@johnauthers.bsky.social
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
Reposted
Without getting into Brexit arguments again, yhe UK needs s desl righ the EU:
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
The UK Needs a New Deal, Without Saying Brexit
Trump 2.0 is a chance to find a trade rapprochement with the European Union.
www.bloomberg.com
December 6, 2025 at 1:30 PM
Without getting into Brexit arguments again, yhe UK needs s desl righ the EU:
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Reposted
Gift Link / Free to Read
Opinion | @johnauthers.bsky.social , Columnist
The UK Needs a New Deal, Without Saying Brexit
Trump 2.0 is a chance to find a trade rapprochement with the European Union.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Opinion | @johnauthers.bsky.social , Columnist
The UK Needs a New Deal, Without Saying Brexit
Trump 2.0 is a chance to find a trade rapprochement with the European Union.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
The UK Needs a New Deal, Without Saying Brexit
Trump 2.0 is a chance to find a trade rapprochement with the European Union.
www.bloomberg.com
December 5, 2025 at 2:05 PM
Gift Link / Free to Read
Opinion | @johnauthers.bsky.social , Columnist
The UK Needs a New Deal, Without Saying Brexit
Trump 2.0 is a chance to find a trade rapprochement with the European Union.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Opinion | @johnauthers.bsky.social , Columnist
The UK Needs a New Deal, Without Saying Brexit
Trump 2.0 is a chance to find a trade rapprochement with the European Union.
www.bloomberg.com/opinion/arti... via @opinion.bloomberg.com
Emerging markets navigated post-pandemic inflation much better than the developed world:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Tariffs Are Making Rates Descent a Lot Trickier
Central banks avoided disaster on climbing down from high rates, but emerging markets did it best.
www.bloomberg.com
December 4, 2025 at 5:12 PM
Emerging markets navigated post-pandemic inflation much better than the developed world:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Reposted
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Hard-Nosed Sympathy Is Beating Up Bond Markets
A one-two slap from Japan and the Fed sends yields upward.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Hard-Nosed Sympathy Is Beating Up Bond Markets
A one-two slap from Japan and the Fed sends yields upward.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Hard-Nosed Sympathy Is Beating Up Bond Markets
A one-two slap from Japan and the Fed sends yields upward.
www.bloomberg.com
December 2, 2025 at 3:07 PM
Opinion Newsletter | @johnauthers.bsky.social , Columnist
Hard-Nosed Sympathy Is Beating Up Bond Markets
A one-two slap from Japan and the Fed sends yields upward.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Hard-Nosed Sympathy Is Beating Up Bond Markets
A one-two slap from Japan and the Fed sends yields upward.
www.bloomberg.com/opinion/news... via @opinion.bloomberg.com
Reposted
The problem with markets is liquiditty. There's too much of it, and that makes them less efficieint: www.bloomberg.com/opinion/arti...
Your ETF Is Ruining Capitalism
To get John Authers' newsletter delivered directly to your inbox, sign up here.
www.bloomberg.com
November 29, 2025 at 3:56 PM
The problem with markets is liquiditty. There's too much of it, and that makes them less efficieint: www.bloomberg.com/opinion/arti...
In an exciting development, Nvidia might actually have some competition:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Three Big Holes in Nvidia’s Safety Net
Investors can’t afford to ignore any, but should pay special attention now to Gemini 3.
www.bloomberg.com
November 24, 2025 at 2:45 PM
In an exciting development, Nvidia might actually have some competition:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
Latest Points of Return:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...
You Don’t Need a Burry to Know Which Way the Bubble Blows
Nvidia’s earnings land like a macro event. They’re just one thing to watch.
www.bloomberg.com
November 18, 2025 at 5:43 PM
Latest Points of Return:
www.bloomberg.com/opinion/news...
www.bloomberg.com/opinion/news...