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.
Is Wall Street still too bearish on the impact of tariffs?
Analysts are in “Liberation Day” mode when it comes to the companies most sensitive to the levies
The Fed is just as confused as the rest of us
The central bank is paralysed by a fog of policy uncertainty, but the data could well necessitate a quick response by autumn
Why the S&P 500 is cruising through policy upheaval
Analysts are bracing for an earnings recession in consumer discretionary stocks, but AI’s superstars are offsetting the bleeding
The AI job suck is the China shock of today
Big economic changes tend to leave some Americans behind. The Trump administration needs to look forward rather than focus on the past.
The great productivity boom is about to take a break
THE great productivity boom of the 2020s isn’t over, but it’s having an interlude. And it could become a long one if...
Powell shows why Fed independence matters in a turbulent America
In the medium term, investors need to know that the central bank remains committed to its goals of maximum employment and stable...
Buffett's US$277b cash hoard after selling Apple is a warning
Warren Buffett has been selling a lot of stock, and that revelation is inducing his many admirers to follow suit. His Omaha, Nebraska-based...
Can Howard Marks spot a stock bubble twice?
The near-universal acceptance of the ‘stocks always go up’ mantra is worrying
Stock bears are going extinct. Time to worry?
It’s that time of year when Wall Street soothsayers look ahead 12 months and try to divine the path of US stocks....
The Fed is as clueless as markets
When the stewards of monetary policy are so uncertain, the best course of action is to do nothing
