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John Authers

John Authers

Bloomberg

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That Smashing Sound Is Piggy Banks Around the World

That Smashing Sound Is Piggy Banks Around the World
friday 10

Bloomberg

John Authers

From Lehman to Liberation, Don't Trust First Takes

From Lehman to Liberation, Don't Trust First Takes

To get John Authers’ newsletter delivered directly to your inbox, sign up here . It’s been a while since a moment quite this extreme has...

03.04.2025 3

Bloomberg

John Authers

You Can NOT Be Serious!

You Can NOT Be Serious!

To get John Authers’ newsletter delivered directly to your inbox, sign up here . The most immediate response to Donald Trump’s Liberation Day...

03.04.2025 3

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John Authers

Tariffs Are Coming for Your Next Used Car

Tariffs Are Coming for Your Next Used Car
28.03.2025 10

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John Authers

With a World Like This, Who Needs a Bond Villain?

With a World Like This, Who Needs a Bond Villain?
28.03.2025 10

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John Authers

The UK Cuts While Germany Thrusts

The UK Cuts While Germany Thrusts
28.03.2025 4

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John Authers

Exceptionalism in the Land of the Rising Stocks

Exceptionalism in the Land of the Rising Stocks
24.03.2025 100

Bloomberg

John Authers

Mar-a-Lago, or Much Ado That Might Never Happen

Mar-a-Lago, or Much Ado That Might Never Happen
21.03.2025 7

Bloomberg

John Authers

The Fed Is Clueless, Too. And That’s OK

The Fed Is Clueless, Too. And That’s OK
20.03.2025 20

Bloomberg

John Authers

Remaking the World Through Exiting US Stocks

Remaking the World Through Exiting US Stocks
19.03.2025 20

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John Authers

Everyone Loves German Rearmament

Everyone Loves German Rearmament
18.03.2025 9

Bloomberg

John Authers

Strategists’ Forecasts Need a Correction of Their Own

14.03.2025 10

Bloomberg

John Authers

Enjoy the Good Inflation News While You Can

To get John Authers' newsletter delivered directly to your inbox, sign up here . Great news to start the day! US inflation had a positive surprise...

13.03.2025 2

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John Authers

Tariff Anxiety and the Dilemma of Forecasting

07.03.2025 10

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John Authers

Germany’s Shock Turns to Anger — and Animal Spirits

06.03.2025 20

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John Authers

We’re About to See If the ‘Trump Put’ Is Real

05.03.2025 10

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John Authers

Tariffs Show the Market Guardrail May Be Overrated

04.03.2025 100

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John Authers

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

27.02.2025 30

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John Authers

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?

20.02.2025 10

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John Authers

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

18.02.2025 10

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John Authers

Eggs-istential Inflation Scrambles Bond Markets

13.02.2025 10

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John Authers

No Good Alternatives in Germany

12.02.2025 20

Bloomberg

John Authers

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

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

Bloomberg

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 4

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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 40

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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 20

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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 10

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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 7

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John Authers