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Within the Commute: listen on @apple carplay
@android auto. on 99.1 FM WDC, 1130 AM NYC and
92.9 FM Boston. and, @SIRIUSXM 121.
Then, watch on @YouTube.
SUBSCRIBE to Bloomberg Podcasts. 7 to 10 a.m. Economics, Finance, Investment, International Relations. Bloomberg Surveillance. @YouTube Podcasts, @Apple Podcasts and @SpotifyPodcasts.
youtube.com/watch?v=f39oHo6v…
tom keene retweeted
I'm citing a piece of DB research but if you look at eg calendar years, those are significantly worse. The presidential cycle is quite a well-known phenomenon, and there's a certain logic to it, but like all cycle theories, it's always worth taking with a pinch of salt.
…important
NEW ODD LOTS:
A brutal 5 weeks for hedge funds of all types.
@tracyalloway and I talk to @nishantkumar07 about all these funds posting terrible numbers and then we also talk to Bloomberg News’ Michael Ball about what’s driving these huge market moves podcasts.apple.com/us/podcas…
tom keene retweeted
If schools and universities refuse to teach the great books of the West, we must form our own reading groups.
We just finished our 16th read at Athenaeum!
TIME TO VOTE. What should we read next?
1. The Oresteia, Aeschylus
2. The Consolation of Philosophy, Boethius
3. Beowulf
4. Paradise Lost, Milton
5. Anna Karenina, Tolstoy
6. The Master and Margarita, Bulgakov
Cast your vote below (we will start on Nov. 24th) 👇
tom keene retweeted
Inflation is back up to about 4%, double the Fed’s 2% target.
It was 2.4% before the Iran war began.
tom keene retweeted
$NVDA is down 23.2% in the last 10 days, its worst 10-day stretch since September 2022
tom keene retweeted
Charts! Given the lack of an official year-over-year number, I'll start with the three-month average: Prices have risen at an annual rate of 5.7 percent over the past three months, the highest since last spring. "Core" prices are rising at a 3.7 percent rate.
U.S. consumer prices rose 0.4%in October. No official year-over-year (because of shutdown last October), but approximately 4.0%.
Excluding food/energy: +0.3% month-over-month, 2.8% year/year.
Data: bls.gov/news.release/cpi.nr0…
Full coverage: nytimes.com/live/2026/11/10/…
今日推文
Excited to start today as the Senior Geoeconomics Analyst for China at @Bloomberg
Friday was my last day full-time at @AsiaSociety . I am incredibly proud to have contributed to the success of the Center for China Analysis in the past few years as it has grown to become a leading think tank on Chinese politics, economy, foreign policy, and more.
Deeply grateful to my boss Jing Qian for his leadership and friendship, to our leader @MrKRudd for his vision and drive, to my CCA colleagues Betty Wang, Jamie Lui, Jennifer Choo, @Kate_K_Logan , Kevin Zongzhe Li, @wstv_lizzi , @LyleJMorris , @LiShuo_GP , @Taylahbland , and Wenxuan Ma for their dedication and expertise; and to the entire CCA, @AsiaPolicy , and Asia Society communities.
I am especially indebted to my incredible colleagues past and present in the politics program — Lobsang Tsering, @shuizaiping2 , @harrisonwang2 , Alex Fan, @yifanz0303 , @HungChingFei , Yuxuan Wei, @tl__03 , @LiZhuoran0322 , and David Zhong — for their hard work and intellectual companionship. They will continue to make outstanding contributions.
But this is not goodbye! I will remain part of the CCA family as a non-resident honorary senior fellow, complete some exciting grant projects, and contribute however I can to the center’s continued success.
Looking forward to CCA reaching new heights in the years ahead!
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tom keene retweeted
“About a dozen close friends and family attended a lunch following the ceremony. The spokesman did not say why the couple had chosen to get married now. The groom was spotted later Monday afternoon at his company offices” nytimes.com/2026/11/09/nyreg…
the @John_Stepek paragraph from his MONEY DISTILLED.
'If you had bought the S&P 500 index on the day of the US mid-term elections on any of the 20 such occasions from 1946 onwards, and held for a year, you’d have made money every single time (and that’s excluding dividends).'
tom keene retweeted
📈 Stocks came roaring back Monday, with $SPY gaining 2.4% and market breadth showing a powerful risk-on move.
But has the technical damage from last week really been repaired?
On today’s CHART THIS, I break down why $SPX 7600 remains the key line in the sand, what the huge improvement in breadth is telling us, and why I’m still skeptical that one big rally means the correction is over.
Plus: $NVDA, $AVGO, $GOOGL, #gold, crude oil, and the key charts I’m watching next.
buff.ly/wv9dOER
Mrs. Keene and I send, joy.
“Twenty-six years after a chance seating assignment, Mike Bloomberg and Diana Taylor have married. The longtime couple exchanged vows today in a small, private ceremony at their home on the Upper East Side, joined by family, including his daughters, Emma and Georgina. The two first crossed paths when they sat next to each other at a Citizens Budget Commission meeting while he was first running for Mayor.” - Spokesperson for Mike Bloomberg
tom keene retweeted
October's jobs report was strong, following a weak September. Look past the monthly noise, and the job market is holding firm. Turns out, the reason is surprising: artificial intelligence. Far from the job killer many feared, AI has so far been an engine of job growth.
…magic. make the goal bigger to bring the magic back. @BuffaloSabres
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tom keene retweeted
Kinda surprised by how modest the market reaction was today. Here is the crown jewel of the AI ecosystem, both in terms of its technology, and also its ability to finance various partners, and we really have no idea yet about the business/legal/operational fallout.
Weak board, no successor — governance nightmare semafor.com/article/11/09/20…
