John Authers

Jerome Powell is showing he won't go quietly, @johnauthers writes, while the Iran war is slowing the outlook for Fed cuts to a crawl bloomberg.com/opinion/newsle…

Investors are riding out the Iran crisis with surprising calm, writes @johnauthers. Still-strong earnings forecasts are the single biggest reason bloomberg.com/opinion/newsle…

The BofA Global Fund Managers Survey show expectations of Brent crude price at year end 2026 near those of futures mkts at $70 - $80. Few expects prices above $100 or below $60. Chart courtesy of @johnauthers

@johnauthers with a great chart on commodities ytd

Are markets smarter than hawks? via @johnauthers @opinion #OOTT

Get ready for more escalation, @johnauthers writes. The TACO window is closing bloomberg.com/opinion/newsle…

The Bessent plan was working very well until the Iran attack:

The banyan tree is a symbol of Indian life, writes @johnauthers. But it's a lousy business model for the 21st century bloomberg.com/opinion/articl…

What's with all the silence on Iran, @johnauthers asks. The oil price and prediction markets aren't enough for potential risk this big bloomberg.com/opinion/newsle…

@SallyGordon2 @KASDad How does this follow?

@KASDad @johnauthers Due to the shutdown, the CPI numbers showed October and November as no inflation. Thus, the actual CPI number was probably closer to 3.

CPI was better than expected on Friday and the mkt didn't particularly embrace it, it coughed. Chart courtesy of @johnauthers.

Pam Bondi may not know when to talk about the stock market, but @johnauthers does. Here's what the Dow shows under Trump 2.0 bloomberg.com/opinion/newsle…

Potential problems in the $7 trillion Private Equity sector are gaining attention. PE investments' are finding greater duration (not intentionally) and higher interest rates, resulting is a slowing of their distributions to investors. Chart courtesy of @johnauthers

Japan and Sanae Takaichi offer a new experiment in economic nationalism, @johnauthers writes bloomberg.com/opinion/articl…

Strength in non-farm payrolls makes further US interest-rate cuts that much harder to justify, writes @johnauthers bloomberg.com/opinion/newsle…

Something something h/t @johnauthers

The stock rotation has been vindicated, with earnings growth showing a broadening out from Big Tech, writes @johnauthers. Can it continue? bloomberg.com/opinion/newsle…

How can a long-dead American pedophile possibly bring down a British prime minister he never met, asks @johnauthers, as markets face a period of uncertainty bloomberg.com/opinion/newsle…

Japan's Sanae Takaichi won an emphatic mandate, but @johnauthers writes that she is hindered by bond and currency markets skepticism, and a recurrence of inflation bloomberg.com/opinion/newsle…

The Supreme Court is an example of how monetary policy would be shaped under a Kevin Warsh-led Federal Reserve, @johnauthers writes bloomberg.com/opinion/articl…

Bitcoin vs. Gold Following recent market shifts, Gold is now outperforming Bitcoin over a five-year horizon (please see chart below from John Authers). This outperformance is playing out this year...and also today, as gold bounces while Bitcoin continues to languish (CNBC charts). #markets #gold #bitcoin @johnauthers @CNBC