|
John AuthersBloomberg |
To get John Authers' newsletter delivered directly to your inbox, sign up here . Change of heart. The numbers show both inflation and employment...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Higher for longer it definitely is. Rates markets had grasped...
To get John Authers' newsletter delivered directly to your inbox, sign up here . A share, like most other things, is worth what someone else will...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Ancient Greeks make great geopolitical guides. Seemingly everyone...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Sometimes the data speaks for itself. When markets are told this...
To get John Authers' newsletter delivered directly to your inbox, sign up here . If there’s any one single reason why interest rates aren’t...
To get John Authers' newsletter delivered directly to your inbox, sign up here . It seems we’re walking along the top of Table Mountain after...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Jay Powell’s remarks at Stanford University Wednesday were a...
OK, it begins to look like we can forget about hard or soft landings, because the US economy is picking up altitude again. The numbers are coming in...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Maybe we need to channel Janet Jackson and accept that we should...
To get John Authers' newsletter delivered directly to your inbox, sign up here . We will be live with Jonathan Levin to discuss the lessons from...
To get John Authers' newsletter delivered directly to your inbox, sign up here. The time for central banks to make an orderly retreat from the high...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Maybe the Federal Reserve and the Bank of Japan have something in...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Not long ago, money markets were priced on the assumption that a...
To get John Authers' newsletter delivered directly to your inbox, sign up here . And then there were none. The Bank of Japan really decided to...
To get John Authers' newsletter delivered directly to your inbox, sign up here . The weekend brought a story from Nikkei, Japan’s leading...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Cherry blossom season is starting in Japan, but the hopes of...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Tuesday’s core CPI print for February came in hotter than...
To get John Authers' newsletter delivered directly to your inbox, sign up here . This was an Inflation Day with a difference. The US Bureau of...
To get John Authers' newsletter delivered directly to your inbox, sign up here . The subject won’t go away. Indeed, the interest in it continues...
To get John Authers' newsletter delivered directly to your inbox, sign up here . So maybe we don’t need to worry that the plane won’t land at...
To get John Authers' newsletter delivered directly to your inbox, sign up here . The UK’s annual budget passed this week with barely a ripple in...
To get John Authers' newsletter delivered directly to your inbox, sign up here . We have our story straight and we’re sticking with it. In the...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Bitcoin’s surge to its all-time high on Tuesday is arguably a...
To get John Authers' newsletter delivered directly to your inbox, sign up here . It’s still impossible to have any conversation about markets...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Gold’s performance this year has been the palest of echoes of...
To get John Authers' newsletter delivered directly to your inbox, sign up here . On Leap Day, markets successfully leapt, or at least carefully...
To get John Authers' newsletter delivered directly to your inbox, sign up here . The US stock market is abnormally concentrated. You’ll have...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Milton Friedman, the godfather of monetarism, famously declared...
To get John Authers' newsletter delivered directly to your inbox, sign up here . It’s been two long years of Russia’s relentless war in...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Amid all the global sturm und drang, the US dollar is cruising at...
To get John Authers's newsletter delivered directly to your inbox, sign up here . Cue Prince. Once again, it appears that markets are partying...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Japan’s most famous stock index, the Nikkei 225, has just set a...
To get John Authers' newsletter delivered directly to your inbox, sign up here . The 2023 fiscal year was great for investors across the world —...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Alexey Nalvany’s death last week ended any hopes that he...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Passive investment sounds harmless. Its name implies that funds...
If you believe chaos theory, then a butterfly flapping its wings in Tokyo can cause a tornado in Texas; there’s no need for a monstrous Godzilla...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Goldilocks should be careful she doesn’t burn her lips. After...
To get John Authers' newsletter delivered directly to your inbox, sign up here . CPI Day is almost upon us. Within hours of receiving this, the...
To get John Authers' newsletter delivered directly to your inbox, sign up here. On Wednesday, Indonesians will vote to elect a successor for President...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Dead cats deserve respect. China’s stock market has just staged...
To get John Authers' newsletter delivered directly to your inbox, sign up here . To use an apt analogy, big tech stocks are like Elon Musk’s...
To get John Authers' newsletter delivered directly to your inbox, sign up here. Sometimes there’s no room for financial ambiguity. That seems to be...
To get John Authers' newsletter delivered directly to your inbox, sign up here . The fed funds rate is unlikely to be cut in March when the...
To get John Authers' newsletter delivered directly to your inbox, sign up here . It’s an oft-used phrase, but investors won’t let go of it....
To get John Authers' newsletter delivered directly to your inbox, sign up here . Is Dr. Strangelove really back with us? The attack in Jordan that...
To get John Authers' newsletter delivered directly to your inbox, sign up here . Victory is at hand for the Federal Reserve, and yet the pressure...
To get John Authers' newsletter delivered directly to your inbox, sign up here . The tide of inflation has turned. So have rates in bond markets....
To get John Authers' newsletter delivered directly to your inbox, sign up here . The US stock market is behaving like a perpetual motion machine....
To get John Authers' newsletter delivered directly to your inbox, sign up here . It looks like Beijing might need a bigger bazooka. Shortly after...