Biography

Jon Levy is a Global Strategist covering European markets for the Macro Strategies Group at Loomis, Sayles & Company. He also contributes to the firm’s macro views. Jon joined Loomis Sayles in 2020 and has 20 years of investment industry experience. For a decade, he held roles in the markets group and the president’s office at the Federal Reserve Bank of New York, where he researched global market, policy and financial system issues and contributed to multiple aspects of the New York Fed and FOMC’s decision-making and implementation. In 2015 and 2016 he was seconded to the Bank of England, where he co-managed foreign reserve portfolios and contributed to the Bank’s market intelligence efforts during the EU referendum. Prior to joining the Fed, Jon developed the western Europe practice at Eurasia Group, where he advised leading investors and companies on economic, policy and political developments in the region. Jon also served as a national security policy director for the John Kerry for President campaign. He earned an AB from Brown University and an MA from Johns Hopkins University.

Latest Insights by Jon Levy

Market Commentary & Outlook Are French and Italian Yields More ā€œNormalā€ Than You Think?
October 6, 2025 • 3 min read

Are French and Italian Yields More ā€œNormalā€ Than You Think?

French and Italian 10-year yields have converged over the past several months. Global Macro Strategist Jon Levy entertains a theory that perhaps[…]
Macro Strategies
Market Commentary & Outlook The Future of the UK Economy Under Labour’s Policy Framework
June 28, 2024 • 5 min read

The Future of the UK Economy Under Labour’s Policy Framework

Major political shifts in the UK have historically been followed by profound economic changes, and this occasion might be no different.
Market Commentary & Outlook Can the ECB Teach an Old Dog New Tricks?
March 13, 2023 • 3 min read

Can the ECB Teach an Old Dog New Tricks?

Senior Sovereign Analyst Jon Levy shares his analysis of the European Central Bank’s plans to unwind its largest quantitative policy measure, how[…]
Macro Strategies

About the Macro Strategies Team

Investors on the Macro Strategies team

Craig Burelle
Global Macro Strategist, Credit
Brian Horrigan, PhD, CFA
Chief Economist
Bo Zhuang
Global Macro Strategist, Asia
Kaimin Khaw
Global Macro Strategist, Asia
Tyler Silvey, CFA
Global Macro Strategist, Asset Allocation
Ramsey Andrawis
Global Macro Strategist, CEE and MENA
Saurabh Lele, CFA
Global Macro Strategist, Commodities
Jingzhou Meng
Research Analyst
Gregory Hadjian, CFA
Global Macro Strategist, LATAM
Huani Zhu
Sovereign Analyst
Matthew Novak, CFA
Sovereign Analyst
Tom Fahey
Co-Director of Macro Strategies, Senior Global Macro Strategist, Portfolio Manager