SERVICES

The Jerome Levy Forecasting Center’s research and consulting services increase clients’ profitability and portfolio performance by enabling them to capitalize on economic developments and to avoid losses caused by being caught off guard. The process starts with economic intelligence. The powerful profits perspective enables the research staff to view virtually every aspect of the economy in a revealing context. One of the great advantages of the profits perspective, and something that distinguishes it from other approaches, is its accessibility. It does not depend on a mysterious mathematical model or an academic theory removed from reality. Through the staff’s explanation of the profits perspective, clients acquire a deeper understanding of economic conditions that increase their confidence in their own insights and decision making.

The Levy Forecasting Center also highlights key implications of economic phenomena for markets and general business conditions and helps clients think through the consequences for their specific industries or investments. By acting as an expert sounding board or by doing further analysis, the Levy Forecasting Center helps clients evaluate strategies for coping with economic circumstances.

Research Scope

The Levy ForecastingCenterforecasts profit trends, general economic conditions, inflation, interest rates, government fiscal conditions, and many other key economic and financial phenomena. In addition, it analyzes macroeconomic risk and identifies the key issues that will determine the economy’s course— the issues that will have the greatest effect on business and investment performance. The time frame for business cycle forecasts is usually twelve to eighteen months, depending on circumstances. The use of the profits perspective also enables the Levy Forecasting Center to identify critical long-term trends, including evolutionary changes in the private economy’s financial system and in its ability to generate profits

The Levy Forecasting Center continually produces bold and often maverick forecasts, but it does not consider these forecasts to be an end in themselves. Rather, they are part of the process of providing clients with an understanding of the economic issues they face and guiding them in making better business and investment decisions.

Client Services

The Jerome Levy Forecasting Center’s research and consulting services increase clients’ profitability and portfolio performance by enabling them to capitalize on economic developments and to avoid losses caused by being caught off guard. The process starts with economic intelligence. The profits perspective enables the research staff to view virtually every aspect of the economy in a revealing context. One of the great advantages of the profits perspective, and something that distinguishes it from other approaches, is its accessibility. It does not depend on a mysterious mathematical model or an academic theory removed from reality. Through the staff’s explanation of the profits perspective, clients acquire a deeper understanding of economic conditions that increase their confidence in their own insights and decision making.

The Levy Forecasting Center also helps clients think through the consequences of economic phenomena for their specific industries or investments. By acting as an expert sounding board or by doing further analysis, the Levy Forecasting Center helps clients evaluate strategies for coping with economic circumstances.

Written Communications

The Levy Forecasting Center provides its clients with written material designed to give them perspective on economic issues, to alert them to emerging developments, to update forecasts, and to expose the economic misconceptions that often dominate the markets.

The Levy Forecast^® established in 1949, is America’s oldest publication devoted exclusively to forecasting and analyzing general economic and business conditions. Over the years it has been expanded and enhanced and is now available exclusively to clients. Its eight-page format highlights key issues and makes it easy for readers to find the information most pertinent to their interests. The Levy Forecast^® is a monthly publication.

Memorandums are informal communications usually three to five pages long that update the outlook, analyze recent developments, examine important economic issues, comment on markets, or expose flaws in popular thinking. Issued a few times a month, they are written as events arise rather than on a set schedule, and are faxed or e-mailed to clients.

Bulletins are also faxed or e-mailed as needed (usually every month or so) to state quick observations, reaffirm a forecast, or alert clients that a new development could change the outlook and is under review.

All written material is tailored to be as concise as possible. Clients do not receive daily communications breaking down every statistical release, long academic or technical papers, or presentations of the latest conventional wisdom that they could get from any of a number of economic analysts in banks, on Wall Street, or in the financial media. The Levy Forecasting Center’s material saves time for its clients by being concise and relevant and by providing a framework that enables clients to organize and filter other economic research and information.

Consulting

The immediate relevance of the insights the profits perspective affords make direct communication between the Levy Forecasting Center and its clients especially valuable. Through individual sessions the research staff helps clients evaluate the issues and options facing them.

The form, frequency, and content of meetings vary with client needs. Meetings can be formal briefings, informal presentations, working sessions, or open-ended discussions. They are held on a regular schedule once or several times a year. The content is determined by each client’s business or investment concerns. For example, a portfolio manager may want to know about the opportunities and risks for the next six months while a client involved in a business acquisition may want an emphasis on conditions over the next five years.

All clients have unlimited telephone and e-mail access to the research staff. All inquiries are responded to promptly. In addition, the research staff contacts individual clients when a matter of particular concern to clients arises.

THE JEROME LEVY FORECASTING CENTER, LLC
69 South Moger Avenue, Suite 202, Mount Kisco, New York 10549
Research 914-666-0641 Information 1-888-244-8617 (toll free)