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Jonathan Levin

Jonathan Levin

Bloomberg

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Can an Old Soros Theory Help Bessent Steer Markets?

Can an Old Soros Theory Help Bessent Steer Markets?
tuesday 5

Bloomberg

Jonathan Levin

Can Trump Deliver on His Promises? These 12 Metrics Will Tell Us

tuesday 7

Bloomberg

Jonathan Levin

Buffett Offers a Recipe for What Makes America Great

Buffett Offers a Recipe for What Makes America Great
23.02.2025 10

Bloomberg

Jonathan Levin

$4.5 Trillion in Tax Cuts — No Strings Attached?

$4.5 Trillion in Tax Cuts — No Strings Attached?
20.02.2025 10

Bloomberg

Jonathan Levin

The Fed Is Both Ally and Scapegoat for Trump

The Fed Is Both Ally and Scapegoat for Trump
13.02.2025 6

Bloomberg

Jonathan Levin

King Dollar Won’t Follow Trump’s Tariff Playbook

06.02.2025 9

Bloomberg

Jonathan Levin

Three Unsettling Lessons From Trump’s Tariff Drama

03.02.2025 10

Bloomberg

Jonathan Levin

Goldman Knows DeepSeek Affects the Future of Work

31.01.2025 8

Bloomberg

Jonathan Levin

Trump Can Have Lower Interest Rates Without Bullying the Fed

29.01.2025 2

Bloomberg

Jonathan Levin

DeepSeek Exposes Market Risk Hiding in Plain Sight

27.01.2025 2

Bloomberg

Jonathan Levin

Trump’s Game of Chicken With Canada and Mexico Is a Distraction

24.01.2025 10

Bloomberg

Jonathan Levin

Treasury Pick Bessent Should Know Hope Isn’t a Strategy

Treasury Secretary nominee Scott Bessent had a comfortable existence as a low-profile hedge fund manager, but he decided to enter public life to help...

18.01.2025 10

Bloomberg

Jonathan Levin

Inflation Vibes Get Another Nasty Surprise

Americans are growing concerned about sticky inflation, and President-elect Donald Trump needs to make sure that he doesn’t fan those anxieties with...

17.01.2025 7

Bloomberg

Jonathan Levin

The Trump Trade Looks Like a Trap

The US earnings season may very well prove decent, but that’s no guarantee that stocks will bounce back from their recent slump. The election of...

15.01.2025 20

Bloomberg

Jonathan Levin

Trump Won’t Like the Jobs Report’s Message

The Federal Reserve is probably heading into wait-and-see mode. Friday’s excellent labor market report showed that the unemployment rate fell to...

12.01.2025 10

Bloomberg

Jonathan Levin

Can Howard Marks Spot a Stock Bubble Twice?

Most people assume that the S&P 500 Index will go up over long holding periods. Wharton School Professor Jeremy Siegel popularized the proposition in...

09.01.2025 9

Bloomberg

Jonathan Levin

Stock Bears Are Going Extinct. Time to Worry?

It’s that time of year when Wall Street soothsayers look ahead 12 months and try to divine the path of US stocks. Last year at this time, no one...

04.01.2025 10

Bloomberg

Jonathan Levin

In American Debt We Trust — But for How Long?

This is part of a series of Bloomberg Opinion columns exploring the risks related to the US’s rapidly expanding debt and budget deficit. Other...

27.12.2024 100

Bloomberg

Jonathan Levin

The Fed Is as Clueless as Markets

In normal times, the conduct of monetary policy is a lot like driving a car through a thick fog of uncertainty. You have a general idea of where...

20.12.2024 3

Bloomberg

Jonathan Levin

Inflation Anxiety Gives Way to Inflation Uncertainty in 2025

Inflation optimists were riding high at the start of 2024. Price pressures seemed to be cooling quickly, and market pricing suggested that the...

12.12.2024 10

Bloomberg

Jonathan Levin

Bitcoin Going Even Higher? Ask Your Robot for Advice

This is Bloomberg Opinion Today, a strategic reserve of Bloomberg Opinion’s opinions. Sign up here . The US has reserves of petroleum and precious...

08.12.2024 90

Bloomberg

Jonathan Levin

Mid-Caps Could Be the Magnificent Refuge Tech Investors Need

06.12.2024 6

Bloomberg

Jonathan Levin

Will Bessent's Old Trump Jokes Make His Treasury Job Tricky?

The world’s most consequential market, US Treasuries, heaved a sigh of relief when Donald Trump picked Scott Bessent as his next Treasury...

03.12.2024 60

Bloomberg

Jonathan Levin

The Magnificent 7 Are Beginning to Look Average

Growth prospects for the group of companies dubbed the Magnificent 7 are still above average, but they’re no longer magnificent. Consensus Wall...

26.11.2024 6

Bloomberg

Jonathan Levin

Trump’s Tariffs and Inflation Fatigue Are a Toxic Brew

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...

14.11.2024 6

Bloomberg

Jonathan Levin

Trump Trades Now Face Their Reality Check

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 is...

12.11.2024 5

Bloomberg

Jonathan Levin

Palantir Is a Rare Puzzle for the Wall Street Brain

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...

28.10.2024 5

Bloomberg

Jonathan Levin

Trump Inflation Is Being Priced In by Traders

Many Americans are frustrated with high consumer prices and elevated mortgage rates, discontent that could help Donald Trump win back the White...

24.10.2024 7

Bloomberg

Jonathan Levin

Trifecta of Fed Rate-Cut Regret Is an Illusion

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...

17.10.2024 2

Bloomberg

Jonathan Levin

Frustrated With Your Boss? Blame Inflation

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...

11.10.2024 6

Bloomberg

Jonathan Levin

Strong Jobs Report Provides a Reason to End the Paranoia

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...

04.10.2024 2

Bloomberg

Jonathan Levin

What 1980s Miami Tells Us About Springfield in 2024

Anyone who experienced Miami in 1980 has to be sympathetic to the residents of Springfield, Ohio, the Rust Belt city that local authorities and...

01.10.2024 2

Bloomberg

Jonathan Levin

Miami Housing Is Expensive. Just Don’t Call It a Bubble

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...

30.09.2024 2

Bloomberg

Jonathan Levin

Restaurant Customers Aren’t Tapped Out. They’re Just Bored.

The restaurant business has been through a volatile stretch. Restaurateurs battled through the early days of the Covid-19 pandemic (when no one was...

25.09.2024 3

Bloomberg

Jonathan Levin

The Fed’s Uncertain Destination Troubles the Bond Market

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...

19.09.2024 4

Bloomberg

Jonathan Levin

LIVE ANALYSIS: What the Fed Rate Cut Means for Markets — and You

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...

18.09.2024 2

Bloomberg

Jonathan Levin

Walmart Has Seized the Baton From Nvidia. What?

Consumer staples are one of the sleepiest sectors of the US stock market. Investors buy them for their low volatility and generous dividends, not...

16.09.2024 6

Bloomberg

Jonathan Levin

The Fed Has No Choice But to Assume the Worst

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...

13.09.2024 2

Bloomberg

Jonathan Levin

Powell’s Inertia Leaves the Fed in a Bind After CPI Surprise

In some ways, central banking requires a trader’s instincts. Policymakers need to marry academic rigor with quick reflexes. There is a time for...

11.09.2024 2

Bloomberg

Jonathan Levin

The Numbers Behind the Presidential Debate Spin

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 night in...

10.09.2024 2

Bloomberg

Jonathan Levin

Stock-Selloff Fears for September Are Overblown

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...

09.09.2024 3

Bloomberg

Jonathan Levin

Trump’s Tariff Plan Just Doesn’t Add Up

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 ....

06.09.2024 3

Bloomberg

Jonathan Levin

Biden Leaves Behind a Doozy of a China Challenge

04.09.2024 10

Bloomberg

Jonathan Levin

Wall Street Strategists Face Their Own Short Squeeze

Since the pandemic, Wall Street strategists have repeatedly underestimated the performance of the US stock market in their annual projections,...

03.09.2024 4

Bloomberg

Jonathan Levin

Powell Ignored the Elephant in the Fed’s Jackson Hole Lodge

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...

25.08.2024 2

Bloomberg

Jonathan Levin

Harris Has a Manufacturing Record Trump Craves. She Should Use It.

Vice President Kamala Harris has some serious manufacturing credentials, and she shouldn’t be afraid to brag about them in her campaign against...

22.08.2024 3

Bloomberg

Jonathan Levin

Why 818,000 Fewer Jobs Signal a Healing Economy. Don’t Panic.

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...

21.08.2024 2

Bloomberg

Jonathan Levin

Recession Guesswork Is Just as Reliable as It Sounds

The term “recession” made a big comeback in news stories and social media posts this month. Goldman Sachs Group Inc.’s Chief Economist Jan...

20.08.2024 2

Bloomberg

Jonathan Levin

Walmart Shoppers Explain State of the US Economy

If rising layoffs and weakening consumption are going to snowball into a US recession at some point, my interpretation is that the mass of...

15.08.2024 6

Bloomberg

Jonathan Levin

There’s Something Fishy About Insiders’ ‘Other’ Trades

Regulators and investors have always had a keen interest in the trades that corporates executives and board members make in their companies’ own...

14.08.2024 10

Bloomberg

Jonathan Levin