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John Authers

John Authers

Bloomberg

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Make Them a Mar-a-Lago Accord They Can’t Refuse

Make Them a Mar-a-Lago Accord They Can’t Refuse
previous day 30

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John Authers

Germany’s Politik Has to Get Real in Coalition Math

Germany’s Politik Has to Get Real in Coalition Math
21.02.2025 6

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John Authers

Was DeepSeek Less Moby, More Wannabe?

Was DeepSeek Less Moby, More Wannabe?
20.02.2025 10

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John Authers

Blackadder Would Like a Word About the Last Five Years

Blackadder Would Like a Word About the Last Five Years
19.02.2025 10

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John Authers

There's No Template for the Shock Europe Just Got

There's No Template for the Shock Europe Just Got
18.02.2025 10

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John Authers

Eggs-istential Inflation Scrambles Bond Markets

Eggs-istential Inflation Scrambles Bond Markets
13.02.2025 10

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John Authers

No Good Alternatives in Germany

No Good Alternatives in Germany
12.02.2025 20

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John Authers

Markets Hedge That This Time, Trump Means It

Markets Hedge That This Time, Trump Means It

To get John Authers' newsletter delivered directly to your inbox, sign up here . Two can play that game. China’s retaliatory tariffs against the...

11.02.2025 30

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John Authers

Bessent’s Goals Won’t Work Unless DOGE Does, Too

Bessent’s Goals Won’t Work Unless DOGE Does, Too
07.02.2025 30

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John Authers

Bessent Explains Trump. It Won't Be the Last Time

06.02.2025 10

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John Authers

Trump, Xi Play to Win at Sun Tzu’s Art of Trade War

05.02.2025 10

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John Authers

It’s Almost Like They Knew Trump Was Bluffing

04.02.2025 10

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John Authers

How Stupid Is This Trade War? Let Me Count the Ways

03.02.2025 60

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John Authers

The Trans-Atlantic Rate Gap Just Got Bigger

31.01.2025 8

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John Authers

AI Euphoria Saves Big Tech From So-So Earnings

30.01.2025 7

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John Authers

A DeepDive Into the Magnificent Seven’s Resilience

29.01.2025 5

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John Authers

There’s a DeepSeeking Whale in Nvidia’s Moat

28.01.2025 100

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John Authers

ESG’s Real Sin Isn’t Ideology, But That It’s Useless

27.01.2025 10

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John Authers

Will the Dog That Barked in the Nighttime Also Bite?

To get John Authers' newsletter delivered directly to your inbox, sign up here . The newly installed president of the United States has ordered...

24.01.2025 6

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John Authers

North American Free Trade Is Already Great Again

To get John Authers' newsletter delivered directly to your inbox, sign up here . Just how bad has North American free trade been for the US?...

23.01.2025 2

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John Authers

He’s Ba-a-a-ck. Get Used to the Roller Coaster

To get John Authers' newsletter delivered directly to your inbox, sign up here . He’s ba-a-a-ck. Donald Trump’s second term has started...

22.01.2025 7

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John Authers

Trump Gets a Break From Final Biden Inflation Data

To get John Authers' newsletter delivered directly to your inbox, sign up here . And, breathe. Wednesday’s US inflation data showed that the...

17.01.2025 20

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John Authers

Inflation Could Derail Trump 2.0 Before It Starts

To get John Authers' newsletter delivered directly to your inbox, sign up here . We ought to have been able to forget about inflation by now. It...

15.01.2025 5

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John Authers

Doubting America Can Still Cost You a Lot of Money

To get John Authers' newsletter delivered directly to your inbox, sign up here . Five years ago, this newsletter was headed Doubting America Can...

14.01.2025 10

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John Authers

Gilts Yields Surge, and So Do Truss Sequel Fears

To get John Authers' newsletter delivered directly to your inbox, sign up here . The global bond selloff is unnerving for many reasons, but...

10.01.2025 7

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John Authers

Bond-Yield Breakout Is Much More Than Inflation

To get John Authers' newsletter delivered directly to your inbox, sign up here . Score another win for the Ragin’ Cajun. James Carville, Bill...

09.01.2025 8

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John Authers

Markets Better Get Used to Trump’s Manic Mondays

To get John Authers' newsletter delivered directly to your inbox, sign up here . We must get used to this. Capital markets’ first day back in...

08.01.2025 10

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John Authers

Your Happy New Year Depends on Trump and Inflation

To get John Authers' newsletter delivered directly to your inbox, sign up here . Happy Jan. 6. A date that has taken its place in infamy should be...

07.01.2025 4

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John Authers

Trump Trades Windfall for Hindsight Capital in 2024

To get John Authers' newsletter delivered directly to your inbox, sign up here . It’s that time again. Trading is almost over after another hectic...

31.12.2024 90

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John Authers

Fed Drops a Lump of Coal in Trump Market’s Christmas

To get John Authers' newsletter delivered directly to your inbox, sign up here . Every so often, things happen just as expected. That’s what...

20.12.2024 6

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John Authers

Smart Vs. Dumb Money — How Exuberant About Trump Are You?

To get John Authers' newsletter delivered directly to your inbox, sign up here . Have animal spirits gone too far? Optimism keeps the market’s...

19.12.2024 4

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John Authers

New World Disorder Is Disrupting Business as Usual

To get John Authers' newsletter delivered directly to your inbox, sign up here . The New World Order is best known as a long-running conspiracy...

18.12.2024 10

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John Authers

Trump, Xi and the Art of the Really Big Deal

To get John Authers' newsletter delivered directly to your inbox, sign up here . One thing we’ve known about Donald Trump since he entered...

17.12.2024 5

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John Authers

The World According to Trump Is Already Here

To get John Authers' newsletter delivered directly to your inbox, sign up here . Get used to this. Confusion reading the signals coming from the...

14.12.2024 10

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John Authers

Inflation Took a Licking. Why’s It Still Ticking?

To get John Authers' newsletter delivered directly to your inbox, sign up here . Is US inflation licked? Probably, but not yet definitely....

13.12.2024 4

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John Authers

You’ll Take Private Assets, and Like It

To get John Authers' newsletter delivered directly to your inbox, sign up here . The US stock market seems unstoppable, but much of its success is...

12.12.2024 10

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John Authers

Inflation Switcheroo Rings Out the Election Year

To get John Authers' newsletter delivered directly to your inbox, sign up here . We’re not quite there yet. By Friday next week, global investors...

11.12.2024 4

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John Authers

Syria Surprise — Markets Need to Rethink Putin’s ‘Genius’

To get John Authers' newsletter delivered directly to your inbox, sign up here . Points of Return has dwelt on so many geopolitical risks this...

09.12.2024 4

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John Authers

Le Pen Is Mightier Than the Sword

To get John Authers' newsletter delivered directly to your inbox, sign up here . The French government has fallen. In the 66-year history of the...

06.12.2024 4

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John Authers

Korea’s Crisis Is Just a Small Part of the Picture

To get John Authers' newsletter delivered directly to your inbox, sign up here . Total bolt-from-the-blue surprises are thankfully rare. South...

04.12.2024 4

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John Authers

France’s Cold Hasn’t Spread to Rest of Europe, Yet

To get John Authers' newsletter delivered directly to your inbox, sign up here . Push is coming to shove in France. The urgent question now is how...

03.12.2024 4

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John Authers

While You Were Voting, Corporate America Made Bank

To get John Authers' newsletter delivered directly to your inbox, sign up here . It’s simpler to take aim at a stationary target than a moving one....

19.11.2024 2

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John Authers

Trump Will Bury ESG, But It Was Already Dead

To get John Authers' newsletter delivered directly to your inbox, sign up here . As was obvious even before voters went to the polls, ESG was...

12.11.2024 90

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John Authers

Bond Markets Fear the 'Known Unknown' of a GOP Sweep

To get John Authers' newsletter delivered directly to your inbox, sign up here . Treasury yields are rising again. In part, that’s down to the...

24.10.2024 60

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John Authers

That Snapping Sound Is Euro-Inflation’s Neck

To get John Authers' newsletter delivered directly to your inbox, sign up here . Christine Lagarde has a way with words. “We're breaking the neck...

19.10.2024 5

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John Authers

Inflation Is Finally Losing Its Power Over Markets

To get John Authers' newsletter delivered directly to your inbox, sign up here . The Yellow Pages was never much of a source of merriment, but they...

11.10.2024 10

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John Authers

Google's 'Anti-What' Case Lacks a Teddy Roosevelt

It’s as though the American debate has gone back 120 years. Not only are we discussing tariffs, beloved of President William McKinley, but now...

10.10.2024 10

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John Authers

Immovable Economy Thwarts Irresistible Geo-Risk

To get John Authers' newsletter delivered directly to your inbox, sign up here . Markets are offering stark contradictions, which could soon be...

08.10.2024 70

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John Authers

Two Jumbo Cuts Were Too Much to Hope For

To get John Authers' newsletter delivered directly to your inbox, sign up here . Data-dependency is exhausting. August and September opened with...

07.10.2024 8

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John Authers

Markets Need an October Surprise to Break Deadlock

To get John Authers' newsletter delivered directly to your inbox, sign up here . When is something going to break the deadlock in the US? The...

03.10.2024 4

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John Authers