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Jonathan LevinBloomberg |
Donald Trump’s allies tell us that tariffs are principally a negotiating tool rather than a tax on consumers: if you threaten America’s trade...
Donald Trump’s victory in last week’s presidential election has fueled knee-jerk rallies in US stocks and other risk assets. Once the sugar rush...
No matter how much they torture their models, sell-side stock analysts just can’t come up with a justification for Palantir Technologies Inc. stock...
Many Americans are frustrated with high consumer prices and elevated mortgage rates, discontent that could help Donald Trump win back the White House,...
We’ve had several weeks of strong data since the Federal Reserve cut policy rates by a half percentage point. It started with a surprisingly robust...
As a general matter, workers hate asking for a raise. It’s time-consuming, awkward and even risky. Should you shop around for an outside offer to...
It may soon be time to shed our paranoia about the US labor market and concede that the economy is looking fabulous. By one estimate, gross domestic...
Anyone who experienced Miami in 1980 has to be sympathetic to the residents of Springfield, Ohio, the Rust Belt city that local authorities and...
The relentless surge in Miami-area housing prices has earned the city the top spot in this year’s UBS Global Real Estate Bubble Index, a ranking of...
The restaurant business has been through a volatile stretch. Restaurateurs battled through the early days of the Covid-19 pandemic (when no one was...
The Federal Reserve on Wednesday began its policy easing with a bang. Much of the focus was on its decision to cut interest rates by half a percentage...
There are few things I've been certain about in my life: Death, taxes, and the fact that the Fed will finally cut rates today. It’s all happening...
Consumer staples are one of the sleepiest sectors of the US stock market. Investors buy them for their low volatility and generous dividends, not...
Earlier this year, the Federal Reserve seemed to have time on its side. Payrolls were growing at a healthy clip and the unemployment rate hovered near...
In some ways, central banking requires a trader’s instincts. Policymakers need to marry academic rigor with quick reflexes. There is a time for...
I’m Jonathan Levin, and this is Bloomberg Opinion Today, a pre-debate snack of Bloomberg Opinion’s opinions. Sign up here . It’s debate...
The US stock market has given us plenty of real and perceived calendar anomalies to think about. There’s the observed tendency for stocks to...
I’m Jonathan Levin, and this is Bloomberg Opinion Today, a collection of writing from columnists you’d love to have a beer with. Sign up here ....
I’m Jonathan Levin, and this is Bloomberg Opinion Today, a smorgasbord of Bloomberg Opinion’s opinions on geopolitical risks and the economy. Sign...
Since the pandemic, Wall Street strategists have repeatedly underestimated the performance of the US stock market in their annual projections, leading...
Federal Reserve Chair Jerome Powell on Friday removed all doubt that interest rate cuts are just around the corner. “The time has come for policy to...
Vice President Kamala Harris has some serious manufacturing credentials, and she shouldn’t be afraid to brag about them in her campaign against...
There was a lot of commotion Wednesday about an obscure — at least to non-economists — labor data revision that, on the face of it, showed 818,000...
The term “recession” made a big comeback in news stories and social media posts this month. Goldman Sachs Group Inc.’s Chief Economist Jan...
If rising layoffs and weakening consumption are going to snowball into a US recession at some point, my interpretation is that the mass of...
Regulators and investors have always had a keen interest in the trades that corporates executives and board members make in their companies’ own...
Donald Trump appears to be totally serious about his plan to give presidents a say in monetary policy, a proposal that would undermine decades of...
I’m Jonathan Levin, and this is Bloomberg Opinion Today, a volatility-packed compilation of Bloomberg Opinion’s opinions that may or may not leave...
Warren Buffett has been selling a lot of stock, and that revelation is inducing his many admirers to follow suit. His Omaha, Nebraska-based...
In markets and economics, you sometimes have to hold two thoughts in your head simultaneously — an important lesson on a day in which the US...
Economists Stephen Miran and Nouriel Roubini are making waves by suggesting in a paper published last week that the Treasury Department has actively...
The mortgage lock-in effect ended in the Levin household shortly before my in-laws arrived from Mexico to celebrate my daughter’s birthday at our...
For the better part of 2024, market commentators have bemoaned the fact that a few mega-capitalization stocks, dubbed the Magnificent Seven, appeared...
Back in 2021, legions of critics lambasted the Federal Reserve for failing to take proactive and forward-looking steps against the emerging inflation...
Taken at face value, there are a lot of inflationary proposals in Donald Trump’s economic agenda. If elected, he could extend his 2017 tax cuts amid...
Human nature is such that there are always some folks who put a negative spin on obviously good news. So as we head into the time of year when...
Thursday’s wildly encouraging consumer price index report shows that the Federal Reserve should be cutting policy rates at its meeting later this...
Piper Sandler & Co. is eliminating its price target for the S&P 500 Index. Its Wall Street counterparts should follow suit. The financial services...
It’s a challenging time to be a college graduate entering the labor force. Outside of the early pandemic months, the ratio of new hires to total...
Surprise, surprise! It turns out you can’t count on private equity investors to single-handedly provide effective and accessibly priced mass transit...
This is Bloomberg Opinion Today, a statistically noisy compilation of Bloomberg Opinion’s opinions that may be subject to future benchmark revisions...
The Federal Reserve will begin a review of its monetary policy framework later this year, including a potential reconsideration of the ways it...
There’s still a lot of noise in the latest US inflation report, but the things that matter are moving in the right direction. The core consumer...
Wednesday is shaping up to be a doozy in the US bond market. Following the release of the consumer price index at 8:30 a.m. in Washington, investors...
The labor market data is full of conflicting signals, but the big picture is that the US economy is in pretty good shape. That’s worth celebrating,...
In spite of the highest Federal Reserve policy rates in two decades, the US economy grew about 2.5% last year, unemployment remains low and stocks are...
Target Corp.’s sales slump last quarter marked the latest example of supposed softening in US consumption, making some stock-market investors...
The disinflation process appears to be intact, even if it’s happening in fits and starts. The Bureau of Labor Statistics reported Wednesday that...
Wednesday’s inflation report is one to watch. After three months of surprisingly hot CPI data, even inflation optimists are worried that the...
Wall Street strategists are worried that US stocks are on a trip to nowhere, but that doesn’t mean you shouldn’t go along for the ride. Goldman...