Conor Sen
Columnist at Bloomberg Opinion
Columnist for @opinion. Mostly on Bl*esky now also at @conorsen. The future is a policy choice.
Articles
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1 week ago |
bloomberg.com | Conor Sen
A historic wave of apartment construction has kept rental prices down in much of the US, allowing would-be buyers to put off purchasing decisions. There are many reasons for the sluggishness in housing transactions, but an underappreciated one is improved rental affordability, particularly in southern metros. Nationally, the rental market is on the back end of a historic wave of new apartment supply, leading to elevated vacancy rates and falling rents in metros such as Austin and Nashville.
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2 weeks ago |
bloomberg.com | Conor Sen
Still shopping(Bloomberg Opinion) -- The US economy’s contraction last quarter was something of a head fake, driven by a surge in imports as businesses tried to front-run tariffs. Consumption, though, has remained steady, begging the question of how soon tariffs will percolate through the economy and deliver the kind of negative shock to the hard data that household and business confidence surveys predict lies ahead.
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2 weeks ago |
advisorperspectives.com | Conor Sen
The US economy’s contraction last quarter was something of a head fake, driven by a surge in imports as businesses tried to front-run tariffs. Consumption, though, has remained steady, begging the question of how soon tariffs will percolate through the economy and deliver the kind of negative shock to the hard data that household and business confidence surveys predict lies ahead.
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3 weeks ago |
jhnewsandguide.com | Conor Sen
As financial markets struggle with the volatility and uncertainty created by the new tariff environment, one industry that’s used to being at the center of economic crises seems relatively insulated for now: U.S. banks. That’s not because of any proactive moves by bankers in anticipation of tariffs, but rather some unintentional good fortune.
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3 weeks ago |
news.bloombergtax.com | Conor Sen
As markets struggle with the volatility and uncertainty created by the new tariff environment, one industry that’s used to being at the center of economic crises seems relatively insulated for now: US banks. That’s not because of any proactive moves by bankers in anticipation of tariffs, but rather some unintentional good fortune.
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RT @MattZeitlin: similiarly, we're "closing in" on deals with japan and india...by which they mean setting up an "architecture" for a futur…
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?
RT @MurphyAJC: The biggest guessing game in Georgia politics right now is whether Gov. Brian Kemp will challenge Jon Ossoff for Senate. My…