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The Business Times

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.

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

NEW YORK, NEW YORK - MAY 13: Traders work on the floor of the New York Stock Exchange (NYSE) on May 13, 2025 in New York City. Markets opened lower following the announcement that the Labor Department's Consumer Price Index (CPI) rose 0.2% on the month.   Spencer Platt/Getty Images/AFP (Photo by SPENCER PLATT / GETTY IMAGES NORTH AMERICA / Getty Images via AFP)
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?

Strategists just don’t have crystal balls, and they sure can’t predict recessions or pandemics. They’re a collection of fallible humans trying to deliver on an impossible task.

Stock bears are going extinct. Time to worry?

News of the Federal Reserve rate cut decision flashes across the TV screen at the New York Stock Exchange, Dec 18, 2024. The Fed signalled less rate-cutting may be on the cards in 2025 but uncertainty reigns.

The Fed is as clueless as markets

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MDDI (P) 046/10/2024. Published by SPH Media Limited, Co. Regn. No. 202120748H. Copyright © 2025 SPH Media Limited. All rights reserved.

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