What Global Allocators Are Asking About Israel’s Markets

Reflections from iConnections Miami

Aaron Levitats 2/12/26 Aaron Levitats 2/12/26

January 2026 Market Insights: Equity Strength, Bond Stability, and Rate Cuts in Israel

Early-Year Signals from Israel’s Capital Markets

Aaron Levitats 2/5/26 Aaron Levitats 2/5/26

Why a developed, liquid bond market barely shows up in global portfolios

Aaron Levitats 1/6/26 Aaron Levitats 1/6/26

Why the Bank of Israel’s latest move reflects normalization, not urgency

Aaron Levitats 1/1/26 Aaron Levitats 1/1/26

Sovereign Risk Normalizes, Shekel Strengthens, and Capital Markets Boom as Israel’s Economy Re-Focuses on Fundamentals

Aaron Levitats 12/2/25 Aaron Levitats 12/2/25

Inflation Within Target Enables the First Rate Cut in Nearly Two Years

Aaron Levitats 11/23/25 Aaron Levitats 11/23/25

Previewing Tomorrow’s Bank of Israel Rate Decision

Aaron Levitats 11/13/25 Aaron Levitats 11/13/25

Interpreting Prof. Yaron’s Outlook for Israel’s Economy

Aaron Levitats 11/11/25 Aaron Levitats 11/11/25

Inflation Eases, the Shekel Strengthens, and Investor Confidence Builds