Not-good-enough CPI data will probably delay rate cuts until **just before the election**.

Not looking forward to the conspiracy theories, TBH.

bloomberg.com/opinion/articl… via Bloomberg Opinion

📊 Coming up soon... It’s #CPI Day! Will disinflation get back on track in time for the Fed to cut rates this summer?

Tune in for live analysis with Jonathan Levin, Allison Schrager and Kevin Tynan at 8.25am ET trib.al/Df7JwBe

Wall Street analysts’ estimates are realistic for the upcoming Q1 earnings season, but much too high for 2H 2024. How managements choose to address this issue will determine the market’s reaction to Q1 results.

$SPY

Forget the Matterhorn; markets now expect a Table Mountain scenario for the Fed, with rates staying on a high plateau for a while. Plus: Gaza's six months of upheaval #PointsofReturn bloomberg.com/opinion/articl… via Bloomberg Opinion

It’s Jobs Day tomorrow! 📊

Tune in at 8.25am ET as Jonathan Levin joins Allison Schrager and Guy Berger to break down the data twitter.com/i/broadcasts/1…

The Medicare Advantage industry and its investors are declaring doomsday too prematurely in response to the government’s surprisingly modest increase in payments for 2025, Jonathan Levin says trib.al/D4QCHWB

The elevated inflation readings over the past two months have been mainly supply driven frbsf.org/research-and-i…

“The US Economy’s Resilience Is Undeniable”:

“In an economy that has consistently outperformed and is constantly being scoured for cracks, it’s hard to find any faults in the latest data.” - ⁦Jonathan Levin⁩ bloomberg.com/opinion/articl…

AI scanning millions of inputs from your life to judge premiums and claims are a dream scenario for insurers, says Jonathan Levin. But without guardrails, it could be a nightmare for some customers trib.al/wRAB7nQ

What really matters for the economy now is Olive Garden

bloomberg.com/opinion/articl… via Bloomberg Opinion

It was Powell vs. the Dots, and Powell won.

WOW! The Bloomberg Opinion group is on fire today! Columns on immigration, the Fed, AI, DEI, markets, bump stocks, Gucci, TikTok and MUCH more Bloomberg Opinion
bloomberg.com/opinion

It’s Fed Day tomorrow…

Tune in at 1.55pm as Jonathan Levin joins John Authers, Allison Schrager and Nick Colas & Jessica Rabe (DataTrek) for live analysis ⬇️ twitter.com/i/broadcasts/1…