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Jonathan Levin

Jonathan Levin

Bloomberg

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The Federal Reserve’s Independence Is Assured for Now

The Federal Reserve’s Independence Is Assured for Now
previous day 2

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Jonathan Levin

The Dollar Is Reasserting Itself as the King of Global Finance

The Dollar Is Reasserting Itself as the King of Global Finance
tuesday 9

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Jonathan Levin

Christine Lagarde’s ECB Successor Needs to Be an Anti-Warsh

Christine Lagarde’s ECB Successor Needs to Be an Anti-Warsh
30.10.2026 20

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Jonathan Levin

Warsh’s AI Optimism May Box Him In at the Fed

Warsh’s AI Optimism May Box Him In at the Fed
29.10.2026 10

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Jonathan Levin

Brazil Exposed the Deficiencies of Prediction Markets

Brazil Exposed the Deficiencies of Prediction Markets
28.10.2026 10

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Jonathan Levin

The War Bump Is a False Victory for S&P 500 Profits

The War Bump Is a False Victory for S&P 500 Profits
26.10.2026 10

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Jonathan Levin

Trump Has Brought Inflation Back to the Heartland

15.10.2026 10

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Jonathan Levin

Rising Bond Yields Are No Excuse for Central Bank Inertia

12.10.2026 30

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Jonathan Levin

Healthcare’s Risk to the Economy Is Now Too Big to Ignore

08.10.2026 20

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Jonathan Levin

America's Job Machine Is Putting Workers Behind

05.10.2026 350

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Jonathan Levin

Why Couldn’t the Fed Manage Its Own Construction Budget?

01.10.2026 20

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Jonathan Levin

Warsh’s Credibility Boost Is Bessent’s Comeuppance

28.09.2026 20

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Jonathan Levin

Trillion-Dollar Listings Are Ruining IPOs

25.09.2026 20

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Jonathan Levin

The Fed Never Hikes Just Once? The ‘Maestro’ Disagreed

17.09.2026 20

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Jonathan Levin

Scaremongering About 5% Bond Yields Misses the Point

16.09.2026 20

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Jonathan Levin

This Energy Shock Is Shredding Central Banks’ Rates Playbook

14.09.2026 10

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Jonathan Levin

The Fed’s Three Choices as Warsh’s Honeymoon Ends

09.09.2026 50

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Jonathan Levin

If Japan Is Behind the Bond Market’s Ruckus, Then Good

03.09.2026 20

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Jonathan Levin

Kevin Warsh Said the Right Things. Now What?

28.08.2026 30

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Jonathan Levin

Treasury Secretary Scott Bessent Desperately Needs to Course Correct

27.08.2026 20

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Jonathan Levin

Who Wins the Central Bank Digital Currency Race? Not the EU

23.08.2026 30

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Jonathan Levin

It Didn't Take Long for the White House to Undermine the Fed

21.08.2026 40

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Jonathan Levin

The $19 Trillion Bond Question Confronting Central Banks

We all care about the interest rates that central banks set, but what about the $19 trillion of bonds and other assets 1 by the biggest among them?...

19.08.2026 30

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Jonathan Levin

The $20 Burrito Debate Is a Sign of Inflation Fatigue

13.08.2026 400

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Jonathan Levin

Return to the ‘Trust Us’ Days of Central Banking? No Thanks

12.08.2026 30

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Jonathan Levin

Lethargic Wage Growth Recalls the Painful Post-2008 Job Market

07.08.2026 20

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Jonathan Levin

Permabear Michael Burry Ignores a Crucial Fact About US Stocks

07.08.2026 30

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Jonathan Levin

This Stock Market Breakout Is Uniquely Promising

05.08.2026 30

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Jonathan Levin

The Fed Chair’s 2% Inflation Rhetoric Is Starting to Feel Empty

30.07.2026 20

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Jonathan Levin

Trump’s Meddling Threatens Warsh’s Fed Leadership

06.07.2026 40

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Jonathan Levin

The End of SpaceX’s FOMO Trade Exposes a Deeper Problem

SpaceX, the most hyped initial public offering in years, peaked on its third day of trading and has lost about 15% of its value since. It’s been a...

01.07.2026 50

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Jonathan Levin

The Bond Market’s Skepticism of Burnham Is a Warning

23.06.2026 40

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Jonathan Levin

Greenspan’s Stumbles Hold Lessons for Warsh’s Fed

22.06.2026 30

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Jonathan Levin

Warsh Just Passed His First Independence Test at the Fed

18.06.2026 40

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Jonathan Levin

The Fed and ECB’s Rate Paths Look Confused

16.06.2026 50

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Jonathan Levin

The Hormuz Peace Dividend Goes to Stocks, Not Bonds

16.06.2026 50

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Jonathan Levin

What If the Next Big AI Trade Isn’t in the US?

05.06.2026 40

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Jonathan Levin

How Much AI Is Too Much for Stock Investors?

02.06.2026 40

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Jonathan Levin

Dwindling Savings Are the US Economy’s Achilles’ Heel

If a company were burning through essentially all of its cash flow each month, I’d be pretty nervous about its prospects. But that’s basically how...

29.05.2026 50

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Jonathan Levin

Fight the SpaceX FOMO. You'll Be Glad You Did

28.05.2026 40

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Jonathan Levin

Bad Behavior Is Moving Markets. Where Are the Regulators?

27.05.2026 90

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Jonathan Levin

High Bond Yields Are What America Needs in the AI Era

There’s a whiff of panic among investors these days. US Treasury yields have climbed to levels unseen in more than a year at the same time as a...

20.05.2026 70

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Jonathan Levin

Jerome Powell's Critics Fail to See the Big Picture

Federal Reserve Chair Jerome Powell ends his tenure atop the world’s most powerful central bank with his legacy mostly cemented. Having faced an...

15.05.2026 350

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Jonathan Levin

Bond Markets Are Too Cool About Hot Inflation

12.05.2026 50

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Jonathan Levin

South Korea’s Chip Surge Hides the Market’s Vulnerabilities

10.05.2026 40

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Jonathan Levin

Americans Are Back on a Hamster Wheel as Wages Fall Behind

08.05.2026 40

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Jonathan Levin

The AI Boom’s Chipmaker Moment Ignores History

06.05.2026 40

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Jonathan Levin

Trump’s DOJ Owes Powell, Warsh and the Fed Clarity

30.04.2026 40

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Jonathan Levin

Warsh Ties Himself in Knots to Please Trump. It Can’t Last

22.04.2026 50

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Jonathan Levin

SpaceX Heralds New Era of Mega IPOs. Buyers Beware

06.04.2026 60

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Jonathan Levin