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Jonathan Levin

Jonathan Levin

Bloomberg

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Employers Are Ghosting Job Applicants and It’s Not OK

This is Bloomberg Opinion Today, a statistically noisy compilation of Bloomberg Opinion’s opinions that may be subject to future benchmark revisions...

18.06.2024 8

Bloomberg

Jonathan Levin

Lazy Fed Forecasts Are a Disgrace. Let’s Do Better.

The Federal Reserve will begin a review of its monetary policy framework later this year, including a potential reconsideration of the ways it...

17.06.2024 30

Bloomberg

Jonathan Levin

Disinflation Is Happening in All the Right Places

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...

12.06.2024 5

Bloomberg

Jonathan Levin

A Brief Guide to What Really Matters on CPI-Fed Day

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...

12.06.2024 30

Bloomberg

Jonathan Levin

Stunning Job Numbers May End Up Being Just OK

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,...

08.06.2024 10

Bloomberg

Jonathan Levin

The US Economy Won’t Be Immune to High Rates Forever

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...

29.05.2024 10

Bloomberg

Jonathan Levin

The ‘Everyone Wins’ Stock Market Is Dead — Ask Target

Target Corp.’s sales slump last quarter marked the latest example of supposed softening in US consumption, making some stock-market investors...

28.05.2024 10

Bloomberg

Jonathan Levin

Sorry Inflation Doomers, We're Heading in the Right Direction

The disinflation process appears to be intact, even if it’s happening in fits and starts. The Bureau of Labor Statistics reported Wednesday that...

16.05.2024 30

Bloomberg

Jonathan Levin

Were Those Hot Inflation Numbers Just a Bad Dream?

Wednesday’s inflation report is one to watch. After three months of surprisingly hot CPI data, even inflation optimists are worried that the...

15.05.2024 60

Bloomberg

Jonathan Levin

Goldman’s ‘No Return’ Market May Still Surprise

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...

13.05.2024 40

Bloomberg

Jonathan Levin

Druckenmiller Sold Some Nvidia Stock. Don’t Panic.

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...

10.05.2024 50

Bloomberg

Jonathan Levin

Gen Z’s Kvetching Is Part of an Age-Old Tradition

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...

09.05.2024 40

Bloomberg

Jonathan Levin

Buffett Shouldn't Worry About Self-Driving Teslas

At last weekend’s Berkshire Hathaway Inc. annual meeting, one shareholder asked Warren Buffett how his auto insurer Geico might fare in the event...

08.05.2024 30

Bloomberg

Jonathan Levin

Markets Were Confused and Misled. The Fed Wasn’t

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...

03.05.2024 20

Bloomberg

Jonathan Levin

Gen Z Is Frustrated, and It’s Not for Nothing

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...

03.05.2024 50

Bloomberg

Jonathan Levin

It’s Hard to Complain About Rising Wages, Unless You’re the Fed

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...

01.05.2024 20

Bloomberg

Jonathan Levin

Too Much Trump — and a Bit Too Much Inflation

This is Bloomberg Opinion Today, a slightly inflationary compilation of Bloomberg Opinion’s opinions. Sign up here . If I told you that the Earth...

27.04.2024 20

Bloomberg

Jonathan Levin

Keep the Faith on Inflation, But Prepare to Be Disappointed

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...

26.04.2024 6

Bloomberg

Jonathan Levin

Focus on the Right Inflation Data — Not Nightmare Scenarios

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...

26.04.2024 30

Bloomberg

Jonathan Levin

It’s Time for Earnings to Prove the Bulls Right

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...

19.04.2024 9

Bloomberg

Jonathan Levin

It’s Suddenly Lonely Being a Dove on Fed Policy. So Be It.

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 —...

15.04.2024 10

Bloomberg

Jonathan Levin

Inflation Is Becoming a Political Nightmare for the Fed

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...

10.04.2024 4

Bloomberg

Jonathan Levin

Worried About the Labor Market Overheating? Relax.

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...

05.04.2024 30

Bloomberg

Jonathan Levin

Medicare Companies Can Live With a Slower Gravy Train

The Medicare Advantage program — under which private companies are paid to administer Medicare health plans — has proved a remarkably profitable...

03.04.2024 10

Bloomberg

Jonathan Levin

Trump and the Art of Mail-In Ballot Self-Sabotage

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...

02.04.2024 10

Bloomberg

Jonathan Levin

The US Economy's Resilience Is Now Undeniable

Reasonable people can disagree about whether US disinflation is actually stalling and what it might mean for Federal Reserve monetary policy. But...

29.03.2024 8

Bloomberg

Jonathan Levin

AI Setting Insurance Premiums Could Be Great — or a Disaster

How would you feel about artificial intelligence setting your insurance premiums thereby determining the price you pay based on, potentially, millions...

28.03.2024 4

Bloomberg

Jonathan Levin

No Appetite for Olive Garden Is Just Fine With the Fed

Olive Garden’s salad and breadsticks may be “never-ending,” as the company says, but it turns out that Americans’ once insatiable interest in...

22.03.2024 7

Bloomberg

Jonathan Levin

Powell's Words Are Mightier Than the Fed's Dot Plot

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...

21.03.2024 8

Bloomberg

Jonathan Levin

Ron Burkle’s Soho House Memo Reveals a Rational Market

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...

20.03.2024 20

Bloomberg

Jonathan Levin

The Stock Market Is Running Low on Inspiration

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,...

15.03.2024 8

Bloomberg

Jonathan Levin

Your Insurer Isn’t Ripping You Off — At Least Not Yet

The cost of home and automobile insurance has surged since the start of the pandemic, spurring concern about corporate profiteering. In reality, the...

14.03.2024 10

Bloomberg

Jonathan Levin

Fed’s Data Dependence Fails When the Data Isn’t Dependable

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...

12.03.2024 10

Bloomberg

Jonathan Levin

Biden’s Housing Tax Breaks Are a Start, Not a Silver Bullet

In many ways, the housing market couldn’t be more miserable for first-time buyers. Mortgage rates and home prices have made monthly payments...

11.03.2024 9

Bloomberg

Jonathan Levin

The Great Resignation Is Now the Big Stay

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...

07.03.2024 9

Bloomberg

Jonathan Levin

Inflation Worrywarts Are Crashing the Party

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...

05.03.2024 10

Bloomberg

Jonathan Levin

One Good Footnote Is Worth a Million CPI Guesses

The Bureau of Labor Statistics is in a bit of hot water. As my Bloomberg colleague Matthew Boesler reported Wednesday, an apparently retracted note...

01.03.2024 10

Bloomberg

Jonathan Levin

The Message in Bezos’ and Zuckerberg’s Stock Sales

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...

29.02.2024 7

Bloomberg

Jonathan Levin

Warren Buffett Reminds Us of Charlie Munger's Greatest Advice

The Warren Buffett philosophy was never an immutable doctrine frozen in time. In his first shareholder letter after the death of his late, great...

25.02.2024 10

Bloomberg

Jonathan Levin

Nvidia's Scary Valuation Is No Reason to Head Overseas

With US valuations ostensibly high compared to global peers, many investors are asking themselves if now is the time to dip their toes into...

22.02.2024 10

Bloomberg

Jonathan Levin

Jerome Powell to Rates Traders: I Told You So.

The bond market is selling off again, but Federal Reserve interest-rate cuts haven’t been canceled — perhaps just delayed. The latest market...

16.02.2024 8

Bloomberg

Jonathan Levin

Here’s What the Cookie Apocalypse Means for You

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...

08.02.2024 8

Bloomberg

Jonathan Levin

The Fed’s Risk Management Is Now the Big Economic Risk

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...

01.02.2024 20

Bloomberg

Jonathan Levin

‘Hot Sauce’ ETFs Will Thrive Even Without Jim Cramer Funds

The inverse Jim Cramer exchange-traded fund, which bet against positions recommended by the longtime CNBC host, is shutting down, meeting the same...

30.01.2024 3

Bloomberg

Jonathan Levin

Bet Against the US Superconsumer and Lose

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...

26.01.2024 50

Bloomberg

Jonathan Levin

It’s Time for the Fed to Slay Its Quantitative-Tightening Demons

The Federal Reserve’s asset purchase program, known as quantitative easing, has twice helped save the US economy — first during the financial...

25.01.2024 8

Bloomberg

Jonathan Levin

This Isn’t Your Father’s S&P 500. Don’t Worry About Valuations.

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...

20.01.2024 90

Bloomberg

Jonathan Levin

The Pipe Dream of Bond Bulls Will End Soon

Inflation is clearly abating and the Federal Reserve seems primed to start cutting policy rates this year. But even if the economy develops as...

17.01.2024 10

Bloomberg

Jonathan Levin

Pristine Inflation Data Is Too Much to Expect

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...

12.01.2024 20

Bloomberg

Jonathan Levin

Naughty Traders Bring 2023’s Sins Into 2024

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...

06.01.2024 10

Bloomberg

Jonathan Levin

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