PUBLICATIONS
Our written publications highlight macroeconomic opportunities and risks, provide actionable investment insights, and expose popular misconceptions.
How High Tariffs, Trade War, and Uncertainty Will Impact Profits
by The Jerome Levy Forecasting Center
Aggregate corporate profits are likely to decline in the second half of 2025; within the range of probable outcomes, the scale of the profits decline varies from modest to recessionary. View the outlook in detail in this complimentary issue of The Levy Forecast®.
How High Tariffs, Trade War, and Uncertainty Will Impact Profits
by The Jerome Levy Forecasting Center
SAMPLE: Balance Sheets Too Big, Rates Too High, Profit Sources Low on Fuel
by The Jerome Levy Forecasting Center
The November 2023 issue of The Levy Forecast® highlights the multiple paths to a 2024 recession and the critical role that one profit source—personal saving—is likely to play in causing the next downturn. In addition, the report explains how and why the economy's inflated balance sheets will prove vulnerable when the expansion ends.
Balance Sheets Too Big, Rates Too High, Profit Sources Low on Fuel
by The Jerome Levy Forecasting Center