Robert Jameson

The Supreme Court’s Ruling on Tariffs Marks a Turning Point It took almost a decade, but Chief Justice John Roberts and the Supreme Court finally found a way to stand up to President Donald Trump’s executive power overreach, striking down the tariffs that are ...

Opinion | @noahfeldman.bsky.social , Columnist

The Supreme Court’s Ruling on Tariffs Marks a Turning Point
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

AI Roundabout Isn’t a Replay of the Internet Bubble ‘This time, it’s different’ turns on the hyperscalers playing mostly with their own money.

Opinion
@johnauthers.bsky.social
Columnist

AI Roundabout Isn’t a Replay of the Internet Bubble

‘This time, it’s different’ turns on the hyperscalers playing mostly with their own money.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

Dateline: The Economist history quiz Can you guess when these extracts were published?

I scored 43 out of 50 points on Dateline, @TheEconomist history game!

🎯🎯⚪️⚪️⚪️

Can you do better? economist.com/dateline

Friday news quiz Have you been following the headlines?

I scored 40 out of 50 points on @TheEconomist Friday news quiz!

🎯⚪️🎯🎯⚪️

Can you do better? economist.com/interactive/pint-sized-news-quiz

If You Can't Follow Iran, at Least Watch the Oil Price The calm around the risk of a potential US attack is unnerving.

Opinion Newsletter | @johnauthers.bsky.social , Columnist

If You Can't Follow Iran, at Least Watch the Oil Price

The calm around the risk of a potential US attack is unnerving.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

#TreasuriesToday: Yields higher by less than 2bp, still inside Friday's rally ranges. $9b 30Y TIPS new-issue auction at 1pm seen about 1.4bp rich vs spot. Buyback of up to $4b in 5Y-7Y sector closes at 2pm. Next week's auction sizes at 11am: $69b 2Y, $70b 5Y, $44b 7Y projected.

The FCC Is Using ‘Equal Time’ to Silence Late Night The First Amendment looms behind the dispute between Stephen Colbert and CBS about the network’s decision to not air the host’s interview with Texas Democratic Senate candidate James Talarico. The net...

Opinion | @noahfeldman.bsky.social , Columnist

The FCC Is Using ‘Equal Time’ to Silence Late Night
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

#TreasuriesToday: Yields lower by as much as 2.5bp (30Y), off session lows including lowest 2Y since Oct. 17, 5Y-30Y since Nov. 28. $125b coupon settlement ($34.7b net). Auctions ahead this week: $16b 20Y new issue Weds, $9b 30Y TIPS new issue Thurs.

Bondi Beached — OK, Let’s Talk About the Dow The market’s performance under Trump 2.0 is no better than other recent presidencies.

Opinion Newsletter | @johnauthers.bsky.social , Columnist

Bondi Beached — OK, Let’s Talk About the Dow

The market’s performance under Trump 2.0 is no better than other recent presidencies.

www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

Friday news quiz Have you been following the headlines?

I scored 50 out of 50 points on @TheEconomist Friday news quiz!

🎯🎯🎯🎯🎯

Can you do better? economist.com/interactive/pint-sized-news-quiz

Dateline: The Economist history quiz Can you guess when these extracts were published?

I scored 41 out of 50 points on Dateline, @TheEconomist history game!

🎯⚪️⚪️⚪️⚪️

Can you do better? economist.com/dateline

Blighty quiz of the year How closely have you been following our coverage of Britain in 2025?

I scored 35 out of 50 points on @TheEconomist blighty news quiz!

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Can you do better? economist.com/interactive/blighty-quiz

The FBI’s Reasons for Redacting the Epstein Files A document from the Epstein files explains the FBI’s justifications for redactions in the massive trove.

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FOIA Files

The FBI’s Reasons for Redacting the Epstein Files

A document from the Epstein files explains the FBI’s justifications for redactions in the massive trove.
www.bloomberg.com/news/newslet... via @bloomberg.com @jasonleopold.bsky.social

Big Tech’s Stranglehold on Profits Is Over: John Authers The rotation is driven less by problems for the behemoths than by cyclical factors that have improved earnings for everyone else.

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Opinion | @johnauthers.bsky.social , Columnist
Big Tech’s Stranglehold on Profits Is Over

The rotation is driven less by problems for the behemoths than by cyclical factors that have improved earnings for everyone else.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

#TreasuriesToday: Yields narrowly mixed, mostly lower by as much as 1bp. Ahead of Jan jobs report, swaps price in ~60bp of Fed easing by year end, 1 move by mid-year. $42b 10Y new-issue auction at 1pm has WI yield near 4.15%, lower than last two results.

What a Weaker US Dollar Means for the Economy The dollar typically strengthens in times of economic or geopolitical strife, but in 2026 much of the uncertainty and political turmoil is coming from inside the US – and President Donald Trump has gi...

Markets | Explainer
What a Weaker US Dollar Means for the Economy
www.bloomberg.com/news/article... via @bloomberg.com By Saleha Mohsin

New measure: Tariffs twice as restrictive as popular estimates, New research brief

Popular calculations of average tariff rates overlook an economic fact: Higher #tariffs create exponentially more economic distortion. Improved "Trade Restrictiveness Index" from Mike Waugh, Minneapolis Fed monetary advisor, takes account, and comes in much higher: 21%. https://bit.ly/4kpmOqK

Finance 101 Still Explains (Almost) Everything Investing these days feels harder than ever. So much has changed, and there are so many uncertainties, from the financial (what’s going on with tech stocks?) to the cosmic (what will the new economic world order look like?). To make matters worse, there is no haven — not gold, not crypto, not even US Treasuries.

In a world of economic uncertainty and market volatility, the basics of Finance 101 are more relevant than ever to investors

Epstein Files Review Was Totally Chaotic Documents from the cache of files on Jeffrey Epstein released last week shed light on how the US government reviewed and redacted them.

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FOIA Files

Epstein Files Review Was Totally Chaotic

Documents from the cache of files on Jeffrey Epstein released last week shed light on how the US govt reviewed and redacted them.
www.bloomberg.com/news/newslet... via @bloomberg.com @jasonleopold.bsky.social

Dateline: The Economist history quiz Can you guess when these extracts were published?

I scored 44 out of 50 points on Dateline, @TheEconomist history game!

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Can you do better? economist.com/dateline

ICE Isn’t Just Breaking the Law. It’s Trying to Rewrite It In an outrageous expansion of its authority, Immigration and Customs Enforcement is now authorizing its agents to arrest anyone they suspect of being undocumented, even if the officers don’t have a wa...

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Opinion @noahfeldman.bsky.social , Columnist

ICE Isn’t Just Breaking the Law. It’s Trying to Rewrite It
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com

A Hawk or a Dove? Understanding Kevin Warsh The appointment signals that the bare-knuckles legal fight to control the Fed is over.

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Opinion Newsletter | @johnauthers.bsky.social , Columnist

A Hawk or a Dove? Understanding Kevin Warsh

The appointment signals that the bare-knuckles legal fight to control the Fed is over.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

#TreasuriesToday: Yields little changed, off session lows, amid ongoing volatility in commodities. $226b coupon settlement ($86b net). Jan index return -0.09%. Ahead this week: Treasury projects coupon auction sizes for Feb-April on Wednesday.

With President Nicolás Maduro deposed, President Donald Trump wants US oil giants to revive Venezuela’s energy industry. Though it’s unclear who, if anyone, will take part in his plan, Chevron is already there.
www.youtube.com/watch?v=tuHU... via @bloomberg.com

How Lost 1930s-Era Paintings Owned By US Government Were Recovered The General Services Administration has a program to find misplaced or stolen New Deal-era artwork owned by the US government. According to documents we obtained through the FOIA, the agency recovered...

Newsletter
FOIA Files
How Lost 1930s-Era Paintings Owned By US Government Were Recovered

The General Services Administration has a program to find misplaced or stolen New Deal-era artwork owned by the US government.
www.bloomberg.com/news/newslet... via @bloomberg.com @jasonleopold.bsky.social

#TreasuriesToday: Yields mixed with curve steeper after Warsh named Fed chair nominee. Month-end index rebalancing at 4pm to increase duration by estimated 0.05yr. Ahead next week: Treasury projects coupon auction sizes for Feb-April on Wednesday.

Powell’s Survival Tip — Be Boring The Federal Reserve really doesn’t need the curse of interesting times.

Opinion Newsletter | @johnauthers.bsky.social , Columnist

Powell’s Survival Tip — Be Boring

The Federal Reserve really doesn’t need the curse of interesting times.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com

Dateline: The Economist history quiz Can you guess when these extracts were published?

I scored 47 out of 50 points on Dateline, @TheEconomist history game!

🎯⚪️🎯🎯⚪️

Can you do better? economist.com/dateline

#TreasuriesToday: Yields little changed, off session highs. Contracts for FOMC decisions are priced for no rate change at 2pm, 25bp cut by July & probably another by year-end. Ahead: $44b 7Y auction Thurs, month-end index rebalancing Fri (0.05yr duration increase estimated).

They're there to stop American athletes defecting