PUBLICATIONS

Our written publications highlight macroeconomic opportunities and risks, provide actionable investment insights, and expose popular misconceptions.

  • Category
  • Category
  • Year
  • Year
Reset

SAMPLE: The Metamorphosis of the Emerging Market Bubble

March 2, 2017
While investors hang on to a story of solid long-term EM growth, what keeps the EM expansion from collapsing is strong government deficit spending, high liquidity from foreign lenders, and speculative markets. This is not your father’s EM sector.

SAMPLE: Reports of the Treasury Bull Market’s Demise Are Greatly Exaggerated

January 25, 2017
As has often been the case over the past quarter century, the call for the demise of the secular bull market in bonds is premature. We maintain that the secular low in yields is ahead and not behind. The underpinnings of the secular decline in yields—pervasive, chronic overcapacity and financial fragility—all persist.

SAMPLE: A Demented Goldilocks and a Joyless Bubble

June 10, 2016
The first-half 2016 Goldilocks economy: weak enough to deter the Fed from lifting interest rates but not quite weak enough for falling profits to have yet triggered recession.

SAMPLE: Exaggerated Importance of QE Redux

November 14, 2014
The end of QE will not depress U.S. stock prices. We continue to expect U.S. markets to outperform most other major stock markets around the world.

THE JEROME LEVY FORECASTING CENTER LLC
69 South Moger Avenue
Suite 202
Mount Kisco, New York 10549
Research: 914-666-0641

Login

NEW USERS REGISTER NOW
Forgot your password?

Register

You must fill out all fields in order to view sample research.

Enter your desired password twice. Must be at least 8 characters long.

Forgot Password?