This episode of The Lebenthal Report dives into market trends and the Fed's next move, exploring whether rate hikes are truly done or simply on pause. John Eade, President of Argus Research, joins as guest co-host to break down job growth, inflation data, and equity positioning—from mega-cap tech resilience to sector rotation into small caps. The team also examines fixed income opportunities amid a potential peak in rates and offers strategic advice on patience, selectivity, and long-term positioning.
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/
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