John Authers retweeted
Mexico learned from the 1994 Tequila Crisis, but failed to fully move past it, writes @johnauthers. It's time for a new generation to leap into an era of innovation bloomberg.com/opinion/articl…
Another of our high-tech videos. Hope this is of interest:
While inflation numbers might not be disastrous, they’re still disappointing and moving in the wrong direction. @johnauthers explains where this leaves the US 🎥
This was a fun @opinion livestream with @JonathanJLevin and @AllisonSchrager to discuss what turned out to be genuinely surprising inflation numbers. Please listen:
It's CPI Day! What do surging energy and travel costs mean for US consumers?
🎥Tune in as @JonathanJLevin discusses LIVE with @AllisonSchrager and @johnauthers xitter.cf/i/broadcasts/1qKDzWqoB…
Like The Who’s now-embarrassing challenge to old age, the tipping point for 10-year yields can change bloomberg.com/opinion/newsle…
John Authers retweeted
Money flows into Gold ETFs have continued and increased through its decline with September showing the biggest net inflows since 2022. One can argue that they represent confidence or too persistent optimism, though. Chart courtesy of @johnauthers.
John Authers retweeted
AUTHERS, on Brent:
“.. first-month futures are back to $106 per barrel, while the price for six months hence has reached a record as investors abandon the notion that this conflict will be over soon.”
@johnauthers
bloomberg.com/opinion/newsle…
John Authers retweeted
Political attitudes appear to be shifting toward a higher US tax burden, writes @johnauthers bloomberg.com/opinion/articl…
John Authers retweeted
As we enter earnings season, the question is what will satisfy the mkt when expectations are so high? Earnings have been the sustenance keeping this bull mkt alive. Great expectations create a fertile ground for disappointment. Charts courtesy of @johnauthers
John Authers retweeted
Economists may see moderating inflation relatively soon but the consumer does not. The NY Fed Survey of Consumer Expectations shows that they expect inflation at the 3.9% level out one year. That won't help the Republican cause at the midterms. Chart courtesy of @johnauthers.
John Authers retweeted
The 10-year Treasury yield has hit its highest level since 2002. Normally, a move of this magnitude would spell trouble for stocks. So why are equities holding up? @johnauthers explains 🎥
John Authers retweeted
How high and how long? @byHeatherLong and @johnauthers talk with @sarahsholder about the surge in global bond yields and where the pressure could hit next. bloomberg.com/news/articles/…
This was a lot of fun. Please listen:
How high and how long? @byHeatherLong and @johnauthers talk with @sarahsholder about the surge in global bond yields and where the pressure could hit next. bloomberg.com/news/articles/…
How high and how long? @byHeatherLong and @johnauthers talk with @sarahsholder about the surge in global bond yields and where the pressure could hit next. bloomberg.com/news/articles/…
John Authers retweeted
Join @johnauthers, @TimOBrien, @nirkaissar, @AllisonSchrager, @RonBrownstein and @skgreen on Oct. 21 for a live conversation about the forces shaping America’s next chapter.
If you're a bloomberg.com subscriber, register here: bit.ly/4rwTcet
John Authers retweeted
.@johnauthers writes that tech earnings growth has stopped the bond rout from having an impact on equities. Now’s the time to enjoy the respite. bloomberg.com/opinion/newsle…
John Authers retweeted
Could US bond yields light the touch paper for an even more violent upheaval in France? While it’s not inevitable that France will experience anything like Mexico’s Tequila Crisis, the risks are elevated, says @johnauthers bloomberg.com/opinion/newsle… via @opinion
John Authers retweeted
Longer term, it is hard to ignore Schiller's excess CAPE yield which compares cyclically adjusted earnings yield w/ the 10 Yr Treasury Yield. "It currently implies the S&P 500 Index will only beat bonds by 1% annually over the next decade." @johnauthers
John Authers retweeted
Something is shifting beneath financial markets, but at least for now, we remain on solid ground, writes @johnauthers bloomberg.com/opinion/articl…
