Dont Stop Now. But pauseto reflect on the early internetand first-movers whodidnt survive. Being Broad-Minded Pays Off in Narrow Markets - Bloomberg.com It will take nerve, but the opportunities are ripe for stockpickersin emerging markets instead of blind indexing. The Trend Is Your Friend Until It's Not: John Authers - Bloomberg Tax John Authers is a senior editor for markets and Bloomberg Opinion columnist. 5% Inflation Is Harder, A Higher Tech High? To get John Authers newsletter delivered directly to your inbox, sign up here. The labor market remains obdurately healthy. The war against inflation has reached onlythe point ofstalemate, but markets are already primed for avictory parade on rates. BRICSRaging Against the Dollar Is an Exercise in Futility, Saudi Arabia Is Taking the Oil Market Back to the Future, Saudi Arabia's Solo Oil Production Cut Is a Risky Strategy, From Goldman to JPMorgan,Deals Have Dried Up. Be Afraid, Let the Debt-Ceiling Game of Chicken Begin, Been Hedging Around the Pivot? Insight and analysis of top stories from our award winning magazine "Bloomberg Businessweek". John Authers - Bloomberg.com Plus: Mixed data confront the Fed on jobs, and China on a disappointingrecovery. Carol Massar and Tim Stenovec host a look back at the best interviews, discussions and more. Plus: What to expect after the inflation data. John Authers (born 1966), is a British financial journalist and finance author, who spent almost three decades reporting at the Financial Times (including becoming Chief Markets Commentator and global head of the Lex Column ), before moving to Bloomberg in 2018. articles a month for anyone to read, even non-subscribers! The U.S. Treasury market closes for the day, so there's no risk of hurly burley over inflation and monetary policy. John Authers Bloomberg News To get John Authers' newsletter delivered directly to your inbox, sign up here. As I write, Speaker of the HouseKevin McCarthyhas gone on record as saying that the limit on the US governments borrowing must be raised this week to avert a default. We now know that Corporate America is in much better shape than many had thought, largely because the American consumer is also far more robust than many believed. Transcript: Jim Grant Warns of a Bond Selloff Lasting for Years, How Midnight OPEC Dealmaking Won Gulf Unity at Africas Expense, Canadas Economy Is Proving Surprisingly Immune to Higher Interest Rates, US Services Activity Nearly Stalls as Price Gauge Slides, The Feds Interest Rate Strategy Is Getting Tricky as Plans to Skip a Hike Emerge, United Airlines Calls Russian Airspace a Risk That Others Embrace, Summer Travel in Paris Seen as Dry Run for 2024 Olympic Games, Apple Unveils Vision Headset in Search of Post-iPhone Future, Daiwa Says Staff Freely Using ChatGPT, Plans Tech Hiring Boost, EU Tells Big Tech to Alert Users About AIs Dark Sides, Trump Considers Expanding Legal Team as DOJ Secret Documents Probe Heats Up, Los Angeles Port Disruptions Extend Into Monday Amid Labor Talks, Return of Student Loan PaymentsWill StretchHousehold Budgets, Super-Rich Escaping to Miami Are Insulated From Realities of Crime, Saudi Arabian Football League to Get More State Funding, Chris Christie Will Play the Role of Trump Spoiler, Of Course Home Insurers Are Fleeing California, AnApp Aims toStopMalaria-Carrying Mosquitoes From Reproducing, A $1.5 Trillion Backstop for Homebuyers Props Up Banks Instead, Wish You Could Be a Kid Again? BRICSRaging Against the Dollar Is an Exercise in Futility, Saudi Arabia Is Taking the Oil Market Back to the Future, Saudi Arabia's Solo Oil Production Cut Is a Risky Strategy, From Goldman to JPMorgan,Deals Have Dried Up. Damage Done by the Banking Crisis Looks Overpriced: John Authers Romaine Bostick breaks down the day's top stories and trading action leading into the close. Big Tech's Big Moment The first-quarter earnings season is well under way with roughly 20% of the S&P 500 companies having reported already. Times like these call for commodities. Plus: South Korea looks for promotion out of EM. Before it fell behind, Japan was first. ECB Blows Out 25 Candles. That's what common sense dictates, and it's one of those rare occasions when experience and theory agree; in times of inflation, commodities are a better bet than either stocks or bonds. Highlights from a week-long virtual event bringing Bloomberg Businessweek magazine to life. CityLab Crypto John Authers Bloomberg Opinion Columnist John Authers is a senior editor for markets and Bloomberg Opinion columnist. And comparison withold rival Greece is an instructivestudyin pain management, currency independence,and electoral outcomes. Highlights from a week-long virtual event bringing Bloomberg Businessweek magazine to life. Created to oversee the euro common currency thatcame into existence in 1999 and determined to continue the monetary orthodoxyof the German Bundesbank, its quarter-century milestone comesa couple of years too late. Image: Apple. Log in to keep reading or access research tools. Now, Theres a Backlash, Istanbul Wants to Make Urban Data Available to Everybody, US Mayors Cite Unprecedented Mental Health Crisis as Top Concern, SEC Sues Binance and CEO Zhao for Breaking Securities Rules, Bankman-Fried Was Schooled in Earning to Give and Playing to Win, Behind Sam Bankman-Frieds Journey From Hero to Handcuffs. John Authers is a senior editor for markets and Bloomberg Opinion columnist. Plus: What to expect after the inflation data. Carol Massar and Tim Stenovec host a look back at the best interviews, discussions and more. Seven Summer Camps Just for Adults, Deloitte to Donate$1 Million to LGBTQ Nonprofit The Trevor Project, Number of Young Britons Too Sick to Work Doubles in a Decade, Wildfires Are Poised to Scorch More Land Than Ever in Canada This Year, London Dry Spell Tops Three Weeks, Longest Since Last Years Heat Wave, Bounty Hunters Are Earning Money for Voter Signatures in California. Transcript: Jim Grant Warns of a Bond Selloff Lasting for Years, How Midnight OPEC Dealmaking Won Gulf Unity at Africas Expense, Canadas Economy Is Proving Surprisingly Immune to Higher Interest Rates, US Services Activity Nearly Stalls as Price Gauge Slides, The Feds Interest Rate Strategy Is Getting Tricky as Plans to Skip a Hike Emerge, United Airlines Calls Russian Airspace a Risk That Others Embrace, Summer Travel in Paris Seen as Dry Run for 2024 Olympic Games, Apple Unveils Vision Headset in Search of Post-iPhone Future, Daiwa Says Staff Freely Using ChatGPT, Plans Tech Hiring Boost, EU Tells Big Tech to Alert Users About AIs Dark Sides, Trump Considers Expanding Legal Team as DOJ Secret Documents Probe Heats Up, Los Angeles Port Disruptions Extend Into Monday Amid Labor Talks, Return of Student Loan PaymentsWill StretchHousehold Budgets, Super-Rich Escaping to Miami Are Insulated From Realities of Crime, Saudi Arabian Football League to Get More State Funding, Chris Christie Will Play the Role of Trump Spoiler, Of Course Home Insurers Are Fleeing California, AnApp Aims toStopMalaria-Carrying Mosquitoes From Reproducing, A $1.5 Trillion Backstop for Homebuyers Props Up Banks Instead, Wish You Could Be a Kid Again? The strong surge by AI and tech mega capsthats powering indexes can historically be expectedtospreadto smaller companies. A former chief markets commentator and editor of the Lex column at the Financial Times, he is author of The Fearful Rise of Markets.. Romaine Bostick breaks down the day's top stories and trading action leading into the close. In absolute terms, that still isnt great. Tech stocks are back with a vengeance after their dreadful 2022, and have helped lift the Nasdaq 100 higher by a whopping 31% so far this year. House Speaker Kevin McCarthy on the floor of the NYSElast month. Markets in the rear areas are yawning as the debt limittalks play out, but its a different storywhere the tripwires are. And this time, there isnt low inflation to soften the blow. Corporate governance is far better and sustained growth may finally be here, but howhigh the sun rises this time depends much on the yen. Sept. 11, 2022, 9:43 PM Ukraine Offensive Will Shift the Market Narrative: John Authers Opinion John Authers Bloomberg News Listen To get John Authers' newsletter delivered directly to your inbox, sign up here. A former chief markets commentator and editor of the Lex column at the Financial Times, he is author of "The Fearful . Insight and analysis of top stories from our award winning magazine "Bloomberg Businessweek". Plus: Mixed data confront the Fed on jobs, and China on a disappointingrecovery. A former chief markets commentator and editor of the Lex column at the Financial Times, he is author of "The Fearful . Being Broad-Minded Pays Off in Narrow Markets: John Authers Be Afraid, Let the Debt-Ceiling Game of Chicken Begin, Been Hedging Around the Pivot? John Authers - Bloomberg A former chief markets commentator and editor of the Lex column at the Financial Times, he is author of The Fearful Rise of Markets.. Log in to keep reading or access research tools. More Lessons in Humility From the Donbas John Authers is a senior editor for markets and Bloomberg Opinion columnist. And comparison withold rival Greece is an instructivestudyin pain management, currency independence,and electoral outcomes. Yes, But Keep Your AIs Open, Being Broad-Minded Pays Off in Narrow Markets, Hey, Stupid. Is Narrow Breadth Bad Breadth? A Higher Tech High? Yes, But Keep Your AIs Open: John Authers Diversifying With Commodities? Watch How They Roll: John Authers To get John Authers' newsletter delivered directly to your inbox, sign up here. How historic? Tech stocks are back with a vengeance after their dreadful 2022, and have helped lift the Nasdaq 100 higher by a whopping 31% so far this year. Romaine Bostick breaks down the day's top stories and trading action leading into the close. John Authers is a senior editor for markets and Bloomberg Opinion columnist. The strong surge by AI and tech mega capsthats powering indexes can historically be expectedtospreadto smaller companies. The solemn scenes of world leaders meeting at Hiroshima over the weekend should remind everyone of that. It will take nerve, but the opportunities are ripe for stockpickersin emerging markets instead of blind indexing. Really, Truly, Holistically, Stocks Are Expensive: John Authers Talking Points Memo Financial events are flowing uncomfortably quickly, and there's much more to come with a one-two punch of unemployment and inflation data from the US on Friday (soon after you receive this) and Wednesday next week. articles a month for anyone to read, even non-subscribers! BRICSRaging Against the Dollar Is an Exercise in Futility, Saudi Arabia Is Taking the Oil Market Back to the Future, Saudi Arabia's Solo Oil Production Cut Is a Risky Strategy, From Goldman to JPMorgan,Deals Have Dried Up. A Very, Very Big Deal The last week might well go down in market history. From cap-weighted outperformance to a lag for banking stocks, were in a rise that looks very weird. FANG'd Out, S&P Rivals Debt Ceiling for Market Attention - Bloomberg John Authers is a senior editor for markets and Bloomberg Opinion columnist. President Dimon would be square peg in Oval hole | Reuters Yes, But Keep Your AIs Open, Being Broad-Minded Pays Off in Narrow Markets, Hey, Stupid. Plus: Mixed data confront the Fed on jobs, and China on a disappointingrecovery. That milestone has given cheer to many. To get John Authers' newsletter delivered directly to your inbox, sign up here. Been Hedging Around the Pivot? Don't Stop Now: John Authers The world-changingnarrative around AI has hooked up with the Feds determination to provide liquidity, even duringa rate-raising cycle. The political game theory is ever more fascinating. Insight and analysis of top stories from our award winning magazine "Bloomberg Businessweek". Executive Editor, Macworld JUN 5, 2023 9:28 am PDT. Plus: South Korea looks for promotion out of EM. A former chief markets commentator and editor of the Lex column at the Financial Times, he is author of "The. The agency is simultaneously grappling with several highly politicized events that threaten to undermine its credibility with significant portions of the population. To get John Authers' newsletter delivered directly to your inbox, sign up here. To get John Authers newsletter delivered directly to your inbox, sign up here. John Authers - Senior Editor - Bloomberg | LinkedIn The big, risky bets increasingly placed byinvestors from the young to pension funds are a danger to everyone. Transcript: Jim Grant Warns of a Bond Selloff Lasting for Years, How Midnight OPEC Dealmaking Won Gulf Unity at Africas Expense, Canadas Economy Is Proving Surprisingly Immune to Higher Interest Rates, US Services Activity Nearly Stalls as Price Gauge Slides, The Feds Interest Rate Strategy Is Getting Tricky as Plans to Skip a Hike Emerge, United Airlines Calls Russian Airspace a Risk That Others Embrace, Summer Travel in Paris Seen as Dry Run for 2024 Olympic Games, Apple Unveils Vision Headset in Search of Post-iPhone Future, Daiwa Says Staff Freely Using ChatGPT, Plans Tech Hiring Boost, EU Tells Big Tech to Alert Users About AIs Dark Sides, Trump Considers Expanding Legal Team as DOJ Secret Documents Probe Heats Up, Los Angeles Port Disruptions Extend Into Monday Amid Labor Talks, Return of Student Loan PaymentsWill StretchHousehold Budgets, Super-Rich Escaping to Miami Are Insulated From Realities of Crime, Saudi Arabian Football League to Get More State Funding, Chris Christie Will Play the Role of Trump Spoiler, Of Course Home Insurers Are Fleeing California, AnApp Aims toStopMalaria-Carrying Mosquitoes From Reproducing, A $1.5 Trillion Backstop for Homebuyers Props Up Banks Instead, Wish You Could Be a Kid Again? It seems like we've been waiting forever, but the first Apple keynote of 2023 is finally hereand it's a . Jun 02, 2023 | By John Authers | Bloomberg Opinion To get John Authers' newsletter delivered directly to your inbox, sign up here. The world-changingnarrative around AI has hooked up with the Feds determination to provide liquidity, even duringa rate-raising cycle. Ukraine Offensive Will Shift the Market Narrative: John Authers And the verdict is: So far, so good. John Authers Bloomberg News To get John Authers' newsletter delivered directly to your inbox, sign up here. It cant carry on like this much longer. Still,winners and losers will take time to sort out. Wall Streets fears takefocus as the X-datebecomes a moving target and Biden and McCarthy meet. To get John Authers newsletter delivered directly to your inbox, sign up here. Seven Summer Camps Just for Adults, Deloitte to Donate$1 Million to LGBTQ Nonprofit The Trevor Project, Number of Young Britons Too Sick to Work Doubles in a Decade, Wildfires Are Poised to Scorch More Land Than Ever in Canada This Year, London Dry Spell Tops Three Weeks, Longest Since Last Years Heat Wave, Bounty Hunters Are Earning Money for Voter Signatures in California. This divergence has been present and growing for a while, but some resolution must now AI-powered legal analytics, workflow tools and premium legal & business news. Reasons to Be Cheerful Welcome to Inflation Week. ECB Blows Out 25 Candles. Seven Summer Camps Just for Adults, Deloitte to Donate$1 Million to LGBTQ Nonprofit The Trevor Project, Number of Young Britons Too Sick to Work Doubles in a Decade, Wildfires Are Poised to Scorch More Land Than Ever in Canada This Year, London Dry Spell Tops Three Weeks, Longest Since Last Years Heat Wave, Bounty Hunters Are Earning Money for Voter Signatures in California. Now, Theres a Backlash, Istanbul Wants to Make Urban Data Available to Everybody, US Mayors Cite Unprecedented Mental Health Crisis as Top Concern, SEC Sues Binance and CEO Zhao for Breaking Securities Rules, Bankman-Fried Was Schooled in Earning to Give and Playing to Win, Behind Sam Bankman-Frieds Journey From Hero to Handcuffs. Highlights from a week-long virtual event bringing Bloomberg Businessweek magazine to life. A former chief markets commentator and editor of the. Now, Theres a Backlash, Istanbul Wants to Make Urban Data Available to Everybody, US Mayors Cite Unprecedented Mental Health Crisis as Top Concern, SEC Sues Binance and CEO Zhao for Breaking Securities Rules, Bankman-Fried Was Schooled in Earning to Give and Playing to Win, Behind Sam Bankman-Frieds Journey From Hero to Handcuffs. How historic? John Authers is a senior editor for markets and Bloomberg Opinion columnist. To get John Authers' newsletter delivered directly to your inbox, sign up here. Now, Theres a Backlash, Istanbul Wants to Make Urban Data Available to Everybody, US Mayors Cite Unprecedented Mental Health Crisis as Top Concern, SEC Sues Binance and CEO Zhao for Breaking Securities Rules, Bankman-Fried Was Schooled in Earning to Give and Playing to Win, Behind Sam Bankman-Frieds Journey From Hero to Handcuffs. The gains are jaw-dropping and everyones rushing tothe AI bandwagon. Whats going on? Take a look at the following chart, which was suggested by Bespoke Investment Group. How historic? John Authers is a senior editor for markets and Bloomberg Opinion columnist. Now, core inflation across the eurozone has topped 5%. And if youre Recep Tayyip Erdogan, all bets are off. Whatever proponents of breakinglinks inthe globalized economy may say, the reality tends to be very different. Carol Massar and Tim Stenovec host a look back at the best interviews, discussions and more. Not much in Turkeythis time. The zeitgeist is already won. NEW YORK, June 2 (Reuters Breakingviews) - The idea of Jamie Dimon running for U.S. president makes sense in one way: After helming JPMorgan (JPM.N), the biggest bank in the Western world, there . Seven Summer Camps Just for Adults, Deloitte to Donate$1 Million to LGBTQ Nonprofit The Trevor Project, Number of Young Britons Too Sick to Work Doubles in a Decade, Wildfires Are Poised to Scorch More Land Than Ever in Canada This Year, London Dry Spell Tops Three Weeks, Longest Since Last Years Heat Wave, Bounty Hunters Are Earning Money for Voter Signatures in California. The ECB was tasked with keeping inflation within a percentage point of 2%;its main problem during the post-crisis 2010s was stayingabove 0%. John Authers is a senior editor for markets and Bloomberg Opinion columnist. And this time, there isnt low inflation to soften the blow. Theyve also given enough of a lift to the S&P 500, the worlds most followed index, that it has now twice closed above 4,200, a level that for nine months appeared to be a ceiling. And the verdict is: So far, so good. A Feather in the CAPM. For years, political scientists believed that elections were driven by retrospective evaluation of voters economic consequences. Carol Massar and Tim Stenovec host a look back at the best interviews, discussions and more. Romaine Bostick breaks down the day's top stories and trading action leading into the close. An attempt to separate confusing economic data from the human need forstorytelling ends up ata fairytale wed best be wary of. From cap-weighted outperformance to a lag for banking stocks, were in a rise that looks very weird. Authers' Newsletter: Latin Stocks Rally Needs Growth in China - Bloomberg Articles by John Authers's Profile | Bloomberg News Journalist | Muck Rack Highlights from a week-long virtual event bringing Bloomberg Businessweek magazine to life. In folksier terms, the key was Ronald Reagans key question: Are you better off than you were four years ago? If the answer is yes,then incumbents can expect to win reelection and if not, not. Still,winners and losers will take time to sort out. The 2011 experience shows that the US didnt need actual default to take asevere beating. In May,tech beat the rest by more than than 10 percentage points for the first time in two decades. The gains are jaw-dropping and everyones rushing tothe AI bandwagon. The zeitgeist is already won. But does it matter that this has been achieved by only a handful of AI-powered legal analytics, workflow tools and premium legal & business news. But pauseto reflect on the early internetand first-movers whodidnt survive. May has been a historic month for investors in technology. Now, Theres a Backlash, Istanbul Wants to Make Urban Data Available to Everybody, US Mayors Cite Unprecedented Mental Health Crisis as Top Concern, SEC Sues Binance and CEO Zhao for Breaking Securities Rules, Bankman-Fried Was Schooled in Earning to Give and Playing to Win, Behind Sam Bankman-Frieds Journey From Hero to Handcuffs.
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