John Authers

Columnist, Bloomberg @business. Previously 29 yrs @FT Englishman in New York. Mexicanophile. RedSox&Seagulls4ever. Views mine except RTs Please sign up below:

[John Authers @johnauthers]

REMINDER - Points of Return is nominated for a Webby and voting closes Monday. Please vote for us, and many thanks!

[John Authers @johnauthers]

Hello everyone! A year on from Liberation Day, this video explaining why "reciprocal" tariffs were nonsense has been nominated for a Webby. Please vote for it!

[Bloomberg Opinion @opinion]

Lula's political touch didn't desert him with Brazilian voters, but he's lost the business community, writes @johnauthers https://t.co/13Pe2Iio8B

[Mo Hossain @MoHossain]

QQQ/TLT is the cleanest chart of the post-ChatGPT regime: long tech / short duration.
Despite the latest selloff, the ratio remains within its ~4-year rising channel and well above the major 2025–26 drawdown lows.
Violent correction ≠ regime change. Yet.

ht: BBG via @johnauthers

[Lisa Abramowicz @lisaabramowicz1]

The gap between returns on the S&P 500's equal-weight and market cap-weight versions was the widest in October for any month since April 2009, as @johnauthers notes in his latest column. https://t.co/aAgQ9xX1xq

[Amb Antonio Garza @aogarza]

This might seem strange, @johnauthers writes, but re-escalation in the Iran war is impervious to domestic US politics https://t.co/KFBG1mCbYT

[John Authers @johnauthers]

Marc Chandler's book Surplus is indeed well worth reading:
https://t.co/ygFqXxZUjQ

[Marc Chandler @marcmakingsense]

John Authers reviewed Surplus in his Bloomberg @opinion column today. Trees/forest: surplus is the key challenge at the forest level, even if some trees lack water or food.
https://t.co/gvCIzk2MxQ

[Bloomberg Opinion @opinion]

You really can have too much of a good thing, writes @johnauthers. Why a restless excess of capital is the root cause of our economic problems https://t.co/YaTZAs55b6

[Bloomberg Opinion @opinion]

Be-Bop-a-Lula, and Brazil’s Black Monday could end up being another buying opportunity, John Authers writes https://t.co/EQfExcxFkk

[Chand Sooran @csooran]

Excellent chart on Brazil via @johnauthers

[Scarlett & Carter's BaPa @KASDad]

The size of IPOs reaches new heights in 2026 w/ the proposed Anthropic IPO. In 1999, the average IPO was $128 million. The median was $61.6 million. 1999's largest deal was $UPS at $5.47 billion. Anthropic proposes to raise $75 billion or more. Chart courtesy of @johnauthers

[John Authers @johnauthers]

As shocks go, #Lula's election victory was shocking. So far, the Brazilian Real is on course for its worst day against the dollar since 1992...

[ACEMAXX ANALYTICS @acemaxx]

#Bloomberg World Interest Rate Probability function and #Fed Funds rate forward guidance, chart @johnauthers

[John Authers @johnauthers]

@PatrickHill1677 @jam_croissant @AnnTrades Please stop tagging me. Or at least tell me why you keep doing it.

[Zoe Schneeweiss @ZSchneeweiss]

France is in a financial crisis as well as one on the streets, writes @johnauthers. And 'whatever it takes' won't be good enough https://t.co/qCUNcsIVwt via @opinion

[Bloomberg Opinion @opinion]

Is there an AI bubble? Of course there is, says @johnauthers 🎥

[Zoe Schneeweiss @ZSchneeweiss]

One hard truth from France’s unrest is that the country just doesn’t matter to the world economy as much as it used to, John Authers writes https://t.co/GgqTM2oEC1 via @opinion

[Bloomberg Opinion @opinion]

For an roadmap to the market opportunities after this year’s US midterms, writes John Authers, take a look at what happened in 2018 https://t.co/aGTEmSVJRz

[Bloomberg Opinion @opinion]

@RonBrownstein @TimOBrien A live chart reading from @johnauthers looking at America’s skyrocketing growth 📈

[Scarlett & Carter's BaPa @KASDad]

Those surging mortgage rates are reflected in the declining number of home sales under contract. The data on housing permits for new builds is showing a less precipitous decline. Charts courtesy of @johnauthers

[John Authers @johnauthers]

@walter254walter @Blue_Footy Um, beating Arsenal 3-0 (and Villa 4-0), and knocking Man U out of the League Cup at Old Trafford didn't suggest they might not just be good against smaller teams?

[Amb Antonio Garza @aogarza]

CoreWeave’s credit and business model deserve cold-eyed scrutiny, @johnauthers writes. But this panic looks more like 2023 than 2007 https://t.co/VgBB6KyiOD