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PROFITS PERSPECTIVE

The Profits Perspective focuses on the determinants of total business profits and connects them to the financial workings of the economy. It uncovers hidden macroeconomic phenomena and provides unique, actionable investment insights.

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In the News

  • David Levy explains to Carol Massar and Cory Johnson of Bloomberg Radio why the Fed will have trouble getting back to “normal.” (May 24, 2017)
  • Srinivas Thiruvadanthai talks tax cuts, emerging markets, and interest rates with Bloomberg Radio’s Lisa Abramowicz (May 17, 2017)
  • David Levy talks with Randall Forsyth of Barron’s about the outlook for profits in the first half of 2017 (March 25, 2017)
  • Srinivas Thiruvadanthai talks on Bloomberg’s What’d You Miss? about why India will likely outperform Brazil in coming months (March 20, 2017)
  • Srinivas Thiruvadanthai takes an in-depth look at the Treasury bond market on Bloomberg’s Odd Lots podcast (March 10, 2017)
  • David Levy discusses the 2017 outlook for profits, interest rates, and the U.S. dollar with Doug Krizner and Shery Ahn of Bloomberg Radio (January 25, 2017)
  • Srinivas Thiruvadanthai discusses both the short-term and long-term outlook for U.S. Treasury bonds on Bloomberg TV’s “What’d You Miss?” (January 25, 2017)
  • David Levy tells James Saft of Reuters that trade disruptions could upset global stability (January 13, 2017)
  • Robert King talks about how to spot a housing bubble with New Zealand’s Fairfax Media NZ (December 6, 2016)
  • David Levy writes on MarketWatch why focus on next year’s stimulus may be ignoring near-term risks (November 28, 2016)
  • David Levy discusses the “Demented Goldilocks” economy on Bloomberg Radio (July 22, 2016)
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