Category: Sample


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

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SAMPLE: Labor Shortages Adding to Inflationary Pressures

June 4, 2021
At the beginning of summer, U.S. payrolls were not growing as fast as markets had expected. However, the reason was not slowing demand and diminished pressure to increase pay. It was the opposite.

SAMPLE: How Will the Big Balance Sheet Economy Correct?

April 29, 2021
In this excerpt from the April 2021 issue of The Levy ForecastĀ®, David Levy discusses how difficult adjustments and financial struggles in the next several years will sow the seeds of a great economic boom.

SPECIAL REPORT: Bubble or Nothing

September 18, 2019
How the Long-Term Swelling of Household and Business Sector Balance Sheets Has Increasingly Forced Lenders, Investors, and Borrowers to Sacrifice Prudence, Financial Rewards, or Both.

SAMPLE: Markets in La-La Land . . . What Will Snap Them out of It

June 24, 2019
In the face of developing global distress, global equity markets demonstrated remarkable resilience in the first half of 2019. In this excerpt from the June 2019 issue of The Levy Forecast, David Levy address four popular but faulty rationales for holding equities.

SAMPLE: Beneath the Chinese Credit Data: Is China Pushing on a String?

February 22, 2019
Market expectations for Chinese stimulus were high at the beginning of 2019. In this piece, Srinivas Thiruvadanthai takes a closer look at Chinese credit and monetary aggregates data and finds that the early-2019 credit push did not translate into increased economic activity or net increases in profit sources.

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