Conor Sen's profile photo

Conor Sen

Atlanta

Columnist at Bloomberg Opinion

Columnist for @opinion. Founder of Peachtree Creek Investments. Sun Belt/monoculture enthusiast. The future is a policy choice.

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Articles

  • 2 weeks ago | telegraphherald.com | Conor Sen

    Can a mortgage product tainted by the financial crisis come back to revive U.S. housing? The answer could re-orient the housing market and give the Federal Reserve greater control over consumer spending in the years ahead. A lack of affordability has hindered housing transactions the past two years, frustrating would-be buyers and, more recently, hammering the stocks of developers.

  • 2 weeks ago | union-bulletin.com | Conor Sen

    Investors crushed the stocks of consumer discretionary companies on Thursday in response to President Donald Trump’s tariff announcement, making little distinction between home goods companies such as Williams-Sonoma Inc., apparel names including Nike Inc. or restaurants such as Cheesecake Factory Inc. The concern about consumers makes sense; tariffs will squeeze already stretched household budgets and put downward pressure on a labor market that was uneven at best.

  • 2 weeks ago | griffindailynews.com | Conor Sen

    Investors crushed the stocks of consumer discretionary companies on Thursday in response to President Donald Trump’s tariff announcement, making little distinction between home goods companies such as Williams-Sonoma Inc., apparel names including Nike Inc. or restaurants such as Cheesecake Factory Inc. The concern about consumers makes sense; tariffs will squeeze already stretched household budgets and put downward pressure on a labor market that was uneven at best.

  • 2 weeks ago | havasunews.com | Conor Sen

    Investors crushed the stocks of consumer discretionary companies on Thursday in response to President Donald Trump’s tariff announcement, making little distinction between home goods companies such as Williams-Sonoma Inc., apparel names including Nike Inc. or restaurants such as Cheesecake Factory Inc. The concern about consumers makes sense; tariffs will squeeze already stretched household budgets and put downward pressure on a labor market that was uneven at best.

  • 2 weeks ago | thebrunswicknews.com | Conor Sen

    Investors crushed the stocks of consumer discretionary companies on Thursday in response to President Donald Trump's tariff announcement, making little distinction between home goods companies such as Williams-Sonoma Inc., apparel names including Nike Inc. or restaurants such as Cheesecake Factory Inc. The concern about consumers makes sense; tariffs will squeeze already stretched household budgets and put downward pressure on a labor market that was uneven at best.

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Conor Sen
Conor Sen @conorsen
22 Apr 25

RT @MattZeitlin: similiarly, we're "closing in" on deals with japan and india...by which they mean setting up an "architecture" for a futur…

Conor Sen
Conor Sen @conorsen
22 Apr 25

If we could go back to the April 2nd tariff baseline and merely obliterated business confidence for a couple quarters and pissed off the rest of the world the S&P would be down what, 3-4% from April 2nd prices? Why shouldn’t that be the short-term ceiling?

Conor Sen
Conor Sen @conorsen
22 Apr 25

RT @MurphyAJC: The biggest guessing game in Georgia politics right now is whether Gov. Brian Kemp will challenge Jon Ossoff for Senate. My…