Robert Jameson
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rhjameson.bsky.social
Robert Jameson
@rhjameson.bsky.social
Editor, Eco-Gov, @bloomberg.com | https://www.bloomberg.com/authors/ACAm51zNFvk/robert-jameson?sref=VvJhl47t
@columbiauniversity.bsky.social CC'93, @columbiajournalism.bsky.social '94| husband, dad, straycat daddy | rjameson@bloomberg | opinions = mine
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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
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.
www.bloomberg.com
February 11, 2026 at 2:19 PM
Reposted by Robert Jameson
#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.
February 11, 2026 at 12:39 PM
Markets | Explainer
What a Weaker US Dollar Means for the Economy
www.bloomberg.com/news/article... via @bloomberg.com By Saleha Mohsin
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...
www.bloomberg.com
February 11, 2026 at 1:25 PM
Reposted by Robert Jameson
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
February 10, 2026 at 6:00 PM
Reposted by Robert Jameson
In a world of economic uncertainty and market volatility, the basics of Finance 101 are more relevant than ever to investors
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.
bloom.bg
February 9, 2026 at 10:15 AM
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Newsletter
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
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.
www.bloomberg.com
February 6, 2026 at 3:32 PM
I scored 44 out of 50 points on Dateline, @TheEconomist history game!

⚪️🎯⚪️⚪️⚪️

Can you do better? economist.com/dateline
Dateline: The Economist history quiz
Can you guess when these extracts were published?
economist.com
February 5, 2026 at 3:40 PM
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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
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...
www.bloomberg.com
February 3, 2026 at 12:38 PM
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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
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
February 2, 2026 at 2:37 PM
Reposted by Robert Jameson
#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.
February 2, 2026 at 12:43 PM
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
February 2, 2026 at 2:32 PM
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
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...
www.bloomberg.com
January 30, 2026 at 5:05 PM
Reposted by Robert Jameson
#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.
January 30, 2026 at 12:39 PM
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
Powell’s Survival Tip — Be Boring
The Federal Reserve really doesn’t need the curse of interesting times.
www.bloomberg.com
January 29, 2026 at 1:47 PM
I scored 47 out of 50 points on Dateline, @TheEconomist history game!

🎯⚪️🎯🎯⚪️

Can you do better? economist.com/dateline
Dateline: The Economist history quiz
Can you guess when these extracts were published?
economist.com
January 29, 2026 at 1:28 PM
Reposted by Robert Jameson
#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).
January 28, 2026 at 12:53 PM
Reposted by Robert Jameson
They're there to stop American athletes defecting
January 27, 2026 at 10:50 AM
Opinion Newsletter | @johnauthers.bsky.social , Columnist

Look at Them Yo-Yos Make Your Money Worth Nothing

Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Look at Them Yo-Yos Make Your Money Worth Nothing
Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com
January 28, 2026 at 12:22 PM
Reposted by Robert Jameson
Remarkable stat.
Minneapolis Police Chief Brian O'Hara: "People have had enough. This is the third shooting in less than 3 weeks. The MPD went the entire year last year recovering about 900 guns from the street, arresting hundreds of violent offenders, and we didn't shoot anyone ... this is not sustainable."
January 26, 2026 at 3:39 AM
Reposted by Robert Jameson
#TreasuriesToday: Yields narrowly mixed, curve steeper. $70b 5Y auction at 1pm has WI yield near 3.84%, higher than results since July. Buyback of up to $750m of 1Y-10Y TIPS closes at 2pm. Friday's month-end index rebalancing to extend its duration by estimated 0.05yr.
January 27, 2026 at 12:45 PM
Opinion Newsletter
@johnauthers.bsky.social ,
Columnist

Japan Needn’t Drive an International Crisis

The currency isn’t the sole cause of risks.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Japan Needn’t Drive an International Crisis
The currency isn’t the sole cause of risks.
www.bloomberg.com
January 27, 2026 at 2:25 PM
Reposted by Robert Jameson
Electricity is the backbone of every economy now. And we're undercounting how much a lack of reliable supply hurts the economy.

🎁🔗 www.bloomberg.com/news/article...
Why Power Outages Do More Economic Damage Than We Think
Most estimates of losses from US blackouts don’t fully account for indirect and longer-term impacts, a new analysis finds.
www.bloomberg.com
January 27, 2026 at 11:34 AM
Reposted by Robert Jameson
Will AI create such abundance that there's no need to save for retirement? Don't count on it
Musk Is Wrong About AI and Retirement: You Still Need to Save
Put me down as an AI optimist. Artificial intelligence has the potential to transform the economy and make Americans richer, healthier and more productive. I’d bet money on it — in fact I have, through the shares I own in an index fund, which means I am long the US economy.
bloom.bg
January 27, 2026 at 11:45 AM
Reposted by Robert Jameson