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…
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/…
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
Something is shifting beneath financial markets, but at least for now, we remain on solid ground, writes @johnauthers bloomberg.com/opinion/articl…
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…
John Authers retweeted
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
John Authers retweeted
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.
John Authers retweeted
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…
John Authers retweeted
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
John Authers retweeted
“.. 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
bloomberg.com/opinion/newsle…
