Columnist, Bloomberg @business. Previously 29 yrs @FT Englishman in New York. Mexicanophile. RedSox&Seagulls4ever. Views mine except RTs Please sign up below:
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REMINDER - Points of Return is nominated for a Webby and voting closes Monday. Please vote for us, and many thanks!
Hello everyone! A year on from Liberation Day, this video explaining why "reciprocal" tariffs were nonsense has been nominated for a Webby. Please vote for it!
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A @michaellachlan must read: Treasury yields are surging to levels not seen in nearly two decades. The consequences could ripple far beyond Wall Street, raising borrowing costs for consumers, companies and governments bloomberg.com/news/articles/…
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John Authers retweeted
Bloomberg Opinion - Points of Return with John Authers
It’s a Churchillian moment for stocks, writes John Authers, as never has the market owed so much to so few
bloomberg.com/opinion/newsle…
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Many of you have heard me say for a while now that earnings from tech companies in particular have acted as a powerful shield for stock markets, deflecting what has been a notable series of external shocks. This chart from John Authers illustrates the point.
#economy #markets #tech #investing #investors
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Per @johnauthers, half of $NDX's rally of 6.4% last week came from just 5 stocks, $MU, $AMD, $NVDA, $INTC & $META while 32 components declined. Since the Chat GPT launch, the consequences of concentration have been dramatic. Compare cap-weighted $NDX vs the equal-weighted $NDXE.
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The Fed’s hiking cycle could prove a red-flag moment for AI, Richard Abbey and John Authers write. Trouble would first show up in credit markets bloomberg.com/opinion/newsle…
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The space shuttle Challenger is now a lesson for the global economy, writes @johnauthers, 40 years after a basic part's failure caused a shocking disaster bloomberg.com/opinion/articl…
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For the first time in three years, the Fed raised interest rates. @johnauthers @davidgura and @Eloisa_mdeo on why another hike is likely this year. bit.ly/4tEkU8R
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“.. the Bank of America Global Fund Managers Survey found record numbers of respondents arguing that companies were investing too much. This is a stark reversal after many years when companies were held not to be investing enough.”
@johnauthers
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For a Fed chairman who dislikes forward guidance, Kevin Warsh has talked himself into a rates trap: bloomberg.com/opinion/newsle…
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If the Fed now needs to see a trend of better inflation data, it is not seeing it. Inflation at best is levitating. If one wants to claim that it is declining, it is doing so very slowly. After 60+ months above the Fed target, it is too slowly. Charts courtesy of @johnauthers
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@johnauthers joins the Big Take podcast to share his take on why the current action in the bond market could be a correction — not a crisis bloomberg.com/news/articles/…
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.@opinion Bond traders are calling Bessent’s bluff and burning down the house, @johnauthers writes. And then there’s oil back above $100 bloomberg.com/opinion/newsle…
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John Authers retweeted
On today’s Big Take podcast, Bloomberg’s @johnauthers joins guest host @svaneksmith to talk through why the current action in the bond market could be a correction instead of a crisis. Listen wherever you get your podcasts bit.ly/4tEkU8R
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.@johnauthers 🇨🇦Canada thinks it has some leverage against Trump in a trade war. bloomberg.com/opinion/newsle…
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John Authers retweeted
The newly minted trade war with Canada is upon us. Canada is a bigger trade partner than China. Let that sink in. Chart courtesy of @johnauthers
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With his bond-market maneuvers reversed in a day, Scott Bessent should look back to a time when the grownups were in charge, writes @johnauthers bloomberg.com/opinion/articl…
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Bloomberg's @johnauthers suggests that despite the relatively symbolic move by Bessent its significance is greater. The decline in Treasury yields didn't change the trend but it had a more significant effect on the dollar:
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The Bessent announcement seems to have ressurected the debasement trade in Gold. Chart courtesy of @johnauthers.
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Great piece by @johnauthers of @business on whether Treasury yesterday got good bang for the buck with its buyback announcement. The pullback in long-term yields was modest, but the Dollar cratered. Artificial yield suppression is very dangerous...
bloomberg.com/opinion/newsle…
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