Get my @Morning_Joe charts and my @NYTimes OpEds & posts by signing up at https://t.co/HTXoNEdR9g Bluesky: @steverattner.bsky.social Threads: stevenrattner

The IEA is projecting a historically high annual oil glut in 2026, not a great incentive for boosting production.

If you’re wondering whether AI is in a bubble, 54% of investors in BofA’s latest survey say yes. https://t.co/RzvL8mK6ko

The S&P 500 is expensive but also unusually profitable, which wasn't true in the dot-com days. That profitability drives growth, and as long as companies feed the market the growth it wants, it will continue to shake off concerns about politics or the broader economy. My

Wow — new AI-made articles online are already outnumbering human-generated content.

Republicans are far more likely to support sending troops to cities with Democratic mayors than censoring museum content. Which do you think is worse?

The S&P dropped 2.7% today, in its worst day since April. The cause was, of course, Trump.

Consumer sentiment remained essentially unchanged in October, slightly decreasing among Democrats and rising among Republicans.

Moody’s chief economist estimates that 22 states are already in or at high risk of a recession, and only 16 are expanding. Notably, California and New York are “treading water”.

The GOP tax bill cut $137B in rural Medicaid funding, and then added in $50B in rural hospital funding to try to compensate. Rural hospitals have already been closing for years. My @Morning_Joe Chart

Don’t let the GOP’s lies fool you: undocumented immigrants can’t get Medicaid, Medicare, or Obamacare. The only way in which the federal govt might pay for their healthcare is through ERs, which are required to give emergency care to all people. Medicaid reimburses hospitals for

Around 14 million Americans are set to lose their insurance over the next 10 years. And out of the 10 hardest-hit states, 7 voted for Trump. My @Morning_Joe Chart

Ironically, red states are more dependent on the expiring healthcare tax credits that Democrats are fighting for. My @Morning_Joe Chart

States like Texas, Florida, Georgia, South Carolina, and Mississippi will be particularly hard-hit by the enhanced premium tax credit expiration — they have high Obamacare enrollment and haven’t expanded Medicaid. My @Morning_Joe Chart

Over the last 5 years, ACA marketplace insurance enrollment increased 157% in red states and 36% in blue states. It’s these Americans that are likely to lose their insurance if Republicans don’t do something about the expiring tax credits. My @Morning_Joe Chart

As this shutdown drags on, pressure is mounting on Republicans to do something about impending health insurance premium hikes. I’ll be on @Morning_Joe in a few to explain what’s at stake.

America’s world-class universities are one of our best exports – it’s a shame Trump is diminishing that advantage.

Whether or not you agree with the government shutdown, it’s good to understand what’s at stake. I break it all down in my latest for @nytopinion https://t.co/hcKMV8xGSg

Obamacare slashed the ranks of uninsured in America. But within the next 10 years, 70% of that progress will be undone. I explain why in my latest for @nytopinion https://t.co/kbZpHagabB

Nearly 14 million Americans are set to lose their health insurance over the next decade. In government shutdown negotiations, Democrats are fighting to decrease the number. More in my latest for @nytopinion https://t.co/kbZpHagabB