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John Authers

John Authers

Bloomberg

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Investors Are on a Sentimental Journey — to Where?

To get John Authers' newsletter delivered directly to your inbox, sign up here . Change of heart. The numbers show both inflation and employment...

latest 1

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John Authers

Higher-for-Longer Is Pushing Dollar Power to Limit

To get John Authers' newsletter delivered directly to your inbox, sign up here . Higher for longer it definitely is. Rates markets had grasped...

yesterday 5

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John Authers

Remember ‘There Is No Alternative?’ Now There Is

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...

previous day 40

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John Authers

Escaping the Aeschylus Trap in the Middle East

To get John Authers' newsletter delivered directly to your inbox, sign up here . Ancient Greeks make great geopolitical guides. Seemingly everyone...

monday 10

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John Authers

When Even the Fed’s Favorite Metric Stops Falling

To get John Authers' newsletter delivered directly to your inbox, sign up here . Sometimes the data speaks for itself. When markets are told this...

11.04.2024 9

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John Authers

Food Prices Are Up. What Else Is New?

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...

09.04.2024 10

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John Authers

The World Is Flat for Interest Rates

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...

08.04.2024 6

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John Authers

Powell’s Familiar Tune Is Music to the Market’s Ears

To get John Authers' newsletter delivered directly to your inbox, sign up here . Jay Powell’s remarks at Stanford University Wednesday were a...

04.04.2024 4

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John Authers

Markets Are Seeing a Cyclical Recovery. Forget Landing.

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...

03.04.2024 80

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John Authers

A Longer-for-Higher Good Friday From the Fed

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...

02.04.2024 5

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John Authers

The Real Bridge Too Far Is Financing

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...

27.03.2024 10

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John Authers

Coming Down the Mountain Needs a Guide. We Don’t Have One

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...

22.03.2024 20

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John Authers

Powell and Ueda’s Hawks Sure Fly Like Doves

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...

21.03.2024 10

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John Authers

Inflation Fears Bloom for the Fed’s Rite of Spring

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...

20.03.2024 9

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John Authers

BOJ’s End of History Is More Than Less Than Zero

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...

19.03.2024 10

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John Authers

What Happens When the BOJ Kicks the Football

To get John Authers' newsletter delivered directly to your inbox, sign up here . The weekend brought a story from Nikkei, Japan’s leading...

18.03.2024 40

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John Authers

Will Lucy Let Charlie Kick the Football in Japan?

To get John Authers' newsletter delivered directly to your inbox, sign up here . Cherry blossom season is starting in Japan, but the hopes of...

15.03.2024 10

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John Authers

Why the Stock Market Doesn’t Care About Rate Cuts

To get John Authers' newsletter delivered directly to your inbox, sign up here . Tuesday’s core CPI print for February came in hotter than...

14.03.2024 20

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John Authers

Latest Market Fanfare Inflates Common Man’s Pain

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...

13.03.2024 5

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John Authers

Nvidia Vs. Cisco — A Bubble by Any Other Metric

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...

12.03.2024 20

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John Authers

Softer — But Not Soft Enough for the Fed to Cut (Yet)

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...

11.03.2024 4

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John Authers

Problem With UK’s New Retirement Plan Is UK Stocks

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...

08.03.2024 3

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John Authers

No Drama for Powell, Not Enough for China

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...

07.03.2024 10

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John Authers

Bitcoin Rises From the Dead and Should Keep Going

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...

06.03.2024 100

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John Authers

Forget Valuations. Will This Market Keep Going Up?

To get John Authers' newsletter delivered directly to your inbox, sign up here . It’s still impossible to have any conversation about markets...

05.03.2024 3

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John Authers

The Fed Isn’t Gonna Carry That Weight for Gold

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...

04.03.2024 100

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John Authers

The Fed Wasn’t Going to Cut Rates Soon, Anyway

To get John Authers' newsletter delivered directly to your inbox, sign up here . On Leap Day, markets successfully leapt, or at least carefully...

01.03.2024 7

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John Authers

Market Herding Is Everywhere, Not Just the US

To get John Authers' newsletter delivered directly to your inbox, sign up here . The US stock market is abnormally concentrated. You’ll have...

29.02.2024 6

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John Authers

A Gap Like Secretariat Opens Between Economy, Fed

To get John Authers' newsletter delivered directly to your inbox, sign up here . Milton Friedman, the godfather of monetarism, famously declared...

28.02.2024 6

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John Authers

It’s Dangerous to Shrug Off a Long War

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...

27.02.2024 10

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John Authers

Dollar Strength Is Looking Like a New Normal

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...

26.02.2024 20

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John Authers

Partying Like 1999? An NBubble Isn’t Here

To get John Authers's newsletter delivered directly to your inbox, sign up here . Cue Prince. Once again, it appears that markets are partying...

23.02.2024 6

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John Authers

Japan and Nvidia Reach Points of No Return

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...

22.02.2024 10

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John Authers

Don’t Declare the Death of the Yale Model Just Yet

To get John Authers' newsletter delivered directly to your inbox, sign up here . The 2023 fiscal year was great for investors across the world —...

21.02.2024 10

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John Authers

Navalny Paid the Price That Russia’s Economy Hasn’t

To get John Authers' newsletter delivered directly to your inbox, sign up here . Alexey Nalvany’s death last week ended any hopes that he...

20.02.2024 3

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John Authers

Passive Resistance, Round II — Where Price Discovery Survives

To get John Authers' newsletter delivered directly to your inbox, sign up here . Passive investment sounds harmless. Its name implies that funds...

16.02.2024 100

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John Authers

Butterfly or Godzilla? Chaos and the Falling Yen

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...

15.02.2024 30

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John Authers

First There Was Transitory. Now Comes Intransigent

To get John Authers' newsletter delivered directly to your inbox, sign up here . Goldilocks should be careful she doesn’t burn her lips. After...

14.02.2024 3

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John Authers

C-Day Landing Is the Moment of Truth for Markets

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...

13.02.2024 8

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John Authers

Balancing Act Makes Indonesia an Emerging-Markets Darling

To get John Authers' newsletter delivered directly to your inbox, sign up here. On Wednesday, Indonesians will vote to elect a successor for President...

12.02.2024 5

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John Authers

Year of the Dragon Arriving With a Dead Cat Bounce

To get John Authers' newsletter delivered directly to your inbox, sign up here . Dead cats deserve respect. China’s stock market has just staged...

07.02.2024 30

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John Authers

Elon's Cage Fight With Zuckerberg Just Happened. He Lost

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...

05.02.2024 20

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John Authers

Blinded by the Light of Big Tech Earnings

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...

02.02.2024 10

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John Authers

A Fed Rate Cut in March Is Now Pretty, Pretty Unlikely

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...

01.02.2024 8

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John Authers

Markets Keep US Exceptionalism Going for a Reason

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....

31.01.2024 2

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John Authers

Dr. Strangelove, or How I Learned to Love Markets

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...

30.01.2024 7

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John Authers

While Fed Studies Nuance, Americans See a Canyon

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...

29.01.2024 4

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John Authers

Fed Fears Being Sucked Under a Trump Riptide

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....

26.01.2024 9

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John Authers

Stocks Face Sobering Up After Pivot Party

To get John Authers' newsletter delivered directly to your inbox, sign up here . The US stock market is behaving like a perpetual motion machine....

25.01.2024 5

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John Authers

China May Need a Bigger Bazooka

To get John Authers' newsletter delivered directly to your inbox, sign up here . It looks like Beijing might need a bigger bazooka. Shortly after...

24.01.2024 2

Bloomberg

John Authers

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