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]

Treasury market gimmicks attempted so far:
-Tweaking bank capital rules to get banks to hold more Treasuries
-Backing the Genius Act to boost Treasury demand from the cryptosphere
-Suppressing issuance of notes in favor of bills
-Supporting Japan’s currency intervention to discourage a major foreign holder from selling it to support its currency.
-Announcing upsized buybacks
0 for 5 at this point…

[Jonathan Levin @JonathanJLevin]

Live look at America growing its way out of debt

[*Walter Bloomberg @DeItaone]

BESSENT: ONLY WAY TO GET OUT OF DEBT IS TO GROW OUR WAY OUT OF DEBT

[Jonathan Levin @JonathanJLevin]

@josephwang Jackson Hole was forward guidance, whether he wants to call it that or not. If he doesn’t follow through, it will be very bad for his credibility

[Bloomberg Opinion @opinion]

It's Fed Day! The central bank is likely to hold rates, but all eyes are on Jerome Powell's decision — will he stay or go?

🎥 Tune in as @JonathanJLevin discusses LIVE with @AllisonSchrager and @johnauthers Wednesday, April 29 @ 1:55pm EDT:

https://t.co/cRdfwxk7uq

[Bloomberg Opinion @opinion]

It's CPI Day! Just how hard has the energy shock hit US households, and how much worse will it get?

@JonathanJLevin discusses the data LIVE with @AllisonSchrager and @keds_economist Friday, April 10 @ 8:25 am ET:

https://t.co/Dxk3ilX1kT

[El Financiero @ElFinanciero_Mx]

#AlSonarLaCampana | Las empresas de capital privado (como Facebook y Uber) pueden hacerse enormes sin tener que salir al mercado, comentó Jonathan Levin (@JonathanJLevin), columnista de Bloomberg Opinión (@opinion).
📺: @RaquelLPM

[El Financiero @ElFinanciero_Mx]

#AlSonarLaCampana | Los mercados son muy rápidos hoy en día en descontar las malas noticias; las cosas pueden cambiar de un instante para otro, señaló @JonathanJLevin, columnista de @opinion.
📺: @RaquelLPM

[Jonathan Levin @JonathanJLevin]

Join us!

[Bloomberg Opinion @opinion]

It's Fed Day! What will Powell have to say about the surge in energy prices and its impact on inflation?

🎥 Tune in as @JonathanJLevin discusses the data LIVE with @AllisonSchrager and @JohnCLeer @ 1:55pm EDT:

https://t.co/EeWEevwpfT

[Bloomberg Opinion @opinion]

@JonathanJLevin @EconBerger @AndreaFelsted 🚨 BREAKING 🚨

US Feb. Nonfarm Payrolls Fall 92k M/M; Est. +55k
US Feb. Unemployment Rate 4.4%; Est. 4.3%

US Feb. Two-Month Payroll Net Revision Subtracts 69,000

Watch live analysis:
https://t.co/7Y02tnlSn7

[Jonathan Levin @JonathanJLevin]

@JavierBlas @opinion Thanks @JavierBlas !

[Bloomberg Opinion @opinion]

Has President Trump delivered on his promises about immigration, the economy and other key issues?

🎥 Tune in for LIVE analysis of the data with @JonathanJLevin, @AllisonSchrager and @foxjust @ 8:30am EST: https://t.co/4ZGdYZiAVh

[Jonathan Levin @JonathanJLevin]

Curious pick

[Bloomberg Opinion @opinion]

Trump’s Fed chair pick, Kevin Warsh, satisfies no one.

@JonathanJLevin explains why 🎥

[Bloomberg Opinion @opinion]

It's Jobs Day! Will we get signs of improvement in the wobbly US labor market?

@JonathanJLevin discusses the data LIVE with @keds_economist and @JohnCLeer Friday, Jan. 9 @ 8:25 am ET

https://t.co/8GsxudgTw5

[Bloomberg Opinion @opinion]

It’s CPI Day tomorrow! What will the numbers tell us about tariff impacts and broader affordability concerns?

🎥 Tune in as @JonathanJLevin joins @AllisonSchrager and @GregDaco LIVE to discuss: Thursday, 8:25am ET
https://t.co/5e2pNFGbMv

[Guy Berger @EconBerger]

The unemployment rate keeps creeping up.

[Bloomberg Opinion @opinion]

It’s Jobs Day tomorrow! What’s become of the US labor market, and what will it mean for the Fed?

🎥 Tune as @JonathanJLevin joins @EconBerger and @keds_economist LIVE: Tuesday, 8:25am ET
https://t.co/fbjzWB1aub

[Jonathan Levin @JonathanJLevin]

@TimOBrien Good to see my boss tweeting out my wife @agomezlicon’s story :)

[Jonathan Levin @JonathanJLevin]

The best course of action is to exercise some humility, understand all sides of the debate and realize no one has all the answers.

https://t.co/esaTeZPp6w

[Jonathan Levin @JonathanJLevin]

Are we in a stock market bubble?

There’s a raging debate in markets about the sustainability of today’s high stock valuations, and it starts with this chart👇

Shiller P/E has a strong track record of flagging bubbles, and it's flashing red.

(link below)

[Jonathan Levin @JonathanJLevin]

Wherever you fall, sitting out the debate isn't an option. This is the most important market question of our time, and risks abound for bulls and bears alike.