Jonathan Levin

Miami

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.

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Articles

Wall Street deja atrás el susto arancelario de Trump

2 weeks ago | bloomberglinea.com | Jonathan Levin |Spencer Platt

Las previsiones de los analistas de Wall Street tienden a ser alcistas. Si se suman todos los precios objetivos de cada empresa del índice S&P 500 y se ponderan para que coincidan con el índice, es extremadamente raro que la cifra global caiga. El llamado precio objetivo “ascendente” alcanzó precisamente esa cifra en abril, lo que da una idea del impacto que tuvieron los aranceles del “Día de la Liberación” del presidente Donald Trump.
A Market Verdict on Florida’s Insurance Crisis Is Coming

3 weeks ago | bloomberg.com | Jonathan Levin

Taking cover. (Bloomberg Opinion) -- Florida has made major strides since its property insurance crisis a few years ago, when some companies failed and others abandoned the state. Carriers have started turning profits again, new insurers are entering the market, and premiums have stabilized. Climate change isn’t going away, but new insurers are testing the notion that they can manage the risks with better underwriting technology and legislative reforms.
Skimping on Inflation Data Is Not Worth the Risk

3 weeks ago | bloomberg.com | Jonathan Levin

In data we trust. (Bloomberg Opinion) -- It turns out that President Donald Trump’s general and indiscriminate government hiring freeze isn’t the best path to more efficient and effective government — certainly not when it comes to the production of sensitive economic data that guides financial markets and the world’s most powerful central bank.
Por qué el S&P 500 atraviesa con fluidez las turbulencias políticas

3 weeks ago | bloomberglinea.com | Jonathan Levin

Si uno se pregunta por qué el índice S&P 500 se ha comportado tan bien en los ultimos dos meses, no hay más que fijarse en los sectores de la tecnología y las comunicaciones, que juntos constituyen casi un 50% de la ponderación del índice.
Why the S&P 500 is cruising through policy upheaval

3 weeks ago | businesstimes.com.sg | Jonathan Levin

IF YOU are wondering why the S&P 500 index has held up so well in the past two months, look no further than the technology and communications sectors, which collectively account for nearly half of the index by weighting. For all the wild and headline-grabbing swings in trade policy since early April, analysts have continued to project more than 14 per cent earnings growth in those combined sectors this year - an outlook that really has not budged.
Why the S&P 500 Is Cruising Through Policy Upheaval

3 weeks ago | bloomberg.com | Jonathan Levin

A puzzling market. (Bloomberg Opinion) -- If you are wondering why the S&P 500 Index has held up so well in the past two months, look no further than the technology and communications sectors, which collectively account for nearly half of the index by weighting. For all the wild and headline-grabbing swings in trade policy since early April, analysts have continued to project more than 14% earnings growth in those combined sectors this year — an outlook that really hasn’t budged.
Why the S&P 500 Is Cruising Through Policy Upheaval

3 weeks ago | flipboard.com | Jonathan Levin

8 hours agoA $73 Billion Short Book Is Putting Pressure on Indian RupeeFollow Bloomberg India on WhatsApp for exclusive content and analysis on what billionaires, businesses and markets are doing. Sign up here. The Indian …13 hours agoInvestors are piling into big, short Treasury bets alongside Warren BuffettInvestors always pay close attention to bonds, and what the latest movement in prices and yields is saying about the economy. Right now, the action …22 hours agoCan Trump fix the national debt?
Biden's Parting Gift To Retirees Is Boosting The Economy

4 weeks ago | fa-mag.com | Jonathan Levin

In some ways, it’s still Joe Biden’s economy, and Donald Trump is just reaping the benefits. Well, Trump and hundreds of thousands of police, firefighters, teachers and other public sector retirees. Over the past few months, personal income data have been flattered by what is, at least in some sense, the biggest short-run boost to Social Security coverage ever. The Social Security Fairness Act, signed into law on Jan.
Biden’s Parting Gift to Retirees Is Boosting the Economy

4 weeks ago | bloomberg.com | Jonathan Levin

A farewell gift. (Bloomberg Opinion) -- In some ways, it’s still Joe Biden’s economy, and Donald Trump is just reaping the benefits. Well, Trump and hundreds of thousands of police, firefighters, teachers and other public sector retirees. Over the past few months, personal income data have been flattered by what is, at least in some sense, the biggest short-run boost to Social Security coverage ever. The Social Security Fairness Act, signed into law on Jan.
La fortaleza del mercado inmobiliario de Florida se está convirtiendo en una debilidad

4 weeks ago | bloomberglinea.com | Jonathan Levin

El principal riesgo para el mercado inmobiliario de Florida quizá sea el descenso de la inmigración, más que la desaceleración de la inmigración doméstica de la que tanto se ha hablado, e incluso la crisis reguladora de los condominios y el pequeño shock en la oferta que le ha seguido. Analicemos los últimos acontecimientos. Desde más o menos el año 2020 hasta el 2022, los jubilados de EE.UU.