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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 on Bloomberg Radio why asset valuations are vulnerable to any Fed rate hikes (September 21, 2016)
- Srinivas Thiruvadanthai tells Paul Vigna of The Wall Street Journal that the window may be closing for the Fed to raise rates (September 20, 2016)
- avid Levy discusses the “Demented Goldilocks” economy on Bloomberg Radio (July 22, 2016)
- David Levy discusses the ongoing profits decline on Bloomberg TV (June 7, 2016)
- “If profits keep falling, the global business retrenchment will strike markets with surprising suddenness,” says Levy to Barron’s (May 28, 2016)
- Senior Economist Robert King discusses profits and the inventory cycle in the International Business Times (May 26, 2016)
- David Levy writes in Institutional Investor that the U.S. economy will decelerate as mild-winter-weather boost wears off (April 14, 2016)
- David Levy compares emerging market investment bubble to last cycle’s housing bubble on Bloomberg Radio’s First Word Asia (April 11, 2016)
- Barron’s quotes David Levy regarding the deflating emerging market investment bubble (March 19, 2016)