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Jonathan Levin
US Economy
The US economy won’t be immune to high rates forever
It is always worth treading carefully when folks tell you the world has changed forever
May 30, 2024
US Economy
The US economy's resilience is now undeniable
Central bankers can afford to wait before reducing benchmark interest rates.
March 31, 2024
US stocks
This isn't your father's S&P 500. Don't worry about valuations
If the weighting of these companies continues to grow then the valuation expansion could have further room to run
January 21, 2024
US Economy
Stock bulls won't find much to celebrate in Fed's pause
All told, there's plenty of reason to temper enthusiasm about the long-awaited 'pause.'
May 04, 2023