@JonathanJLevin

Writing about markets for @opinion. Former Bloomberg Miami bureau chief. Stints in Mexico City, Sao Paulo, Rio de Janeiro, La Paz. From the Philly suburbs.

 Miami, FL
bloomberg.com/opinion/authors/APdpbRfjZ5g/jonathan-levin
Joined September 2010
  • Tweets4.3K
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592Media
Corporate spreads have been a sleeping giant for the last several years, but they're awake now
*Walter Bloomberg
@DeItaoneOct 20
COREWEAVE BONDS TUMBLE AS CREDIT PRESSURE BUILDS CoreWeave ($CRWV ) dollar-denominated bonds are selling off sharply: October 2031 bonds: Down 2.3 cents to 79.46 cents on the dollar June 2030 bonds: Down 2.2 cents to 83.10 cents on the dollar
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Nobody could have seen this coming
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So October odds just collapsed on a shrug from a chair who does nothing but shrug?
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The worst m/m toy inflation in decades is not a good look. Two months before Christmas.
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Jonathan Levin retweeted
John Authers
@johnauthersOct 14
This was a fun @opinion livestream with @JonathanJLevin and @AllisonSchrager to discuss what turned out to be genuinely surprising inflation numbers. Please listen:
Bloomberg Opinion
@opinionOct 14
It's CPI Day! What do surging energy and travel costs mean for US consumers? 🎥Tune in as @JonathanJLevin discusses LIVE with @AllisonSchrager and @johnauthers xitter.cf/i/broadcasts/1qKDzWqoB…
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Bloomberg Opinion

CPI Report: Breaking Down the Latest Inflation Data

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This graphic is so good
Aziz Sunderji
@AzizSunderjiOct 12
The financial advantage of owning over renting is much slimmer than most people think.
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I'll take a venti pumpkin spice burrito macchiato. And yes, I know the guac is extra
*Walter Bloomberg
@DeItaoneOct 8
$SBUX - Starbucks has explored takeover of Chipotle in restaurant megadeal
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Jonathan Levin retweeted
Sam Ro 📈
@SamRoOct 8
“…the S&P 500 has risen in 21 of the last 23 midterm election cycles over the period from one month before the election to two months after.” - DB
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Health care is roughly as big a deal for this economy as AI, and the boom is paid for with Medicare.
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👇
Bloomberg Opinion
@opinionOct 8
Can you guess which sector of the economy accounts for more than a third of GDP growth? It's not AI, and the right answer reveals a risk hiding in plain sight, says @JonathanJLevin bloomberg.com/opinion/articl…

Healthcare’s Risk to the Economy Is Now Too Big to Ignore

Consumer confidence is collapsing, hiring is weak and the housing market is largely frozen. All of which serves to underscore that the US economy is only holding up because of the boom in artificial...

bloomberg.com
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Jonathan Levin retweeted
Bloomberg Opinion
@opinionOct 8
Can you guess which sector of the economy accounts for more than a third of GDP growth? It's not AI, and the right answer reveals a risk hiding in plain sight, says @JonathanJLevin bloomberg.com/opinion/articl…

Healthcare’s Risk to the Economy Is Now Too Big to Ignore

Consumer confidence is collapsing, hiring is weak and the housing market is largely frozen. All of which serves to underscore that the US economy is only holding up because of the boom in artificial...

bloomberg.com
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This S&P 500 high has the worst breadth of any ATH since at least 1990 (just 29% of stocks above 50D MA)
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Jonathan Levin retweeted
Guy Berger@EconBergerOct 6
Indeed job postings creeping up, +2.5% Y/Y. Not a boom, but things are getting better
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Turns out money does buy happiness
Aziz Sunderji
@AzizSunderjiOct 6
From today's edition of Housing @ Noon—not only is there a growing wealth gap between boomers and millennials, there is now also a growing happiness gap... homeeconomics.us/noon
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Join us!
Bloomberg Opinion
@opinionOct 1
Tomorrow is Jobs Day! Can US payrolls sustain last month's momentum? 🎥Tune in Friday as @JonathanJLevin discusses LIVE with @keds_economist and @foxjust @ 8:25 am ET xitter.cf/i/broadcasts/1OxwbnqNL…
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Bloomberg Opinion

Jobs Day: Breaking Down The Latest Data

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Jonathan Levin retweeted
Anna Wong
@AnnaEconomistSep 30
Core pce inflation has been running at Fed’s 2% target in over the past 3 months.
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On the PCE release, BEA's revised methodologies for software, legal services and portfolio management sure changed the inflation picture in those categories:
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