Jonathan Levin

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.

[Jonathan Levin @JonathanJLevin]

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[Bloomberg Opinion @opinion]

Tomorrow is Jobs Day! Is the labor market holding steady amid high energy prices?

🎥Tune in Friday as @JonathanJLevin discusses LIVE with @keds_economist and @foxjust @ 8:25 am ET https://t.co/Pbr6vbM6M9

[Jonathan Levin @JonathanJLevin]

*TRUMP ASKING ADVISERS IF HEGSETH SHOULD GO: CBS, CITING SOURCES

[Jonathan Levin @JonathanJLevin]

https://t.co/gf5O0VSQIG

[Jonathan Levin @JonathanJLevin]

the midterm outcome is very good for Fed independence

[Jonathan Levin @JonathanJLevin]

Ossoff for 2028 Democratic nominee is absolutely surging on Polymarket on good volume.

[Jonathan Levin @JonathanJLevin]

Polymarket contract suggesting a notable drop in odds of US invasion of Iran since midterm results came in

[Anna Wong @AnnaEconomist]

In tomorrow’s midterm races we have our eyes on the gubernatorial races.

Just 10 states have 70% of the data center pipelines (per our BNEF colleagues), and several of their governors are up for reelection.

We are particularly watching Georgia, Texas, Ohio.

Regardless of whether incumbents or challengers win, the direction is for tightening regulations. Incumbents who used to be in favor of data centers who happen to eek out a win will see how necessary it is to embrace anti-AI stance, setting up more anti AI next year into 2028.

@TheTerminal

https://t.co/jOIkyZwxmY

[Jonathan Levin @JonathanJLevin]

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[Bloomberg Opinion @opinion]

It's Fed Day! Fed policymakers are expected to keep rates on hold, but will Chair Kevin Warsh tee up a hike in December?

🎥Tune in as @JonathanJLevin discusses LIVE with @AllisonSchrager and @BobOnMarkets @ 1:55 pm ET https://t.co/vTGY7NAF60

[Jonathan Levin @JonathanJLevin]

Corporate spreads have been a sleeping giant for the last several years, but they're awake now

[*Walter Bloomberg @DeItaone]

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

[Jonathan Levin @JonathanJLevin]

@LizAnnSonders Here's hoping the "E" is sustainable

[Jonathan Levin @JonathanJLevin]

@MikeZaccardi Is it cheap though…
Depends entirely on one’s view on yields, and why not just express that through the bond market?

[Jonathan Levin @JonathanJLevin]

Nobody could have seen this coming

[Jonathan Levin @JonathanJLevin]

@mikemcglone11 the wealth effect is doing soooo much work in this economy. I don't know about deflation, but the world would change quickly if the equity market tailwind becomes a headwind

[Jonathan Levin @JonathanJLevin]

@carlquintanilla @washingtonpost First time buyers will eventually get a chance to get on the housing ladder at a reasonable price. But the wait has to be excruciating, and I get why sentiment is weak among so many of them

[Jonathan Levin @JonathanJLevin]

@DKThomp @tylercowen Two economies: the AI one that's temporarily immune to high interest rates and volatile White House policy... and everything else basically working as you'd expect

[Jonathan Levin @JonathanJLevin]

@SamRo Love me an asset class that goes up most of the time!

[Jonathan Levin @JonathanJLevin]

@elerianm Seems like the market hearing what it wants to hear

[Jonathan Levin @JonathanJLevin]

So October odds just collapsed on a shrug from a chair who does nothing but shrug?

[Jonathan Levin @JonathanJLevin]

The worst m/m toy inflation in decades is not a good look. Two months before Christmas.

[John Authers @johnauthers]

This was a fun @opinion livestream with @JonathanJLevin and @AllisonSchrager to discuss what turned out to be genuinely surprising inflation numbers. Please listen: