Tag Archives: John Authers

Shanghai’s unburst bubble – FT

Posted on April 21, 2015 by macromon

John Authers reports from New York on concerns that China’s stock market is a bubble that is about to burst and the growing belief that the dramatic fall in the oil price is over. For more video content from the … Continue reading →

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The data-dependent dollar – FT

Posted on March 23, 2015 by macromon

The dollar has sustained its first significant reverse in months following the Federal Reserve’s latest meeting. Its future trend depends on the data. John Authers points to a week ahead which will include inflation data from the US, UK and … Continue reading →

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Is patience a virtue? – FT

Posted on January 29, 2015 by macromon

The Federal Reserve’s latest statement on monetary policy left the central banks options open on an interest rate rise later this year. The FT’s John Authers suggests that international developments may force the Fed to be more patient. Click here … Continue reading →

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Deflation: transitory? – FT

Posted on January 8, 2015 by macromon

On the day the eurozone officially dropped into deflation, John Authers looks at growing market worries about disinflation in the US. Will the oil price fall prove to be transitory? Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here … Continue reading →

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Bear case for US equities – FT

Posted on December 29, 2014 by macromon

Mean reverting profit margins?   Stay tuned. John Authers on the case for the US equity bears in 2015: profit margins must surely fall, the labour market is not as strong as it looks, and rates will probably rise. For more … Continue reading →

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Has Draghi opened the floodgates? – FT

Posted on June 9, 2014 by macromon

Mario Draghi is tackling the dearth of small business loans with €400bn of cheap long-term loans, TLTROs. William De Vijlder of BNP Paribas Investment Partners discusses with John Authers whether this will open the floodgates or lead to stagnant water … Continue reading →

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Larry Summers on inequality and Piketty – FT

Posted on May 28, 2014 by macromon

There is an attempt to make capitalism more inclusive. But who is it excluding? John Authers asks former US treasury secretary Larry Summers if he agrees with Thomas Piketty’s thesis that inequality is increasing, and asks how capitalism can be … Continue reading →

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Mood, momentum and Apple – FT

Posted on May 27, 2014 by macromon

Good stuff. It is difficult to put a true value on a stock without being influenced by its price. Aswath Damodaran, professor of finance at NYU Stern Business School, tells John Authers that movements in Apple’s price and valuation create … Continue reading →

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Economics in crisis – FT

Posted on April 11, 2014 by macromon

Economics does not fit on a left-to-right political scale, says George Cooper, author of ‘Money, Blood and Revolution’. He tells John Authers that economics is a science in crisis, but at least there is agreement on one thing: markets are … Continue reading →

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