Jonathan Levin

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Disinflation Is Happening In All The Right Places

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The U.S. consumer price index is still a fog of lags, imputations and general noise, but the categories that matter are extremely encouraging.

The U.S. Economy Won't Be Immune To High Rates Forever

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The economy has been largely unresponsive to Fed policy moves, but that doesn't mean the U.S. will be permanently rate-insensitive.

Gen Z Is Frustrated, And It's Not For Nothing

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America's two-track economy is leaving many behind, particularly young adults.

It's Hard To Complain About Rising Wages, Unless You're The Fed

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Strong labor-cost data for the first quarter is good for workers, fine for inflation but not great for interest rates.

Keep The Faith On Inflation, But Prepare To Be Disappointed

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The Fed's preferred gauge of price changes confirmed that we're at the bumpy end of the road back to 2%.

It's Time For Earnings To Prove The Bulls Right

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We're about to find out if expanding equity market valuations have been justified.

AI Setting Insurance Premiums Could Be Great--Or A Disaster

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Algorithms using millions of inputs to judge costs and claims are a dream scenario for companies.

The Stock Market Is Running Low On Inspiration

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The Fed is stuck on hold, consumption is cooling, and we can't count on the AI bellwethers to save us anytime soon.

The Great Resignation Is Now The Big Stay

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U.S. workers are changing jobs less frequently, easing pressure on the hot labor market.

Florida's Booming Housing Market Has A Moral Hazard Problem

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Efforts to expand the role of the state-backed insurer of last resort will encourage ill-advised investments by homeowners.

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