Jonathan Levin

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Markets Best Keep Their Bullish Impulses In Check

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Investors would be doing themselves a favor by suppressing the urge to “buy the dip” right now.

A COLA Raise For Seniors Won't Do Inflation Fight Any Favors

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Even the remedies set up to protect the most vulnerable can prolong the problem.

Junk Bond Traders Ought To Check In With Economists

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There's a highly unusual disconnect between recession probabilities and U.S. high-yield bond spreads.

Will Housing Prices Flatten--or Collapse?

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Home values are fast approaching the pace of gains that would be consistent with low inflation.

Inflation Surprises Are Bad Even When They're Good

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The unpredictability of rising prices is what confounds businesses, consumers and the Fed.

Housing Inventories May Not Save Prices After All

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Home values are retreating in some of the most expensive cities in the country.

Corporate Profits May Be The Next Thing To Break

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Earnings and interest rate outlooks both signal the potential for more pain.

Defensive Stocks Take Their Turn As Highfliers

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Shares of consumer staples companies have trounced those of their discretionary peers.

Consumer Stocks Start To Believe The Fed Is Serious

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Subtle signs are emerging that the market has begun to comprehend the challenges.

Banks Aren't Sweating A Yield Curve Inversion Yet

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Higher interest rates and a return to growth in lending are expected to bolster profits this year and next.

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