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.

Miami, FL
Joined September 2010
Nobody could have seen this coming
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So October odds just collapsed on a shrug from a chair who does nothing but shrug?
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The worst m/m toy inflation in decades is not a good look. Two months before Christmas.
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Jonathan Levin retweeted
This was a fun @opinion livestream with @JonathanJLevin and @AllisonSchrager to discuss what turned out to be genuinely surprising inflation numbers. Please listen:
It's CPI Day! What do surging energy and travel costs mean for US consumers? 🎥Tune in as @JonathanJLevin discusses LIVE with @AllisonSchrager and @johnauthers xitter.cf/i/broadcasts/1qKDzWqoB…
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This graphic is so good
The financial advantage of owning over renting is much slimmer than most people think.
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I'll take a venti pumpkin spice burrito macchiato. And yes, I know the guac is extra
$SBUX - Starbucks has explored takeover of Chipotle in restaurant megadeal
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Jonathan Levin retweeted
“…the S&P 500 has risen in 21 of the last 23 midterm election cycles over the period from one month before the election to two months after.” - DB
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Health care is roughly as big a deal for this economy as AI, and the boom is paid for with Medicare.
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This S&P 500 high has the worst breadth of any ATH since at least 1990 (just 29% of stocks above 50D MA)
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Jonathan Levin retweeted
Indeed job postings creeping up, +2.5% Y/Y. Not a boom, but things are getting better
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Turns out money does buy happiness
From today's edition of Housing @ Noon—not only is there a growing wealth gap between boomers and millennials, there is now also a growing happiness gap... homeeconomics.us/noon
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Join us!
Tomorrow is Jobs Day! Can US payrolls sustain last month's momentum? 🎥Tune in Friday as @JonathanJLevin discusses LIVE with @keds_economist and @foxjust @ 8:25 am ET xitter.cf/i/broadcasts/1OxwbnqNL…
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Jonathan Levin retweeted
Core pce inflation has been running at Fed’s 2% target in over the past 3 months.
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On the PCE release, BEA's revised methodologies for software, legal services and portfolio management sure changed the inflation picture in those categories:
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