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Michael Lebowitz

720 Global
  • Analysis & Comment

Michael Lebowitz's Comment & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & comment - Page 17

Bonds Are on Sale, Get Them While They're Still Cheap
By Michael Lebowitz - Aug 30, 2023
The previous article discussed the potential ramifications related to policy actions that China and Japan might take. These large U.S. Treasury bondholders could temporarily upset the Treasury market,...
Selloff in Bonds Is a Buying Opportunity
By Michael Lebowitz - Aug 23, 2023
“China, Japan, inflation, deficits, and QT, oh my!” – The chant of bond traders watching yields creep higher.Despite the highest yields in 15 years, some bearish bond traders think...
Inflation May Be Falling Faster Than the Fed Realizes
By Michael Lebowitz - Aug 16, 2023
The Fed’s next rate move and its higher-for-longer policy mantra are predicated on high and sticky inflation. Inflation has fallen nicely from its peak but not enough to sway the Fed to...
The economy has marched forward, ignoring higher interest rates and consistent calls for a recession. Credit goes to “We The People,” the citizens of the U.S.A shout-out also goes to...
Our recent article warns that a tremendous thirty-year tailwind for corporate earnings is dying down. Consistent corporate interest and tax rate declines significantly boosted stock prices and...
Jerome Powell and his colleagues endlessly reassert their “higher for longer” plan for interest rates. They aim to weaken economic growth, bringing inflation back to pre-pandemic levels....
Our view of the attractiveness of bonds can be honed into an elevator pitch. It essentially boils down to a straightforward question – Is this time different?Have the forty-year pre-pandemic...
GDP growth fell markedly over the last 30 years while corporate profit growth rose slightly. Lower interest and tax rates and increased leverage greatly benefited corporate net...
The market has underestimated the Fed every time it cuts or hikes rates meaningfully. The Fed Funds futures market and the Federal Reserve believe rates will stay around current levels for almost a...
Yield curve inversions, as we currently have, portend recessions. Banks use time and credit arbitrage to make profits. Our proxy for lending profitability is at 25-year lows, resulting in tightening...