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Markets Are Wondering What It All Means

John Authers

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

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

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

The World Doesn’t Revolve Around the White House

26.08.2025 10

John Authers

Swan Song in the Rockies Makes Music for Markets

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

A New Front Opens in the Battle of the Fed

21.08.2025 20

John Authers

Powell’s Last Stand at Jackson Hole

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

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

John Authers

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

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

John Authers

Never Fully Beaten, Inflation Is Coming Back to Life

16.07.2025 10

John Authers

Bitcoin Flourishes as the Ancien Régime Falls

15.07.2025 10

John Authers

All the President's Men Are Coming After Powell

14.07.2025 30

John Authers

New Tariff Threats Should Be a Big Deal. They're Not

John Authers

50% Tariffs Are About Punishment, Not Trade

John Authers

Your Tariffs Are in the Mail, Sealed With a Diss

John Authers

Hindsight Capital’s Special First-Half Report

John Authers

If Anyone Needs Independence Day, It's the Fed

01.07.2025 30

John Authers

With a Weakening Dollar, It’s America Second

John Authers

The Market Is Getting Back to Ignoring Iran

28.06.2025 10

John Authers

Trump Doesn’t Always Chicken Out

23.06.2025 10

John Authers

War and Food Prices Could Heat Up Powell's Summer

19.06.2025 20

John Authers

Making Oil Gyrate Again, One Post at a Time

18.06.2025 10

John Authers

For Markets, the Israel-Iran War Is Already Over

John Authers

The US Is Exceptional — When It Comes to Rates

John Authers

Waiting for the Fed All Summer Long

John Authers

It’s Never Too Early to Start a Trump Account

11.06.2025 10

John Authers

The Data Still Don't Make Anything Easy for the Fed

11.06.2025 10

John Authers

The Dark Side of Data Needs Some Tariff Light

06.06.2025 20

John Authers

EasyB Is Widening the Transatlantic Valuation Gap

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John Authers

You Might Choke Gorging on the TACO Trade

02.06.2025 20

John Authers

Could Sheinbaum Be Mexico’s Agent of Change?

John Authers

How Long Can Nvidia Keep Growing? Markets Don't Care

John Authers

The Bond Vigilantes May Need a Lot of Rope

John Authers

Macho-Pessimists Say Inflation’ll Be Back

21.05.2025 10

John Authers

Markets Snap Back, But Moody’s Was On to Something

20.05.2025 30

John Authers

Moody’s Blues Come for US Sentiment

John Authers

Where Were You in ’82? This Rally Is There Again

John Authers

‘Beautiful’ Is In the Eye of the Bond Vigilantes

John Authers