John Authers

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Why Stock Market Bears Have Thrown In The Towel

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Belief in a hard landing in the U.S. is over.

The Great Rates Descent Will Be Nasty, Brutish And Long

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With peak inflation behind most countries, central banks face the challenge of retreating without tipping into a recession.

Don't Declare The Death Of The Yale Model Just Yet

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It would take a few more muted years to shake belief in a highly successful investment strategy.

Investing For Trump 2.0 Is Trickier Than You Think

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The base-case scenario of a second term will move markets until November--and beyond.

Bombshells Are Already Landing In Election-Year Markets

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Biden's swing-state slip and the unpredictability of the Israel-Hamas conflict set the stage for 2024.

Tips On Survival From The Queen Who Excelled At It

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Discipline, patience and a certain passivity paid off. Investors might take heed.

Nothing Will Stop The Dollar From Getting Stronger

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European inflation hangs on energy prices, and the greenback is rising with them.

There's Good News For The Global Economy, If You Look

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China, supply chains and Covid developments should generate some optimism ahead of the U.S. payrolls data.

Post-Lehman Path Makes A Case For Buying The Rout

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Anyone who bet on U.S. stocks in October 2008 would have been up 440% by the peak last year.

Dreams Of A Soft Landing, Fears Of Hard Retirement

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A good scenario for the Fed is beginning to look as difficult as bringing a jetliner down safely on the Hudson River.

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