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Emerging Markets Can Swim Naked for a While

John Authers

Remember, Remember, the Fifth of November…

Remember, Remember, the Fifth of November…

05.11.2025 10

John Authers

An AI-ncredible All-Clear Signal to Rally Markets

John Authers

Interesting Trade-offs on Trade Await the Supremes

04.11.2025 20

John Authers

Powell Throws a Wrench Into a December Rate Cut

Powell Throws a Wrench Into a December Rate Cut

John Authers

Record Stock Prices Aren’t the Result of Politics

29.10.2025 30

John Authers

No One Wants to See the US and China Playing Chicken

28.10.2025 10

John Authers

The Fed Is Set to Cut Rates, But How Confidently?

The Fed Is Set to Cut Rates, But How Confidently?

John Authers

Don’t Cry for Takaichi, But Go Ahead for Argentina

Don’t Cry for Takaichi, But Go Ahead for Argentina

John Authers

Gold-Dinger — Debasement With a Midas Touch

Gold-Dinger — Debasement With a Midas Touch

22.10.2025 10

John Authers

From Cockroaches to Clouseau

From Cockroaches to Clouseau

John Authers

Trump’s Hand With China Is Improving, But Enough?

21.10.2025 10

John Authers

How Much Longer Will Consumers Tolerate Tariffs?

14.10.2025 20

John Authers

The Empire Struck Back. Is Return of the TACO Next?

John Authers

Dig, Baby, Dig Won't Solve AI's Power Shortage

John Authers

Out of France, a Tale of Two Clichés

John Authers

Japan’s Iron Maiden Needs to Fire Abe’s Last Arrow

06.10.2025 20

John Authers

Shutdown Shrug — Markets Aren’t Missing the Government

John Authers

Assume an AI Bubble. What Difference Would It Make?

01.10.2025 10

John Authers

Electronic Arts Buyout Is a Whole New Game

30.09.2025 20

John Authers

From Tariffs to Troops, Markets Are Tuning Out the Noise

29.09.2025 20

John Authers

Guns Versus Butter Debate Has a Clear Winner

John Authers

Gold’s Decade Shines Less Brightly for Stocks

John Authers

The Dog That Didn’t Bark Holds a Clue to the Fed’s Path

John Authers

We’ll FOM See How Long the Risks Can Be Ignored

John Authers

To Be a Fly on the Wall at This Fed Meeting

16.09.2025 10

John Authers

A Big, Not-So-Beautiful Inflation Picture

John Authers

France Stalls the ECB’s Perfect Landing

12.09.2025 20

John Authers

Why Stocks Live in an Alternate Reality

10.09.2025 10

John Authers

Markets Are Wondering What It All Means

08.09.2025 10

John Authers

It’s Ncredible When a $140 Billion Fall Barely Hurts

28.08.2025 10

John Authers

Firing Cook Won’t Be Enough for What Trump Wants

27.08.2025 10

John Authers

The World Doesn’t Revolve Around the White House

26.08.2025 10

John Authers

Swan Song in the Rockies Makes Music for Markets

25.08.2025 10

John Authers

A New Front Opens in the Battle of the Fed

21.08.2025 20

John Authers

Powell’s Last Stand at Jackson Hole

20.08.2025 10

John Authers

AI Is Holding Up the Sky. The Rest Fell Back to Earth

John Authers

Whatever the Alaska Game Was, the Odds Didn’t Move

John Authers

Godfather of the Mar-a-Lago Accord Goes to the Fed

14.08.2025 10

John Authers

Nationalism Goes Better on Chips Than Nothing

John Authers

Tariff Derangement Syndrome Is Meeting Reality

14.08.2025 30

John Authers

Where Is Bessent Pulling These Rate Models From?

14.08.2025 50

John Authers

The Winning Stocks Always Rule — But Never Quite Like This

John Authers

Trump Wins a Second Chance for Smoot and Hawley

John Authers

Bananafication Is the New Exceptionalism

John Authers

Job Description — Find Better Numbers, or Else

John Authers

Now to See How the Fed Deals With All the Pressure

29.07.2025 10

John Authers

Trump Wins the Hulkamania Tariffs Brawl He Started

John Authers

Japan Just Caught Up With the Rest of the World

John Authers

The Cat, the Chairman, and the TACO

17.07.2025 10

John Authers