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![]() Jonathan LevinBloomberg |
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...
In the US stock market, investors have been conditioned to hold onto their winners. The Magnificent Seven were so-named because most of them — both...
This is Bloomberg Opinion Today, a whiny compilation of Bloomberg Opinion’s opinions. Sign up here . The members of Generation Z have a lot of...
At last weekend’s Berkshire Hathaway Inc. annual meeting, one shareholder asked Warren Buffett how his auto insurer Geico might fare in the event...
Data watchers can finally turn the page on a troubling but misleading first-quarter of inflation and labor-market data. The nonfarm payrolls report on...
There are two Americas in 2024: the one for people with jobs, homes and stock portfolios, and the one for everyone else. The latest example of the...
The monetary policy gods meeting this week at the Eccles building in Washington aren’t likely to find very much at all to like about the first three...
This is Bloomberg Opinion Today, a slightly inflationary compilation of Bloomberg Opinion’s opinions. Sign up here . If I told you that the Earth...
There were a couple of ways that the latest inflation data could have gone, and Friday’s result was clearly the most positive of the not-great...
Markets are supposed to be forward-looking, so it’s a bit of a mystery that bonds sold off as dramatically as they did on evidence that bad...
Ben Graham, the value investor and Warren Buffett mentor, famously said the market is like a voting machine in the short run, but “in the long run...
Fixed-income markets are back in a tizzy over inflation, thanks to the combination of rising risks for energy prices and strong retail sales data —...
The Federal Reserve has an optics problem that is mounting by the day. With another month of elevated inflation data in hand, markets now project the...
In monetary policy, there’s a school of thought that you can have too much of a good thing. Too many jobs, too much wage growth, too much economic...
The Medicare Advantage program — under which private companies are paid to administer Medicare health plans — has proved a remarkably profitable...
This is Bloomberg Opinion Today, the presidential meme stock version of Bloomberg Opinion’s opinions. Sign up here . Donald J. Trump is a man of...
Reasonable people can disagree about whether US disinflation is actually stalling and what it might mean for Federal Reserve monetary policy. But...
How would you feel about artificial intelligence setting your insurance premiums thereby determining the price you pay based on, potentially, millions...
Olive Garden’s salad and breadsticks may be “never-ending,” as the company says, but it turns out that Americans’ once insatiable interest in...
The Federal Reserve’s dot plot was supposed to be the main event at Wednesday’s central bank data dump, and — true to expectations — it...
The stock market isn’t quite what it used to be. Just ask billionaire Ron Burkle, the controlling shareholder of Soho House & Co., a profitless...
All durable bull markets need bouts of positivity to keep them moving higher, and the next month is shaping up to be a good-news desert. First,...
The cost of home and automobile insurance has surged since the start of the pandemic, spurring concern about corporate profiteering. In reality, the...
The Federal Reserve has been adamant for months that it would allow the The Data™ to guide its path to interest-rate cuts. But a second straight...
In many ways, the housing market couldn’t be more miserable for first-time buyers. Mortgage rates and home prices have made monthly payments...
The Great Resignation is in the rear-view mirror, and the labor market is showing hints of swinging back in the complete opposite direction. A report...
A curious thing has happened in the US market discourse: In the absence of major concerns about jobs and growth, commentators have started to worry...
The Bureau of Labor Statistics is in a bit of hot water. As my Bloomberg colleague Matthew Boesler reported Wednesday, an apparently retracted note...
With the S&P 500 near all-time highs, insider share sales have picked up at top-performing companies. This quarter alone, Jeff Bezos sold about $9...
The Warren Buffett philosophy was never an immutable doctrine frozen in time. In his first shareholder letter after the death of his late, great...
With US valuations ostensibly high compared to global peers, many investors are asking themselves if now is the time to dip their toes into...
The bond market is selling off again, but Federal Reserve interest-rate cuts haven’t been canceled — perhaps just delayed. The latest market...
This is Bloomberg Opinion Today, the baked goods edition of Bloomberg Opinion’s opinions. Sign up here . There are two kinds of cookies in this...
The inflation problem is largely behind us, and most signs suggest that Federal Reserve policymakers know it. So why didn’t they just go ahead and...
The inverse Jim Cramer exchange-traded fund, which bet against positions recommended by the longtime CNBC host, is shutting down, meeting the same...
Economic growth is barely positive in the Eurozone, and the Chinese stock market has been in freefall. But for all its doubters, the US economy and...
The Federal Reserve’s asset purchase program, known as quantitative easing, has twice helped save the US economy — first during the financial...
The S&P 500 Index hit an all-time high on Friday, punctuating its 38% return from the trough in October 2022. Much of the exciting rally has reflected...
Inflation is clearly abating and the Federal Reserve seems primed to start cutting policy rates this year. But even if the economy develops as...
The Federal Reserve is likely to cut policy rates this year less than the market expects, and the latest inflation report shows why. The consumer...
This is Bloomberg Opinion Today, the who-moved-our-jobs edition of Bloomberg Opinion’s opinions. Sign up here . It’s the start of 2024, and what...