@johnauthers.bsky.social
Reposted
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Powell’s Survival Tip — Be Boring
The Federal Reserve really doesn’t need the curse of interesting times.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Powell’s Survival Tip — Be Boring
The Federal Reserve really doesn’t need the curse of interesting times.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Powell’s Survival Tip — Be Boring
The Federal Reserve really doesn’t need the curse of interesting times.
www.bloomberg.com
January 29, 2026 at 1:47 PM
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Powell’s Survival Tip — Be Boring
The Federal Reserve really doesn’t need the curse of interesting times.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Powell’s Survival Tip — Be Boring
The Federal Reserve really doesn’t need the curse of interesting times.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
“In a world where markets don’t believe anything the government says, the worry is that markets realize too late the damage that has actually been done.”
My chat with the @financialtimes.com’s @robarmstrong.bsky.social, who gave us “🌮 Theory,” and @johnauthers.bsky.social of @opinion.bloomberg.com:
My chat with the @financialtimes.com’s @robarmstrong.bsky.social, who gave us “🌮 Theory,” and @johnauthers.bsky.social of @opinion.bloomberg.com:
Trump Keeps TACOing. What If Markets Stop Caring?
open.spotify.com
January 28, 2026 at 10:54 PM
“In a world where markets don’t believe anything the government says, the worry is that markets realize too late the damage that has actually been done.”
My chat with the @financialtimes.com’s @robarmstrong.bsky.social, who gave us “🌮 Theory,” and @johnauthers.bsky.social of @opinion.bloomberg.com:
My chat with the @financialtimes.com’s @robarmstrong.bsky.social, who gave us “🌮 Theory,” and @johnauthers.bsky.social of @opinion.bloomberg.com:
Reposted
‘A weak dollar makes US exports more competitive, and imports more expensive — a key Trump 2.0 aim and a reason why he has advocated for a weaker dollar in the past. The problem is inflation.’ www.bloomberg.com/opinion/news... by @johnauthers.bsky.social
Look at Them Yo-Yos Make Your Money Worth Nothing
Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com
January 28, 2026 at 5:22 PM
‘A weak dollar makes US exports more competitive, and imports more expensive — a key Trump 2.0 aim and a reason why he has advocated for a weaker dollar in the past. The problem is inflation.’ www.bloomberg.com/opinion/news... by @johnauthers.bsky.social
Reposted
This @johnauthers.bsky.social piece is interesting, it says that the gold price surges can be a function of China's monetary easing and the improve adoption of its international payment system
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Look at Them Yo-Yos Make Your Money Worth Nothing
Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Look at Them Yo-Yos Make Your Money Worth Nothing
Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Look at Them Yo-Yos Make Your Money Worth Nothing
Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com
January 28, 2026 at 3:19 PM
This @johnauthers.bsky.social piece is interesting, it says that the gold price surges can be a function of China's monetary easing and the improve adoption of its international payment system
Reposted
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Look at Them Yo-Yos Make Your Money Worth Nothing
Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Look at Them Yo-Yos Make Your Money Worth Nothing
Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Look at Them Yo-Yos Make Your Money Worth Nothing
Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com
January 28, 2026 at 12:22 PM
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Look at Them Yo-Yos Make Your Money Worth Nothing
Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Look at Them Yo-Yos Make Your Money Worth Nothing
Banging down the dollar like Trump is obviously hurts. But so does China’s gold binge.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
@johnauthers.bsky.social : Traditionally, the country defines core inflation excluding fuel and fresh food — but not all food, as in most developed economies. That definitional difference grows very significant when the staple, rice, undergoes an epic price spike:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
January 27, 2026 at 1:19 PM
@johnauthers.bsky.social : Traditionally, the country defines core inflation excluding fuel and fresh food — but not all food, as in most developed economies. That definitional difference grows very significant when the staple, rice, undergoes an epic price spike:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Reposted
"Some of these nations have been hit with the highest US tariffs, but that hasn’t stopped a surge in confidence that they can grow their profits"
@johnauthers.bsky.social
@johnauthers.bsky.social
January 27, 2026 at 2:00 PM
"Some of these nations have been hit with the highest US tariffs, but that hasn’t stopped a surge in confidence that they can grow their profits"
@johnauthers.bsky.social
@johnauthers.bsky.social
Reposted
‘The combination of higher yields and a stronger currency threatens the carry trade, which is now a critical variable and has survived two sharp reversals in the last two years to set new highs.’ www.bloomberg.com/opinion/news... by @johnauthers.bsky.social
January 26, 2026 at 5:40 PM
‘The combination of higher yields and a stronger currency threatens the carry trade, which is now a critical variable and has survived two sharp reversals in the last two years to set new highs.’ www.bloomberg.com/opinion/news... by @johnauthers.bsky.social
Reposted
The combination of higher yields and a stronger currency threatens the #carrytrade — This is how #Bloomberg ’s index for borrowing in #yen and parking in #dollars has performed since the start of 2024, chart @johnauthers.bsky.social
January 26, 2026 at 7:11 AM
The combination of higher yields and a stronger currency threatens the #carrytrade — This is how #Bloomberg ’s index for borrowing in #yen and parking in #dollars has performed since the start of 2024, chart @johnauthers.bsky.social
Why markets are sunnier than the weather outside: www.bloomberg.com/opinion/news...
Why Markets Aren’t Caught in the US Blizzard
Despite gloom in the weather and news, there’s a very positive move afoot.
www.bloomberg.com
January 26, 2026 at 3:00 PM
Why markets are sunnier than the weather outside: www.bloomberg.com/opinion/news...
Reposted
Opinion Newsletter | @johnauthers.bsky.social , Columnist
As They Say in Greenland, ‘Trump Tamatigut Qunutittarpoq’
The TACO trade is back as markets shake off the invasion-tariff drama.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
As They Say in Greenland, ‘Trump Tamatigut Qunutittarpoq’
The TACO trade is back as markets shake off the invasion-tariff drama.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
As They Say in Greenland, ‘Trump Tamatigut Qunutittarpoq’
The TACO trade is back as markets shake off the invasion-tariff drama.
www.bloomberg.com
January 22, 2026 at 3:03 PM
Opinion Newsletter | @johnauthers.bsky.social , Columnist
As They Say in Greenland, ‘Trump Tamatigut Qunutittarpoq’
The TACO trade is back as markets shake off the invasion-tariff drama.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
As They Say in Greenland, ‘Trump Tamatigut Qunutittarpoq’
The TACO trade is back as markets shake off the invasion-tariff drama.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
Deutsche clarified that Europe ‘doesn’t need to dump [US Treasuries], they need to buy marginally less.’ That needn’t be because of weaponization. If Europe decides to invest more in.. defense, it might.. sell Treasury holdings to fund it.”
@johnauthers.bsky.social
www.bloomberg.com/opinion/arti...
@johnauthers.bsky.social
www.bloomberg.com/opinion/arti...
January 23, 2026 at 3:24 PM
Deutsche clarified that Europe ‘doesn’t need to dump [US Treasuries], they need to buy marginally less.’ That needn’t be because of weaponization. If Europe decides to invest more in.. defense, it might.. sell Treasury holdings to fund it.”
@johnauthers.bsky.social
www.bloomberg.com/opinion/arti...
@johnauthers.bsky.social
www.bloomberg.com/opinion/arti...
Reposted
Okay @johnauthers.bsky.social went there!
January 22, 2026 at 4:10 AM
Okay @johnauthers.bsky.social went there!
This video on Japan from Wednesday of last week is getting ever more relevant. Hope it's of interest:
Japan’s growth is the most overlooked story in financial markets right now.
@johnauthers.bsky.social explains 🎥
@johnauthers.bsky.social explains 🎥
January 20, 2026 at 3:25 PM
This video on Japan from Wednesday of last week is getting ever more relevant. Hope it's of interest:
Europe has more options over Greenland than might appear from the Risk board:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Greenland Isn't as Big as It Looks in 'Risk'
Europe has it in its power to force a messy compromise with capital flows, not troops.
www.bloomberg.com
January 20, 2026 at 3:20 PM
Europe has more options over Greenland than might appear from the Risk board:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Reposted
Opinion | @johnauthers.bsky.social , Columnist
With Powell, the Guardrails Are Holding
Trump seems to always get his way, but limits are finally starting to catch up.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
With Powell, the Guardrails Are Holding
Trump seems to always get his way, but limits are finally starting to catch up.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
With Powell, the Guardrails Are Holding
Trump seems to always get his way, but limits are finally starting to catch up.
www.bloomberg.com
January 16, 2026 at 2:53 PM
Opinion | @johnauthers.bsky.social , Columnist
With Powell, the Guardrails Are Holding
Trump seems to always get his way, but limits are finally starting to catch up.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
With Powell, the Guardrails Are Holding
Trump seems to always get his way, but limits are finally starting to catch up.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Reposted
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Inflation Numbers Are Looking Too Good to Trust
The year starts with a positive surprise, but markets refrain from glee.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Inflation Numbers Are Looking Too Good to Trust
The year starts with a positive surprise, but markets refrain from glee.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Inflation Numbers Are Looking Too Good to Trust
The year starts with a positive surprise, but markets refrain from glee.
www.bloomberg.com
January 15, 2026 at 2:43 PM
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Inflation Numbers Are Looking Too Good to Trust
The year starts with a positive surprise, but markets refrain from glee.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Inflation Numbers Are Looking Too Good to Trust
The year starts with a positive surprise, but markets refrain from glee.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
The bullying is pointless and extends beyond the Fed to the US economy, @johnauthers.bsky.social says.
Read the column: bloom.bg/4jExSjq
Read the column: bloom.bg/4jExSjq
January 12, 2026 at 1:46 PM
The bullying is pointless and extends beyond the Fed to the US economy, @johnauthers.bsky.social says.
Read the column: bloom.bg/4jExSjq
Read the column: bloom.bg/4jExSjq
Reposted
January 12, 2026 at 5:55 PM
Shorting JGBs is no longer a widowmaker. That's not great for everyone:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Japan’s Bond Widows Are Finally Having Their Day
Yields are their highest since 1999 and accelerating under Takaichi.
www.bloomberg.com
January 7, 2026 at 2:37 PM
Shorting JGBs is no longer a widowmaker. That's not great for everyone:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Reposted
#FX - denominate your investments in a weak currency, and automatically all your returns will look better - here’s the S&P 500 this year, as measured in very weak #Turkish lira, underperforming USD, and very strong EUR, chart @johnauthers.bsky.social www.bloomberg.com/opinion/auth...
December 31, 2025 at 6:13 AM
#FX - denominate your investments in a weak currency, and automatically all your returns will look better - here’s the S&P 500 this year, as measured in very weak #Turkish lira, underperforming USD, and very strong EUR, chart @johnauthers.bsky.social www.bloomberg.com/opinion/auth...
Reposted
The 2025 Trades You Should Have Made
Where did fictional hedge fund Hindsight Capital put its money this year? Bloomberg Opinion columnist @johnauthers.bsky.social explains the trades you should have made in 2025.
www.bloomberg.com/news/videos/... via @opinion.bloomberg.com
Where did fictional hedge fund Hindsight Capital put its money this year? Bloomberg Opinion columnist @johnauthers.bsky.social explains the trades you should have made in 2025.
www.bloomberg.com/news/videos/... via @opinion.bloomberg.com
December 31, 2025 at 1:22 PM
The 2025 Trades You Should Have Made
Where did fictional hedge fund Hindsight Capital put its money this year? Bloomberg Opinion columnist @johnauthers.bsky.social explains the trades you should have made in 2025.
www.bloomberg.com/news/videos/... via @opinion.bloomberg.com
Where did fictional hedge fund Hindsight Capital put its money this year? Bloomberg Opinion columnist @johnauthers.bsky.social explains the trades you should have made in 2025.
www.bloomberg.com/news/videos/... via @opinion.bloomberg.com
Reposted
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Capitalism and Crime: The Books That Got Me Through the Year
Here’s one cold-eyed reading list.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Capitalism and Crime: The Books That Got Me Through the Year
Here’s one cold-eyed reading list.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Capitalism and Crime: The Books That Got Me Through the Year
Here’s one cold-eyed reading list.
www.bloomberg.com
December 30, 2025 at 11:32 AM
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Capitalism and Crime: The Books That Got Me Through the Year
Here’s one cold-eyed reading list.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Capitalism and Crime: The Books That Got Me Through the Year
Here’s one cold-eyed reading list.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
Weekend Essay
Five Forces That Broke Capitalism — +One Possible Fix
A wave of new books argue that capitalism isn’t doomed, just misaligned. Fixing it means rebalancing the relationships btwn markets, states & workers.
www.bloomberg.com/news/feature... via @bloomberg.com @johnauthers.bsky.social
Five Forces That Broke Capitalism — +One Possible Fix
A wave of new books argue that capitalism isn’t doomed, just misaligned. Fixing it means rebalancing the relationships btwn markets, states & workers.
www.bloomberg.com/news/feature... via @bloomberg.com @johnauthers.bsky.social
The Five Forces That Broke Capitalism — and One Possible Fix
A wave of new books argue that capitalism isn’t doomed, just misaligned. Fixing it means rebalancing the relationships between markets, states and workers.
www.bloomberg.com
December 14, 2025 at 11:35 AM
Weekend Essay
Five Forces That Broke Capitalism — +One Possible Fix
A wave of new books argue that capitalism isn’t doomed, just misaligned. Fixing it means rebalancing the relationships btwn markets, states & workers.
www.bloomberg.com/news/feature... via @bloomberg.com @johnauthers.bsky.social
Five Forces That Broke Capitalism — +One Possible Fix
A wave of new books argue that capitalism isn’t doomed, just misaligned. Fixing it means rebalancing the relationships btwn markets, states & workers.
www.bloomberg.com/news/feature... via @bloomberg.com @johnauthers.bsky.social
Reposted
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Trump 2.0 Is Desperate Not to Make a 1.0 Mistake
Affordability and a repeat of second-year market corrections hang over the midterms.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Trump 2.0 Is Desperate Not to Make a 1.0 Mistake
Affordability and a repeat of second-year market corrections hang over the midterms.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Trump 2.0 Is Desperate Not to Make a 1.0 Mistake
Affordability and a repeat of second-year market corrections hang over the midterms.
www.bloomberg.com
December 10, 2025 at 3:38 PM
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Trump 2.0 Is Desperate Not to Make a 1.0 Mistake
Affordability and a repeat of second-year market corrections hang over the midterms.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Trump 2.0 Is Desperate Not to Make a 1.0 Mistake
Affordability and a repeat of second-year market corrections hang over the midterms.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com