The Business Times
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Jonathan Levin

JONATHAN LEVIN HAS WORKED AS A BLOOMBERG JOURNALIST IN LATIN AMERICA AND THE US, COVERING FINANCE, MARKETS AND M&A. MOST RECENTLY, HE HAS SERVED AS THE COMPANY'S MIAMI BUREAU CHIEF. HE IS A CFA CHARTERHOLDER.

Kevin Warsh (above) is taking the reins of the Fed after five years of above-target inflation – unlike the virtuous circle Greenspan inherited.
THE BOTTOM LINE

Greenspan’s stumbles hold lessons for Warsh’s Fed

The Kospi has gained 78% this year, versus a 7% gain for the MSCI World Index of global developed market stocks, and a 23% increase in the MSCI Emerging Markets Index.

South Korea’s chip surge hides the market’s vulnerabilities

Though tariffs are no joke for profit margins, many large companies are finding ways to mitigate the impact, and there’s no clear sign that the levies will precipitate the economic downturn that many initially feared.

Is Wall Street still too bearish on the impact of tariffs?

Given all the uncertainty, Fed chair Jerome Powell is right to stay in wait-and-see mode, but he can’t linger there too long once the data breaks.

The Fed is just as confused as the rest of us

For all the wild and headline-grabbing swings in trade policy since early April, analysts have continued to project more than 14 per cent earnings growth in the technology and communications sectors this year – an outlook that really has not budged.
THE BOTTOM LINE

Why the S&P 500 is cruising through policy upheaval

Brookings Institution research projects that about 30% of the workforce could see at least half of their tasks disrupted by generative AI.
THE BROAD VIEW

The AI job suck is the China shock of today

Whether or not the AI boom is upon us, what’s clear is that the technology seems to have the potential to usher in a period of significant and sustained productivity growth.
THE BOTTOM LINE

The great productivity boom is about to take a break

“Our independence is a matter of law,” Fed chair Powell said at the Economic Club of Chicago.

Powell shows why Fed independence matters in a turbulent America

Warren Buffett made his name as a long-term investor who finds good companies at reasonable prices and rides them for years or decades.

Buffett's US$277b cash hoard after selling Apple is a warning

US stocks have delivered a compound annual growth rate of around 17 per cent since the bear-market bottom of 2009, with only two calendar years of negative total returns.

Can Howard Marks spot a stock bubble twice?

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