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...The always brilliant John Authers on why the stock market doesn’t care about rate cuts. The thing that popped for me was that tech giants’ profits are so high they have become a new kind of Fed put....
...If you want a more cerebral take, we’d recommend John Authers....
...[Armstrong and Wu] One good read Fifteen years ago, the last time two-year interest rates were this high, Unhedged friend and rival John Authers wrote this analysis with another friend, Mike Mackenzie....
...Tip of the hat there to John Authers from Bloomberg, formerly of this parish, who pointed it out in his newsletter the other day....
...But as an FT editorial and Bloomberg’s John Authers both explain, the US dollar need not worry about its status....
...The always wonderful John Authers on last week’s big market turning point....
...I loved Bloomberg’s John Authers on whether investors are falling prey to the “cover curse,” meaning extrapolating trends from what’s on the cover of big news magazines....
...For example, markets newsletter writers sans pareil John Authers and Rob Armstrong have taken very different views. John is very much in the gloomy camp....
...Recommended reading Perhaps there is reason to hope that inflation will come down soon, according to the always smart John Authers....
...Our friend/nemesis John Authers at Bloomberg offered a probability distribution very much in line with Unhedged readership (in alphabetical order, 40/40/15/5)....
...John Authers, senior markets editor at Bloomberg, recently analysed price rises across the pond in his Points of Return newsletter....
...As our friend and rival John Authers at Bloomberg pointed out on Wednesday, both consumers and a majority of money managers agree with the bond market that inflation will not last long....
...Recommended reading Nobody does the tick tock of the market better than the great John Authers, and his latest take on what might happen in the next few weeks/months is a must read....
...Pretty much everything John Authers writes is great, but this piece on the psychology of the market amid the coming rate hikes, is particularly good....
...One good read My old friend and bitter rival John Authers made a strong case yesterday that the “stag” in stagflation is a lot less worrisome than the “flation”....
...One good read It causes me physical pain to recommend the work of my competitor John Authers of Bloomberg, but my conscience requires me to point out that he wrote a newsletter a few days ago that you must...
...Emerging markets, part one I was reading a Bloomberg article based on a conversation between my good friend/bitter professional rival John Authers and the investor Jeremy Grantham, and was really struck...
...Bloomberg’s John Authers notes that forecasts by consumers and professional forecasters have also risen, with the former expecting close to 6 per cent inflation and the latter 3 per cent over the next year...
...Bloomberg’s John Authers put me on to this fabulous YouTube video titled History of the Entire World, I Guess. Everything that’s ever happened in 20 amusing minutes....
...In further reading, a thought-provoking column by former colleague John Authers, now writing for Bloomberg....
...martin.arnold@ft.com; @MAmdorsky Coronavirus reads Ariana Grande has a solution to the Covid-19 crisis, writes John Authers (Bloomberg) Jean Pisani-Ferry on why “the impediments to climate action will...
...John Authers points out that while the market moves are big, they are not disorderly, and can be interpreted as “aiming to correct economic expectations in the light of news”....
...Boris the Bold Becomes Boris the Reckless (John Authers, Bloomberg) Brexit reduced to a petty squabble. Classic Dom (John Crace, Guardian)...
...(New York Times) John Authers on why the post-pandemic world might shift the balance from capital to labour....
...Welcome to Authers’ Note, in which I will attempt to provide some context and analysis on the world of investment each day, and provide you with a handy guide to the best coverage on offer, both here in...
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