John Authers

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Markets Can't Process This '60s-Style Recovery

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Investors active today have never personally experienced an environment like this. That creates a serious risk of errors.

Gold Is Getting That Inflation Feeling Again

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The prospect of higher interest rates is bad news for the ultimate shiny yellow zero-coupon long-duration asset.

Could We Have Seen The S&P's Historic Rebound Coming?

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A year ago, when the index began its climb, no one could possibly have concluded that the worst of the pandemic was over.

Stockpickers Can Breathe Again As FANGs Stumble

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The recent turbulence has spurred a revival for active fund managers.

The Inflation Scare Is Missing Some Inflation

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Stocks are more concerned about a rise in yields, though a repeat of the taper tantrum looks to have been avoided.

The Stocks Rotation Ride Is Real, And Violent

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There’s no room left for doubt that a major shift is under way.

The Inflation Regime Change Is Already Upon Us

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Epochal shifts can be difficult to spot in real time, but the signs are there.

Markets Bet The Fed Really Does Like It Hot

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Real yields have stayed anchored despite a surge in inflation expectations. Are investors right?

GameStop Is Rage Against The Financial Machine

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Traders putting on the short squeeze are engaged in an anger-driven uprising against the establishment.

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