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@opinion.bloomberg.com
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Opinions on business, economics, technology and more from the columnists at Bloomberg Opinion. 📧 Sign up to our free newsletters: www.bloomberg.com/account/newslette… 🌎💻📊🏦🗺️♻️

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Bloomberg Opinion @opinion.bloomberg.com · 5h
Cars, clothes and toys are getting stuck in neutral for too long. It’s time to drive into more fun color palettes
bloom.bg
It’s Time to Drive Out of the Beige Era
Neutral palettes can’t take over everything.
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Mark Gongloff @markgongloff.bsky.social · 11h
Food shortages. Deadly heat. Crumbling California coast. All likely to come with El Niño, yes, but all DEFINITELY to come from climate change. We've had lots of warning about both, but how are we using that time? Gift link to my @opinion.bloomberg.com column www.bloomberg.com/opinion/arti...
bloomberg.com
The Godzilla El Niño Is a Rehearsal for the Rest of Our Lives
The longer you have to prepare for a disaster, the likelier you are to walk away from it mostly intact. Tornadoes can spin up in minutes, barely giving you time to hustle to a cellar or bathtub. Hurri...
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Bloomberg Opinion @opinion.bloomberg.com · 8h
Amazon is equipping thousands of delivery drivers with smart glasses that photograph their surroundings, @davelee.me says. But what happens to all that data? 🎥
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JP Spinetto @jpspinetto.bsky.social · 9h
Mexican exports are booming, reaching $550 billion (!) so far this year But there is a not-so-great part of this trend that requires careful thinking my latest for @opinion.bloomberg.com on Mexico's AI caveats www.bloomberg.com/opinion/arti...
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Bloomberg Opinion @opinion.bloomberg.com · 11h
The rise of Germany’s AfD should provoke a rethinking of the old concept of the religious right
bloom.bg
The New Right Is Losing Its Religion
One of the most surprising consequences of the Alternative for Germany’s spectacular success in two recent German state elections is a war between the radical-right party and the Christian establishment. The AfD wants to end the long-established system of state financial support for the major churches. The churches, which face a loss of subsidies worth €600 million ($675 million) a year nationwide and €40 million a year in Saxony-Anhalt alone, are predictably livid, warning that the change would
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Bloomberg Opinion @opinion.bloomberg.com · 12h
That it took new Thomas Jefferson DNA to confirm he fathered children with Sally Hemings shows how deeply America has sanitized slavery to protect its national myth
bloom.bg
Thomas Jefferson’s DNA Punctures America’s Slavery Amnesia
New research using a strand of hair from Thomas Jefferson has effectively settled a longstanding, acrimonious debate: He almost certainly fathered children with Sally Hemings, a young Black woman he enslaved.
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Bloomberg Opinion @opinion.bloomberg.com · 13h
Politicians who offer a bogeyman for every problem can be effective. Just not like this
bloom.bg
Ocasio-Cortez’s Anti-AI Populism Is Over the Top
Like all effective populists, Representative Alexandria Ocasio-Cortez long ago found a bogeyman to blame for voters’ problems: rich people and the corporate engines fueling their wealth. Now, the New York Democrat is staying current with the times by updating the age-old political scaremonger’s playbook to focus on AI.
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Bloomberg Opinion @opinion.bloomberg.com · 13h
Washington’s policymakers would rather not think about public borrowing. They may not have that luxury much longer
bloom.bg
As Bond Yields Rise, the US Is Flirting With Disaster
Rising long-term bond yields are a global phenomenon, rooted in growing concern about government finances. But the US has led the way in this collapse of fiscal responsibility. As such, it bears outsized responsibility for thinking about solutions.
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Bloomberg Opinion @opinion.bloomberg.com · 13h
Alaska Air is well on its way to building a nationwide network. Its next move should be a tie-up with JetBlue to create the US' fifth big carrier
bloom.bg
One Last Big US Airline Merger Is Waiting in the Wings
As a tumultuous era of airline consolidation — kicked off by deregulation in 1978 — reaches its end game, Alaska Air Group Inc. is well positioned to pull off the industry’s last large acquisition on its way to becoming a nationwide carrier.
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Bloomberg Opinion @opinion.bloomberg.com · 14h
Mexico needs to capture more of the benefits from its expanding electronic equipment sector without disrupting its relationship with the US and its supplying nations
bloom.bg
Mexico’s Export Boom Comes With Some AI Caveats
The raw numbers are incredible: Mexico exported almost $550 billion in the first eight months of the year, most of it manufactured goods to the US, a jump of 29% from a year earlier.
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Bloomberg Opinion @opinion.bloomberg.com · 14h
As historically massive as this El Niño promises to be, it’s only a preview of what will be routine before too long
bloom.bg
The Godzilla El Niño Is a Rehearsal for the Rest of Our Lives
The longer you have to prepare for a disaster, the likelier you are to walk away from it mostly intact. Tornadoes can spin up in minutes, barely giving you time to hustle to a cellar or bathtub. Hurricanes might give a few days’ notice, letting you at least get to higher ground.
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Bloomberg Opinion @opinion.bloomberg.com · 15h
The Man City project is hardly a washout. But if Abu Dhabi really wants to project an image of being modern and technocratic, it would be advised to play by the rules
bloom.bg
Man City Is a $1 Billion Sportswashing Lesson
Sometimes you can be too successful. “You were only supposed to blow the bloody doors off,” Michael Caine tells an over-enthusiastic explosives specialist in The Italian Job, a heist movie that ends with a coach loaded with gold bullion hanging over a precipice. The Manchester City sports-diplomacy bus, laden with more than $1 billion of allegedly illicit wealth from Abu Dhabi, is also perched on a cliff edge.
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Bloomberg Opinion @opinion.bloomberg.com · 17h
European car designs are going "back to the future" to beat Chinese rivals
bloom.bg
Why a Retro Renault With a Baguette Holder Is My Favorite Car
The Citroën 2CV is a triumph of 20th-century automotive design, every bit as iconic as the Volkswagen Beetle and Fiat 500. Spotting one of these classics stirs up a yearning for holidays in rural France and nostalgia for a period when Europe wasn’t yet synonymous with industrial decline.
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Bloomberg Opinion @opinion.bloomberg.com · 18h
Could US bond yields light the touch paper for an even more violent upheaval in France? While it’s not inevitable that France will experience anything like Mexico’s Tequila Crisis, the risks are elevated.
bloom.bg
Soaring Yields Find Europe’s Weak Spot
French bonds are tipping toward a full-blown crisis.
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Bloomberg Opinion @opinion.bloomberg.com · 19h
Andy Burnham reckons a mix of statism and localism will get British businesses investing again. This is just not true
bloom.bg
Andy Burnham’s ‘Theory of Growth’ Is Thin Stuff
Andy Burnham’s speech at the Labour Party’s annual conference was memorable. Unlike his predecessor, the new British prime minister sounded heartfelt and hopeful. And he took a few big swings at hard policies as well. Reform is promised for elderly care and Britain’s bloated welfare regime, as is a “national conversation” on the relationship with the European Union and the UK’s outdated winner-takes-all electoral system.
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Bloomberg Opinion @opinion.bloomberg.com · 22h
Nike has some buzzy products to work with. But it must accept its China business will be smaller and less profitable
bloom.bg
Nike’s China Reset Needs More Than the Kardashians
With Nike Inc.’s North American turnaround starting to take root, the sportswear giant can now devote more attention to tackling its biggest problem: China. But fixing the second-largest market means accepting that the business will be smaller and less profitable in the long run.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
Read Ruth's full column bloom.bg/4xSV3Mj
bloom.bg
Dictators, and Why We Can’t Help Forgiving Them
You may have missed it, but hostile regimes that were once shunned are now quietly being normalized. From Myanmar to Afghanistan, Belarus to Venezuela, military dictatorships, hardline Islamists and autocrats are edging their way back into the global order.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
From Myanmar to Afghanistan, once-isolated regimes are gaining international acceptance. @ruthpollard.bsky.social explains why governments need to distinguish diplomacy from legitimizing their rule 🎥
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
Will Anthropic follow the IPO-to-biopic pipeline? Matthew Rhys better start studying Dario Amodei just in case
bloom.bg
First Comes the Anthropic IPO. Then Comes the Dario Amodei Biopic
Lots of tech businesses have hit the brakes on going public in the second half of 2026, but not the company behind Claude.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
Central bankers just keep being hit with shocks. Rates aren't going back to the pre-Covid era
bloom.bg
Cheap Money Is History: The RBA’s Blunt Warning
The Reserve Bank of Australia's interest-rate increase this week to the highest level in 15 years was a dress rehearsal for what's to come in bigger economies.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
With the HK dollar pegged to the US dollar, Hong Kong investors could reap rewards from buying US Treasuries
bloom.bg
Hong Kong Investors Buying US Treasuries Is a No-Brainer
With its currency pegged to the US dollar, Hong Kong flinches when the Federal Reserve starts raising interest rates.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
If the good investment managers can charge retail clients the good fees, maybe they will sell them the good products.
bloom.bg
Opening Private Markets to the Public
Performance fees, accredited investor tests, default shareholder voting and Knicks-Rangers deconglomeration.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
James Uthmeier’s skill at using government as a political weapon has also become his biggest liability, @maryellenklas.bsky.social says.
bloomberg.com
Florida’s Attorney General Is Too Busy Fighting Culture Wars
James Uthmeier, Florida’s attorney general, wants to be known as a politician who is all fight, all the time. The ambitious 38-year-old Georgetown law graduate considers himself the standard-bearer fo...
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Liam Denning @liamdenning.bsky.social · 01/10/2026
Trump’s half-baked Alaska deal @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Alaska LNG's $54 Billion Political Pitch Is Its Undoing
President Donald Trump’s announcement on Wednesday that South Korea would invest $54 billion in a giant liquefied natural gas project in Alaska had a touch of the miraculous — as in, wondrous but tang...
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
The White House's pitch party for Alaska LNG notwithstanding, the project faces daunting market obstacles and a seemingly hesitant partner in South Korea
bloom.bg
Alaska LNG's $54 Billion Political Pitch Is Its Undoing
President Donald Trump’s announcement on Wednesday that South Korea would invest $54 billion in a giant liquefied natural gas project in Alaska had a touch of the miraculous — as in, wondrous but tangential to reality. On Trump’s reading, Alaska LNG, having been little more than a pipe dream for decades, is now not only getting built, and with foreign money, but also secures its future just ahead of midterm elections by happy coincidence, and in a state with a tight, crucial Senate race, no less
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
Iran's military issued a letter to American voters. It says a lot more about their own delusions than Donald Trump's
bloom.bg
I Read Iran’s 14,390-Word Letter to Americans So You Don’t Have To
Iran’s Islamic Revolutionary Guard Corps has published a letter to the American people ahead of midterm elections in the US. Suffice to say that this remarkable document ends with Jesus Christ and the last Imam, Mahdi, rising together to lead humanity into the Kingdom of Heaven. I read all 14,390 words — think of it a public service.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
Letterboxd is valuable because Hollywood can’t manufacture its engaged community, but studio ownership could put that very appeal at risk.
bloom.bg
Can Letterboxd Stay Letterboxd Under Studio Ownership?
Letterboxd, once a niche social network for cinephiles to review, recommend and discover films, is now the subject of a potential nine-figure acquisition. As reported by the New York Times last week, the Canadian technology company Tiny is exploring selling its controlling stake in Letterboxd, with Sony Pictures, A24, and the Times itself expressing interest in a deal that could reach more than $300 million.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
Too many of these politicians see public service as a vanity project
bloom.bg
Florida’s Attorney General Is Too Busy Fighting Culture Wars
James Uthmeier, Florida’s attorney general, wants to be known as a politician who is all fight, all the time. The ambitious 38-year-old Georgetown law graduate considers himself the standard-bearer for the next generation of Republican culture warriors, and he’s using his office to make sure you notice.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
The Fed keeps giving its detractors more ammunition to attack its credibility and weaken its authority
bloom.bg
Why Couldn’t the Fed Manage Its Own Construction Budget?
The Federal Reserve’s internal watchdog found no evidence of criminal wrongdoing in the central bank’s $2.4 billion renovation of its Washington headquarters, which has run over budget and become a major flashpoint in President Donald Trump’s push to get policymakers to lower interest rates. Putting the core vindication aside, the details of the report show a pattern of carelessness that’s unforgivable at a time when the world’s most important financial institution is fighting to preserve its in
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
On foreign policy, Trump has lived down to the expectations of his most pessimistic skeptics and broken every promise he gave or implied to his base
bloom.bg
Trump’s Legacy at Halftime: Weakness Through War
With the congressional midterm elections nigh and the midpoint of Donald Trump’s second presidency not far behind, it’s time to ask: How does Trump’s foreign policy measure up so far? And where is it likely to go once he’s a lame duck?
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
The diagnostic readouts on the IPO market’s health are mixed right now
bloom.bg
Oura Just Went Through a $1.5 Billion Health-Check
Markets are close to all-time highs and yet new stock sales are being pulled. How can both be true? Because soaring equity indexes are no guarantee of appetite for initial public offerings, and debutants are probably not offering enough value to investors who have the whip hand.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
The Pope's visit to France had the faithful in the streets and the saints marching in. Has the famously secular nation found religion?
bloom.bg
Pope Leo’s French Tour Sends a Message to Le Pen
With 1789 and all that, the French relegated religion from its once vast earthly powers. So it was startling to see the saints go marching into the Stade de France, which is usually the stomping ground of the country’s much more secular football and rugby heroes. The crowd of 80,000 mostly young Roman Catholics cheered an all-star team of the blessed (played by actors), including Joan of Arc — the patron saint of France — on horseback and King Louis IX, holding up a replica of Jesus’ crown of th
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
Polymarket's platform still looks more like gambling than investing
bloom.bg
Polymarket Is Going All In With Its Big Bet on Europe
Head over to Polymarket’s US website and you’ll be greeted with a panoply of crystal-ball trades on everything from the midterm elections to the likelihood of a fully reopened Strait of Hormuz. Try that in France, where I live, and you’ll see something very different: A sober page of black-on-white text under the words, “Illegal website.”
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
Nidec’s bond spreads widened amid investor concerns about growing credit risks with the company’s auditor withholding its opinion on its financial statements.
bloom.bg
Nidec Bond Spreads Widen as Auditor Withholds Financials Opinion
Nidec Corp.’s bond spreads widened amid investor concerns about growing credit risks with the company’s auditor withholding its opinion on its financial statements.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
The “intangible economy” is warping our understanding of personal wealth
bloom.bg
You Can’t Touch This Economy. Literally
It’s hard to feel wealthy if you can’t feel your wealth.
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Bloomberg Opinion @opinion.bloomberg.com · 01/10/2026
Nidec shares dropped as much as 20% in Tokyo after the Japanese motor maker’s auditor declined to give an opinion on its long-awaited full-year results, fueling caution over the scandal-hit company
bloom.bg
Nidec Shares Plunge After Auditor Withholds Opinion on Earnings
Nidec Corp. shares dropped as much as 20% in Tokyo after the Japanese motor maker’s auditor declined to give an opinion on its long-awaited full-year results, fueling caution over the scandal-hit company.
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Bloomberg Opinion @opinion.bloomberg.com · 30/09/2026
Emerging Asia can remain the future of LNG for only so long. A dirtier, dearer and less secure fuel than the alternatives runs out of tomorrows
bloom.bg
The LNG Boom Is Losing Its Biggest Asian Bet
Emerging Asia is the future of the LNG market — one that never seems to show up in present-day reality.
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Bloomberg Opinion @opinion.bloomberg.com · 30/09/2026
Most of the warning shots for rogue AI have come from the US. But China’s models and its rush for agents aren’t far behind
bloom.bg
What Happens When Chinese AI Goes Rogue?
Covering the recent round of AI apocalypse warnings, I’ve tried to reject this cult-like deference toward all-powerful computer systems and the inevitability rhetoric: If Silicon Valley doesn’t build them first, someone else — likely China — will.
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Bloomberg Opinion @opinion.bloomberg.com · 30/09/2026
Some financial businesses make their money from customers who pay too little attention. Others make their money from customers who pay too much attention.
bloom.bg
AI Agents Will Pay Attention
Also the Man City charges, cotton trade prints and investment bank apprenticeship.
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Matt Levine @matt-levine.bsky.social · 30/09/2026
This newsletter enables investors to read about stocks, options, bitcoin and prediction-market contracts even when they are not paying attention. www.bloomberg.com/opinion/news...
bloomberg.com
AI Agents Will Pay Attention
Also the Man City charges, cotton trade prints and investment bank apprenticeship.
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Paul J Davies @pauljdavies.bsky.social · 30/09/2026
Private equity dudes are starting to face facts. LBOs are *so over*. @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
The End of Private Equity’s Leveraged Buyout Era Is Nigh
Higher-for-longer interest rates are forcing buyout firms to face facts. Struggling since 2023 to sell companies purchased in the long decade of ultra-cheap debt before the Covid pandemic, they’ve tri...
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Bob Burgess @bobburgess.bsky.social · 30/09/2026
The stock market is increasingly looking like one giant value trap, according to Jonathan Levin in @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Stocks Are Suddenly Looking Cheap? It's Just a Mirage
Has the stock market bubble quietly burst already? Even though the S&P 500 Index has mostly treaded water for the past four months, Wall Street analysts have continued to boost their earnings esti...
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Bloomberg Opinion @opinion.bloomberg.com · 30/09/2026
The US tax code is packed with $2.3 trillion in tax breaks each year, and @kedseconomist.com explains why Congress needs to rethink the system 🎥
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Dave Lee @davelee.me · 30/09/2026
Amazon is ramping up its program to give delivery drivers smart glasses. The device captures still images constantly from the moment the driver leaves his van and walks to your door, potentially thousands per shift. You can’t opt out www.bloomberg.com/opinion/arti...
bloomberg.com
Amazon Drivers’ Smart Glasses Are Going to Be an Image Problem
Coming soon up a garden path near you: an Amazon.com Inc. driver wearing smart glasses, almost constantly taking pictures and sending them back to the company to be analyzed by humans and fed into an ...
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Paul J Davies @pauljdavies.bsky.social · 30/09/2026
Properly punishing Man City will be good for the investment value of the Premier League as a whole, says @mbrooker.bsky.social for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Manchester City’s Torment Is a Dream for Its American Rivals
Manchester City has been found guilty of systematically breaking Premier League rules for almost a decade, in a watershed for the world’s richest football competition. The verdicts taint the legacy of...
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Bloomberg Opinion @opinion.bloomberg.com · 30/09/2026
Everyone is focused on the price of the S&P 500 Index when they should be watching earnings, which is where the real concerns lie these days
bloomberg.com
Stocks Are Suddenly Looking Cheap? It's Just a Mirage
Has the stock market bubble quietly burst already? Even though the S&P 500 Index has mostly treaded water for the past four months, Wall Street analysts have continued to boost their earnings esti...
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Bob Burgess @bobburgess.bsky.social · 30/09/2026
JAVIER BLAS for @opinion.bloomberg.com: "In the eyes of many oil traders, the attack earlier this month against the East-West pipeline, a Saudi oil conduit which has allowed the kingdom to bypass Hormuz, is a rehearsal of what’s about to come." www.bloomberg.com/opinion/arti...
bloomberg.com
Why Is Oil at $100 If Trump Is Winning the Battle in Hormuz?
I don’t know who will win the US-Iran war. But if you ask me who’s prevailing in the battle over the Strait of Hormuz, it’s clear US President Donald Trump has the advantage. As much as Tehran says th...
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Bloomberg Opinion @opinion.bloomberg.com · 30/09/2026
Higher interest rates will obviously cause financial headaches. They might also herald the end of classic private-equity leveraged buyouts
bloom.bg
The End of Private Equity’s Leveraged Buyout Era Is Nigh
Higher-for-longer interest rates are forcing buyout firms to face facts. Struggling since 2023 to sell companies purchased in the long decade of ultra-cheap debt before the Covid pandemic, they’ve tried to placate investors with clever financial engineering to help keep some money turning over. But after several false dawns for a return to low rates, the classic private-equity leveraged deals industry is moving into the final stage of grief over its prospects: acceptance.
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Bloomberg Opinion @opinion.bloomberg.com · 30/09/2026
It’s Pollyannaish to think that compromised candidates are one-offs
bloom.bg
Talarico Is Too Left for Texas and Paxton Is Too Amoral
At an intersection near our house in Dallas, one home has a large Talarico sign in the front yard. The home directly across the street has a large Paxton sign. That’s what it’s like down here one month before Election Day. The candidates are neck-and-neck. Votes are split across streets and among families.
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Bloomberg Opinion @opinion.bloomberg.com · 30/09/2026
Banks should pay up for insurance before the storm hits
bloom.bg
Americans Rely on Deposit Insurance. Now Is the Time to Fortify It
Banks in the US have plenty to celebrate these days, from record profits and higher stock prices to a strong economy and easier regulation. One thing they don’t need is an added discount on their deposit insurance — a crucial buffer that should be reinforced when times are good.
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