This week on The Lebenthal Report, Michael Hartzman and Dominic Tavella welcome Julio Bonilla, CFA, Portfolio Manager at Schroders, for an in-depth discussion on fixed income opportunities, Treasury yields, inflation, AI-driven economic growth, and what investors should expect from the Federal Reserve in the months ahead. Topics include: ✔ Why bond yields are creating new opportunities for investors ✔ How AI and hyperscaler spending are impacting the economy ✔ Inflation, oil prices, and the Strait of Hormuz's effect on markets ✔ Treasury yields, Fed policy, and interest rate expectations ✔ Municipal bonds, credit risk, and active management strategies ✔ Where fixed income investors may find value today If you're looking for insights on bonds, inflation, interest rates, and portfolio positioning in today's market, this conversation is packed with valuable perspectives. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

The Lebenthal Report: May Market Update

Markets are rising. Headlines are noisy. So what's driving investors? This week on The Lebenthal Report, Michael Hartzman and Dominic Tavella tackle one of the most common client questions: Why does the market continue to move higher despite ongoing geopolitical tension, elevated energy costs, and uncertainty around inflation and interest rates? The conversation explores the disconnect between market sentiment and economic reality—covering strong earnings, consumer resilience, and how technology and AI continue reshaping industries. This episode also dives into: * Whether inflation may remain higher for longer * The impact of energy prices and global supply disruptions * AI's effect on jobs, productivity, and long-term growth * Sector rotation: technology, energy, healthcare, financials & real estate * Emerging markets and the growing role of natural resources * What concerns—and what opportunities—the team sees ahead As always, the goal isn't prediction—it's perspective. ▶️ Subscribe for weekly market commentary and insights. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

ENCORE EPISODE - Q1 2026: CEO Confidence & AI Trends

What's really happening inside America's small businesses as we move through 2026? In this encore presentation of The Lebenthal Report Podcast, Dominick Tavella and Tracy Byrnes welcome back Jeff Oak of Vistage to revisit a timely conversation on CEO confidence, Q1 2026 market trends, and the evolving outlook for small businesses. From AI adoption and hiring challenges to inflation, tariffs, and consumer uncertainty, Jeff shares valuable insights gathered from thousands of small business leaders across the country. Key Takeaways: ✔ CEOs still expect modest growth in 2026 ✔ AI is becoming essential across nearly every role ✔ Skilled talent remains difficult to hire ✔ Businesses are delaying major investments amid uncertainty If you missed this episode the first time around, now's your chance to catch up on one of our most insightful conversations on the state of small business in America. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

BlackRock's 2026 Market Outlook: AI Boom, Inflation & Stock Market Risks

Markets are rallying despite rising oil prices, inflation concerns, and geopolitical tension in the Middle East — so what's really driving stocks higher? In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Mark Peterson of BlackRock to break down: * Why the economy keeps outperforming expectations * How AI is reshaping global markets and investments * Whether inflation and higher oil prices could derail the rally * Why emerging markets like Taiwan and South Korea are surging * What investors should know about Fed rate cuts, bonds, and the Magnificent 7 Mark also explains why market timing rarely works, why consumer sentiment is near historic lows, and why BlackRock still sees long-term opportunities despite volatility. Subscribe for weekly market insights, investing strategies, and economic analysis from The Lebenthal Report. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/

Q1 2026: CEO Confidence & AI Trends

What's really happening inside America's small businesses as we move through 2026? In this episode of The Lebenthal Report Podcast, Dominick Tavella and Tracy Byrnes sit down with returning guest Jeff Oak of Vistage to break down the latest CEO confidence data, Q1 2026 market trends, and the evolving outlook for small businesses. From AI adoption and hiring challenges to inflation, tariffs, and consumer uncertainty, Jeff shares real-time insights from thousands of small business leaders across the country. Key Takeaways: ✔ CEOs still expect modest growth in 2026 ✔ AI is becoming essential across nearly every role ✔ Skilled talent remains difficult to hire ✔ Businesses are delaying major investments amid uncertainty Subscribe for weekly conversations on markets, business leadership, investing, and the economy. Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA's BrokerCheck website, https://brokercheck.finra.org/