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John Authers

John Authers

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The Trans-Atlantic Rate Gap Just Got Bigger

latest 8

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John Authers

AI Euphoria Saves Big Tech From So-So Earnings

AI Euphoria Saves Big Tech From So-So Earnings
yesterday 7

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John Authers

A DeepDive Into the Magnificent Seven’s Resilience

A DeepDive Into the Magnificent Seven’s Resilience
previous day 5

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John Authers

There’s a DeepSeeking Whale in Nvidia’s Moat

There’s a DeepSeeking Whale in Nvidia’s Moat
tuesday 100

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John Authers

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

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?

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

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

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

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

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

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

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 3

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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 2

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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 2

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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 3

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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...

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 3

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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 3

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John Authers

Mideast Conflict Reaches the Oil Price — Briefly

The Yom Kippur War of 1973 still stands as the one terrifying precedent that shows conflict in the Middle East can create economic turmoil for the...

02.10.2024 2

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John Authers

Starting China’s Golden Week With Whatever It Takes

To get John Authers' newsletter delivered directly to your inbox, sign up here . China’s stimulus packages announced last week came right on cue...

01.10.2024 5

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John Authers

How Data Could Start This Month With a Thud Again

To get John Authers' newsletter delivered directly to your inbox, sign up here . Those with long memories will recall that September began with a...

30.09.2024 4

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John Authers

Knowing the Future Won't Make You Money

To get John Authers' newsletter delivered directly to your inbox, sign up here . Nobody in the world wants yesterday’s papers. Within 24 hours,...

26.09.2024 10

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John Authers

China’s Credit Bazooka Isn’t What It Used to Be

To get John Authers' newsletter delivered directly to your inbox, sign up here . • China’s credit bazooka isn’t a bazooka. • Stimulus will...

25.09.2024 1

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John Authers

Health-Care Stocks Can’t Avoid an Election Workout

To get John Authers' newsletter delivered directly to your inbox, sign up here . The race to the White House has thrust US health care back on to...

24.09.2024 2

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John Authers

‘Truss Moment’ Still Scares Governments. Is France Next?

To get John Authers' newsletter delivered directly to your inbox, sign up here . It’s exactly two years since the new UK government under Liz...

23.09.2024 3

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John Authers

Markets Got Powell's Message — Smaller for Longer

To get John Authers' newsletter delivered directly to your inbox, sign up here . The Fed went for it. The first cut to the benchmark fed funds rate...

19.09.2024 1

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John Authers

Bets Are In, But the Fed’s Still Running the Casino

To get John Authers' newsletter delivered directly to your inbox, sign up here . There’s a widespread perception that Wall Street is nothing more...

17.09.2024 3

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John Authers

These Aren’t Trump’s Previous Tariffs — Seriously

To get John Authers' newsletter delivered directly to your inbox, sign up here . When Donald Trump is making policy pronouncements, he should be...

13.09.2024 1

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John Authers

Inflation Numbers Resolve What the Debate Couldn’t

To get John Authers' newsletter delivered directly to your inbox, sign up here . Unlike the debate that left the presidential race wide open, the...

12.09.2024 2

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John Authers

Rate Cuts Won’t Quickly Ease Strain on Consumers

To get John Authers' newsletter delivered directly to your inbox, sign up here . As the driving force of US economic growth, the financial health...

11.09.2024 3

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John Authers

Europe Simply Doesn’t Have What It Takes

To get John Authers' newsletter delivered directly to your inbox, sign up here . Mario Draghi, a former prime minister of Italy, is best known for...

10.09.2024 2

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John Authers