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Amid tariff whiplash, renewed inflation concerns and turbulence in financial markets, Americans are left wondering: Do the economic vibes match our economic reality? And are we headed for a recession?Today on the show, Bloomberg senior markets editor and columnist John Authers joins host David Gura to discuss official and unofficial recession indicators and what the state of the economy tells us about what could be ahead.See omnystudio.com/listener for privacy information.
US markets have fallen again, after Thursday's record-breaking surge off the back of Donald Trump's announcement that reciprocal tariffs on most countries would be paused. Bloomberg business columnist John Authers spoke to Paddy Gower.
US President Donald Trump has paused the implementation of some new tariffs, while increasing levies on China even further, to 125 percent. Bloomberg business columnist John Authers spoke to Corin Dann.
It's been a volatile few days across global markets. As the equity sell-off has deepened, a growing number of market strategists have revised down their targets for where the S&P 500 will be at the end of the year, and economists at several big banks have updated their forecasts. Today on the Big Take podcast, unpacking the seismic effect US President Trump’s tariffs announcement is having on markets. Bloomberg Opinion’s John Authers joins host David Gura to contextualize the market moves — and explain what’s likely to happen next. Read more from John Authers here.See omnystudio.com/listener for privacy information.
The great John Authers, senior markets editor and Opinion columnist at Bloomberg, joins Merryn and John Stepek for this week's roundup. He talks about his time in Frankfurt, explaining "the biggest turning point for German economic policy at least since reunification, and possibly much longer." He also points out why German companies look like good value ( "take 10 percent out of your Mag7 ETF and put it into a Stocks Industrials ETF, and that will move things very quickly") and whether Wall Street is losing hope in the 'Trump put.' Disclaimer: Merryn's audio isn't great in this episode but we'll have it fixed by next week. The Johns sound excellent. See omnystudio.com/listener for privacy information.
Uncertainty is pushing down US stocks as investors continue to worry about an economic slowdown in the US on the back of concerns about a recession in the US. Bloomberg business columnist John Authers spoke to Morning Report.
To close out 2024, we welcome the acclaimed financial journalist, John Authers. With over 30 years of experience at the Financial Times and Bloomberg, John shares his expert insights on the year, including the resilience of the U.S. economy, the evolving battle against inflation, and the growing influence of geopolitics on markets. He reflects on the lessons learned in financial journalism, the opportunities in climate-focused investments, and the enduring importance of diversification.Thank you to our listeners for joining us throughout 2024, and we look forward to bringing you more conversations with fascinating guests in 2025. For more information about the topics covered in this episode, please visit www.waverton.co.uk. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton's advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
Deze week vergeleek Bloomberg-columnist John Authers de huidige Trump-rally op de beurs met de rally na de verkiezing van Herbert Hoover in 1928. Ook daar was een dergelijk optimisme te zien. Authers waarschuwt dat je natuurlijk nooit grafieken over elkaar mag leggen. Maar ik denk dat er zeker wat interessante vergelijkingen zijn te maken. Beide Republikeinen zagen dus een flinke aandelenrally na hun verkiezing. Bij die van Hoover liep dat nog flink door. Tien maanden later stond de S&P-index maar liefst 43% hoger. Daarna kwam echter de grote beurscrash en verdween deze koerswinst als sneeuw voor de zon. Hoover was qua persoonlijkheid overigens het spiegelbeeld van Trump. Hoover, die opgroeide in de christelijke Quaker-gemeenschap, vond dat hij op een gegeven moment genoeg geld had verdiend en zich daarom kon inzetten voor de maatschappij. Een nobel streven. Bij Trump ligt dat iets anders. Hoover moedigde de Amerikaanse bevolking aan om te participeren in de economische groei van het land. Hij adviseerde dan ook om iedere maand wat aandelen te kopen. Dat was destijds al een goed idee en heeft ook altijd gewerkt. Alleen moest je vanaf het moment dat Hoover dit advies gaf, wel erg veel zitvlees hebben. Pas eind 1943 leverde deze veilige beleggingsstrategie eindelijk wat geld op. In de jaren ‘30 was de werkloosheid en de armoede zo hoog opgelopen dat de mensen al blij waren dat ze te eten hadden, laat staan dat ze geld over hadden om te beleggen. Hoover was ook een groot voorstander van laisser-faire, ofwel: laat de economie maar op zijn beloop gaan. Als er een bank failliet gaat, dan is dat maar zo. In de loop van de tijd hebben we geleerd dat dit geen goed idee is. Trump is ook van de vrije markt. Velen zijn het alweer vergeten, maar weet u nog dat Trump tijdens zijn eerste termijn de regels voor kleinere regionale banken had versoepeld? Het was de belangrijkste oorzaak van de bankencrisis begin 2023. Het kordate optreden van de Fed heeft erger voorkomen. Hoover vond het ook een goed idee om de Amerikaanse industrie te beschermen. De tarieven op geïmporteerde goederen werden flink opgeschroefd. Achteraf concludeerden economen dat dit de Grote Depressie groot maakte. En nu denkt ook Trump dat dit een goed idee is. Volgens een bekend gezegde herhaalt de geschiedenis zich niet, maar rijmt zij wel. Dus laten we er dan ook lessen uittrekken. Dat koersen veel verder kunnen oplopen dan je van tevoren ooit voor mogelijk had gehouden. Dat minder regelgeving ook meer risico betekent, en dus een grotere kans op ongelukken. En dat het opwerpen van handelsbarrières en importtarieven geen goed idee is. Het is te hopen dat president Biden bij zijn vertrek wat geschiedenisboekjes laat slingeren in het Oval Office. Over de column van Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD.See omnystudio.com/listener for privacy information.
Deze week vergeleek Bloomberg-columnist John Authers de huidige Trump-rally op de beurs met de rally na de verkiezing van Herbert Hoover in 1928. Ook daar was een dergelijk optimisme te zien. Authers waarschuwt dat je natuurlijk nooit grafieken over elkaar mag leggen. Maar ik denk dat er zeker wat interessante vergelijkingen zijn te maken. Beide Republikeinen zagen dus een flinke aandelenrally na hun verkiezing. Bij die van Hoover liep dat nog flink door. Tien maanden later stond de S&P-index maar liefst 43% hoger. Daarna kwam echter de grote beurscrash en verdween deze koerswinst als sneeuw voor de zon.
With the US presidential election just over a week away, most major polls, including the latest Bloomberg/Morning Consult poll, show Vice President Harris and former President Trump in a dead heat. But Wall Street seems increasingly convinced Trump is going to win. And that is manifesting in what's come to be called “The Trump Trade.”Today on the Big Take podcast, Bloomberg Opinion's John Authers sits down with host David Gura to break down what the trade is, and what it reveals about how Wall Street sees this election and the future of the economy. Read more: Prediction Markets Reflect That the Clock Favors TrumpSee omnystudio.com/listener for privacy information.
On today's episode, Alexandra's finest, Finn Butcher, has won New Zealand third gold medal of the Paris Olympic Games, dominating the final of the kayak cross, we get the latest from Nathan Rarere in Paris, Prime Minister Christopher Luxon discusses the repeal of section 7AA of the Oranga Tamariki act, stocks around the world are tumbling as concerns about a US economic slowdown sent shockwaves of fear through global markets, we get the latest from New York with business columnist John Authers, and 24 year old artist Ella Jones has won the 2024 Parkin Drawing Prize.
On Wall Street, the S&P 500 had its worst day in nearly two years and the Dow Jones Industrial Average shed over 1,000 points. Shares on Japan's Nikkei Index fell by over 12% — their worst showing since Black Monday in 1987. Cryptocurrencies dropped, bond yields rose and the VIX, known as the fear index, saw its biggest one-day spike in more than 30 years. Is the Fed to blame? AI over-exuberance? Warren Buffett? On today's episode, Bloomberg columnist John Authers walks host David Gura through the global market meltdown: what triggered it, how long it could last, and when to panic. Read more: $6.4 Trillion Stock Wipeout Has Traders Fearing ‘Great Unwind' Is Just StartingFurther listening: Why the Market's Big Tailwinds Are Coming to an EndSee omnystudio.com/listener for privacy information.
Send us a Text Message.Demetri Kofinas came up with the term Financial Nihilism in 2019, describing it as a philosophy that treats the objects of speculation as though they are all intrinsically worthless. Financial nihilism according to Demetri represents an ideological standpoint that questions the value and legitimacy of financial systems, markets, and even the concept of money itself. It doesn't involve a simple disregard for fundamental reality but a contempt for all fundamentals. The point of view is that the entire system is a scam, and you should thus only view financial markets and prices as a casino.The rise of meme stocks like GameStop and cryptocurrencies are symptoms of this point of view, where pumping financial products in a zero-sum game has become a style of investing for many of millennials who view it as a way to get rich in an essentially meaningless world.John Authers argued in Bloomberg that, the latest bout of speculation, and especially the extraordinary excitement at GameStop, unlike prior bubbles has a different emotional driver: anger. In today's video Patrick explores what got us here and how might this idea affect society.Demetri Kofinas - Hidden Forces link: https://hiddenforces.io/podcasts/Patrick's Books:Statistics For The Trading Floor: https://amzn.to/3eerLA0Derivatives For The Trading Floor: https://amzn.to/3cjsyPFCorporate Finance: https://amzn.to/3fn3rvCPatreon Page: https://www.patreon.com/PatrickBoyleOnFinanceBuy Me a Coffee: https://buymeacoffee.com/patrickboyleVisit our website: www.onfinance.orgFollow Patrick on Twitter Here: https://twitter.com/PatrickEBoylePatrick Boyle on YouTube Support the Show.
Ben Page, chief executive of market research company Ipsos, joins Voternomics this week to outline what he's discovered about voters and what they think about their politicians, governments and economies. He tells Stephanie Flanders and Allegra Stratton that trust in politics is the “lowest we've ever measured.” Also on this episode, Flanders, Stratton and Adrian Wooldridge ask Bloomberg Opinion columnist John Authers whether—given the question of when the Federal Reserve will cut interest rates between now and the election—the central bank can remain above the political fray.See omnystudio.com/listener for privacy information.
Jim Reid, Deutsche Bank's global head of economics and thematic research, joins to explain why he thinks a US downturn may still be on the way. He also thinks the US stock market is nearly the most concentrated it's ever been, and that's not good. The top five stocks in the market make up almost a quarter of the market cap of the S&P 500, and combined with the next two, the “Magnificent 7” stocks are bigger than the Chinese market and four times the size of the UK market. Plus, Bloomberg Opinion columnist John Authers joins to debrief on Jim's comments and tell us why he thinks Japan has reached a point of no return. See omnystudio.com/listener for privacy information.
Keir Starmer has fired the starting gun on Labour's general election campaign, with a speech in Bristol. Keeping the bond market on side will be key for both parties if they want to avoid the same fate as Liz Truss. Our reporter Ellen Milligan breaks down the Labour leader's speech, and we discuss what markets want to see from UK politics with Netwealth's Gerard Lyons, formerly an external adviser to Truss. And we get the view of Bloomberg Opinion columnist John Authers. See omnystudio.com/listener for privacy information.
Today's guest has performed with Pavarotti, but in his day job he is a financial commentator and author, who spent 29 years at the Financial Times, including as Global Head of the Lex Column, before moving to Bloomberg as Senior Markets Editor. He is responsible for ‘Points of Return', the highly regarded and followed commentary, and has the unusual appeal of a career spanning geographies, asset classes and employers. John recaps on his investing lessons from years of writing ‘The Long View' at the FT, Lex, and being a correspondent across industries. He highlights some key investing takeaways, including diversification, fee minimisation, patience and avoiding home country bias. He also discusses the evolution of the 60/40 portfolio, lessons from Swensen, and reflects on his doubts about some of the private assets euphoria. In addition, John explains how he and his team approach the topics they want to research and cover, how he prioritises the news which matters, assessing mistakes, and staying relevant in a fast-evolving industry. Finally, he also covers corporate culture, whether the City of London is losing out to New York, and reflects on lessons from one or two of the great investors. The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches and LiveTrade. Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Watch on YouTube Subscribe to the John's Bloomberg newsletter here (Points of Return) Inbox not quite full enough? Subscribe to our newsletter here!
Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed's next move. Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins to give us an outlook for equities in the UK and Europe and breaks down UK stagnation and uncertainty. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss bond market moves amid inflation data and the recent jobs report. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to break down the Fed's next move after the June CPI reading. Greg Friedman, CEO of Peachtree Group, discusses commercial real estate. John Authers, Senior Editor with Bloomberg Opinion, joins to talk about the June CPI and outlook for the Fed and the economy. Selma Hepp, Chief Economist at CoreLogic, joins to discuss the latest CoreLogic Home Price Index and MBA Mortgage applications. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.
In this exclusive John Authers interview with Michael Gayed of Lead-Lag Live, we dive deep into the heart of the ongoing Peak Passive Debate. As experts in the financial world, John Authers and Michael Gayed provide valuable insights and analysis on various aspects of this hotly contested topic. This podcast is a must-listen for anyone interested in understanding the critical factors and potential consequences of the Peak Passive Debate.Throughout the discussion, John Authers and Michael Gayed address a variety of issues and concerns, touching on topics such as the rise of passive investing, its impact on the market, and potential risks and challenges. With their extensive knowledge and expertise in the financial industry, they are well-equipped to unravel the complexities surrounding the Peak Passive Debate.Moreover, this John Authers interview with Michael Gayed of Lead-Lag Live will explore the future of passive investing, as well as its implications for individual investors and the broader market. By sharing their thoughts and predictions, Authers and Gayed seek to provide a better understanding of the direction that this trend is heading and prepare viewers for what may lie ahead.In addition to the in-depth analysis of the Peak Passive Debate, the interview will also feature valuable insights from these financial gurus on related topics, such as the role of active management, the benefits of diversification, and strategies to navigate the current market conditions.Don't miss this opportunity to learn from two renowned financial experts as they dissect the Peak Passive Debate and its implications for the world of investing. Make sure to like, share, and subscribe for more insightful content from Lead-Lag Live. Join this channel to get access to perks:https://www.youtube.com/channel/UCInl2wu4m5EjpgZP7kosVUg/joinDon't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreportCheck out Lead-Lag Live on all your favorite podcast platforms.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Morgan Stanley CEO James Gorman stepping down within the next 12 months. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, and Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg News, also joins to discuss debt and the incoming credit crunch. Laura Modi, CEO at Bobbie, talks about baby formula prices and the continued crisis. Monica Defend, Head of Amundi Institute, joins to discuss the outlook for Euro economies if the US enters a recession due to the debt ceiling dilemma. Billy House, Congressional reporter with Bloomberg News, and markets correspondent Abigail Doolittle also join to talk about debt ceiling breakdowns and the market reaction, as does Bloomberg Intelligence Chief US Interest Rates Strategist Ira Jersey. John Authers with Bloomberg Opinion also gives his perspective. Andres Fajardo, CEO at Clever Leaves, discusses cannabis investments and outlook for the cannabis market. Hosted by Paul Sweeney, Sonali Basak, and John Tucker.See omnystudio.com/listener for privacy information.
Mahesh Bhimalingam, Chief European Credit Strategist with Bloomberg Intelligence, and Amelia Pollard, reporter with Bloomberg News, discuss the effects of the credit crunch in the US and Europe. Nick Stadtmiller, Head of Product for Medley Global Advisors, joins the program to discuss emerging markets and how it's currently and will be impacted by the election in Turkey. Jen Rie, Bloomberg Intelligence Senior Litigation Analyst, joins to discuss the Microsoft-Activision deal getting EU approval. Talon Custer, Equity Research Analyst with Bloomberg Intelligence, joins to discuss the Oneok deal. Jacob Lorinc, North American Mining reporter with Bloomberg News, joins to discuss the Newmont deal. John Authers, columnist with Bloomberg Opinion, joins the program to discuss his column “Dollar's Bounce May Slam Into Debt Ceiling.” Jennifer Lee, Managing Director and Senior Economist at BMO Capital Markets, joins us from Washington for the latest on central bank activity across the globe and outlook for a hard landing in the US. Jan Szilagyi, CEO and founder of Toggle AI, joins to discuss artificial intelligence and how the tech can be utilized. Hosted by Kriti Gupta, Sonali Basak, and Jennifer Ryan.See omnystudio.com/listener for privacy information.
John Murphy, Pharmaceutical Analyst with Bloomberg Intelligence, joins to discuss the Merck-Prometheus Biosciences deal. Austin Graff, founder and CIO at Opal Capital, joins to discuss segments he likes and defensive positioning amid recent inflation data readings. Ashley Still, SVP and Creative and Digital Media lead at Adobe, discuss the company's push towards AI technology and how it's looking to compete with tech giants like Microsoft and Apple. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, and Bloomberg Intelligence Equity Research Analyst Neil Sipes join for an in-studio roundtable to discuss M&T earnings and Charles Schwab earnings. Jenny Surane, finance reporter with Bloomberg News, joins the program to discuss the Big Take piece on Hamptons loans that led First Republic to its demise. Bloomberg Opinion columnist John Authers joins to discuss his column “The Pig Still Hasn't Exited the Python,” and other Euro-related news, including French pension tensions, and ECB talking about the US debt ceiling. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
Tim O'Brien, Senior Executive Editor with Bloomberg Opinion, joins to break down the indictment of former President Donald Trump. Annmarie Hordern, Washington correspondent with Bloomberg TV, and Bloomberg Law host June Grasso join to discuss the political and legal implications of the Trump indictment. Michael Zeldin, Former Federal Prosecutor & Former Special Counsel to Robert Mueller when he worked at DOJ, joins to discuss the legal outlook for the Trump indictment. Director of the Center for American Politics and Policy for Brown University, Professor Wendy Schiller, also joins to discuss the outlook for Trump's re-election and the political landscape now that a former US president has been indicted. John Authers, columnist with Bloomberg Opinion, discusses today's PCE data, outlook for rates and inflation, and today's column on “Moneyball Investing.” Anna Han, VP and Equity Strategist at Wells Fargo, discusses markets and investing strategies and how markets are reacting/not reacting to an historic day in America. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Alison Williams, Senior Global Banks & Asset Managers Analyst, and Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, join to discuss banking turmoil in Europe and the US. Dr. Vania Stavrakena, professor of economics at London Business School, joins to discuss Credit Suisse, banking turmoil in Europe, and what it all means for European economies. Senior Tech Analyst for Bloomberg Intelligence Anurag Rana discusses Amazon layoffs. John Micklethwait, editor-in-chief with Bloomberg News, joins for a discussion on Credit Suisse and banking instability in Europe. Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins with Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, to discuss regional bank turmoil and a crisis of banking confidence in the US. Greg Parsons, CEO of Cavu Securities and former US Marine Infantry Officer, joins to talk representation of veterans on Wall Street, 20 years to the day of the US invasion of Iraq. John Authers, columnist with Bloomberg Opinion, joins to discuss the crisis of confidence in the banking industry. Hosted by Paul Sweeney, Kriti Gupta, and Molly Smith.See omnystudio.com/listener for privacy information.
The major bank Credit Suisse is being bought out by its major Swiss rival, UBS - in a deal aiming to head off more market-shaking turmoil in global banking. UBS will buy Credit Suisse for $3.25 billion dollars, more than NZ$5 billion. The Swiss central bank will backstop the deal with a US$108 billion credit line. The Swiss President Alain Berset says the assistance will last until the takeover is complete. The 167-year-old bank has been facing a crisis after shares fell sharply in recent days, following the collapse of America's Silicon Valley Bank, nine days ago. Bloomberg Business senior editor John Authers spoke to Corin Dann shortly before Swiss authorities confirmed the news.
Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about the turmoil equities are pricing in amid banking instability in the US and Europe. Dr. Vania Stavrakena, professor of economics at London Business School, joins to discuss banking turmoil in Europe, the ECB rate decision, and what it all means for European economies. Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss the potential sale of First Republic and regional bank chaos. Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, joins to talk bank balance sheets and credit. Marianne Scordel, founder at Bougeville Capital, joins to discuss what her clients are telling her about concerns over the European economy amid banking turmoil and Credit Suisse news. John Authers, columnist with Bloomberg Opinion, joins in studio to discuss banking turmoil. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins the program to discuss how oil and energy prices are being affected by banking turmoil. Hosted by Paul Sweeney, John Tucker and Kriti Gupta.See omnystudio.com/listener for privacy information.
Global stock markets have slumped overnight as concern about the health of the banking sector has resurfaced with the latest concerns centring on Swiss bank Credit Suisse Credit Suisse bank shares have fallen as much as 25 percent to a new record low for the second consecutive day. European markets are down more than 3 percent and Tuesday's gains on Wall Street have reversed. Bloomberg senior markets editor John Authers spoke to Corin Dann.
Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the broader economy. Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, joins to talk bank balance sheets and credit. Joe Weisenthal, host of “Odd Lots” podcast, joins to discuss Silicon Valley Bank and why he's calling it a bailout. Aoifinn Devitt, CEO at Moneta, joins the program to discuss the market reaction to the SVB collapse and government intervention. Dr. Richard Portes, Professor of Economics at London Business School, joins to discuss HSBC acquiring SVB's UK arm, what the fallout means for the UK economy, and gives his take on the SVB and Signature collapses. Mark Douglas, CEO at MNTN, joins to discuss his company's ties to SVB, outlook for the bank, and how he believes it will/won't affect other regionals. John Authers, columnist with Bloomberg Opinion, joins to discuss his column on renewed interest in a Fed pivot after the SVB bank run. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Opinion columnist John Authers reflects on the week in markets and looks at the Fed's rate hike path. He explains why the phrase "data dependent" carries more meaning than it might seem. Opinion's David Fickling describes the unintended consequences of Russia's war in Ukraine as it relates to energy. And columnist Shuli Ren previews China's National People's Congress.See omnystudio.com/listener for privacy information.
John Authers and Mark Cranfield pick apart the market reaction to Fed Chair Jerome Powell's post-FOMC news conference. They appraise the market's response to what it heard. Indian industrialist Gautam Adani found himself at the mercy of the market this week too. Shuli Ren explains Adani's predicament and what any permanent damage may mean for India's growth trajectory. See omnystudio.com/listener for privacy information.
How will rate hikes from the Federal Reserve play out in emerging markets? We get the view from Bloomberg Opinion columnist John Authers. Plus, Garfield Reynolds tells us why fighting the Bank of Japan could be a losing bet. And Justin Fox weighs in on the post-pandemic drinking binge that just won't end. Listen to the latest Bloomberg Opinion podcast for fresh takes on these and other stories in the news this week.See omnystudio.com/listener for privacy information.
Shuli Ren discusses returning home amid China's reopening and the devastating effects of zero-COVID. John Authers breaks down market risks, as they relate to inflation, the Fed, and DC gridlock. And Tim Culpan weighs Twitter's future.See omnystudio.com/listener for privacy information.
Jonathan Levin and John Authers join to discuss the Fed's response to the inflation outlook for 2023 and beyond: fairly unanimous until it's not. The market, too, a player in this game. David Fickling joins to discuss fusion, how it works (now that it does) and what's to be done with that “BFD”, in the phrasing for Energy Secretary Granholm.See omnystudio.com/listener for privacy information.
We start in the US this week with John Authers explaining the Roman calendar is only tangentially related to market moves. But it is responsible for the hefty load of predictions arriving right about now. Stephen Mihm explains why The Bahamas is good at keeping secrets. Then we move to Kazakhstan, a country other countries need to be on good terms with. And finally Shuli Ren explains how taxation works in China, as the country prepares for an era of "common prosperity" while attempting to recover from Covid and Covid Zero. See omnystudio.com/listener for privacy information.
Marcus Ashworth, Bloomberg Opinion columnist, joins the show to discuss Liz Truss' resignation. Ed Price, principal at Ergo, a global intelligence and analysis consultancy, non-resident senior fellow at NYU and former British trade official, joins the show to discuss Truss' resignation. John Authers, Opinion columnist with Bloomberg News, talks about Liz Truss' resignation and global markets. Stephen Carroll, discusses Liz Truss' resignation, its impact on the UK, and how it impacts England and Northern Ireland relations. Tim Craighead with Bloomberg Intelligence on how this is all affecting UK equities. John Micklethwait, Bloomberg News editor-in-chief, on Truss' resignation. Mick Mulroy, co-founder of the Lobo Institute, discusses the Ukraine war and geopolitical implications of Liz Truss' resignation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Market participants will be on the alert for signs President Xi Jinping's Covid-zero policy might be nearing the end of its shelf-life when Xi addresses the 20th National Congress of the CPC this weekend. The chip war between the US and China ramped up this week with more restrictions from the US on Chinese semiconductor companies. Another hot CPI reading whipsaws markets. And David Fickling discusses food insecurity. John Authers, Shuli Ren, Tim Culpan and David Fickling join.See omnystudio.com/listener for privacy information.
Bill English is a professor at Yale University, a former senior Fed staffer, and a veteran of the Bank for International Settlements. Bill joins Macro Musings to talk about his time at the Federal Reserve, recent Fed developments, and a paper he co-authored titled, “What If the Federal Reserve Books Losses Because of Its Quantitative Easing?” David and Bill also discuss the Fed's recent low-inflation mandate, the QE effectiveness debate, and why we should and shouldn't be concerned about Fed balance sheet losses. Transcript for the episode can be found here. Bill's Yale profile Bill's Federal Reserve profile David's Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings Click here for the latest Macro Musings episodes sent straight to your inbox! Related Links: *What if the Federal Reserve Books Losses Because of its Quantitative Easing?* by William English and Donald Kohn Macro Musings: *Donald Kohn on Fed Policy from the 1970s to Today* *Think of Powell as Volcker's Wannabe Second Coming* by John Authers
The British pound tumbled again overnight despite intervention by the Bank of England to restore "orderly market conditions". The central bank intervention came after a rare rebuke from the International Monetary Fund which warned that the UK government's plans for tax cuts are risky, and they could accelerate inflation, and increase inequality. Mohamed El-Erian is president of Queens' College Cambridge University and a former deputy director of the IMF. His report grade on the UK central bank's emergency response is far from an A. Bloomberg senior editor John Authers spoke to Corin Dann.
On this edition of Wall Street Week, Mona Mahajan, Edward Jones Senior Investment Strategist & John Authers, Bloomberg Senior Markets Editor wrap up another week in the markets. Steve Rattner, Willett Advisors Chairman & CEO discusses investor takeaways from the Inflation Reduction Act. Former US Treasury Secretary Lawrence H. Summers weighs in on the July payrolls report and what it means for the Fed. See omnystudio.com/listener for privacy information.
Young people unable to buy homes because of stratospheric price increases are cheering the downturn in some housing markets around the world. But they'd better be careful what they wish for: Frothy housing prices, empty office buildings and even a refusal to pay mortgages by many Chinese have the potential to turn a global economic slowdown into something much worse. In this season's final episode, we explore the confounding real estate market, where prices in many countries have reached unsustainable levels despite a global pandemic. First, reporter Maria Paula Mijares Torres relates the struggle many low- and middle-income Americans face following rent increases averaging 14% nationwide, with some places like Miami seeing a 41% spike. About 8.4 million people in the US are behind on rent payments, and with the end of many Covid-induced eviction moratoriums, advocates for the poor fear a surge of people will be made homeless. Bloomberg economist Niraj Shah crunches price-to-income and price-to-rent ratios to determine which housing markets are the frothiest. Topping his list are New Zealand, the Czech Republic, Hungary, Australia and Canada, with the US coming in seventh. While the subprime-fueled financial crisis is still fresh in some people's minds, better mortgage quality and the growth of fixed-rate mortgages means "there is some hope that we are not going to see the worst of this," Shah says. Stephanie talks global real estate risks with John Authers, Bloomberg Opinion columnist and author of "The Fearful Rise of Markets." The commercial real estate market is "probably the single greatest cause for concern," Authers says, particularly in New York. For developers there, a sharp increase in the supply of commercial real estate in recent years, a steep drop in occupancy rates and rising borrowing costs have created a very tricky situation. Meantime, he sees China navigating its way around a domestic property crisis without triggering a global financial crisis, though not without risks.See omnystudio.com/listener for privacy information.
There was an outstanding piece from John Authers this week arguing that the Age of Credibility for Central Banks Is over as Inflation blunders have destroyed the trust that's anchored the global financial system since the end of the gold standard. Certainly, in Australia, the RBA has been on shaky ground for many years, including … Continue reading "After Central Banks – What? [Podcast]"
John Authers, senior editor with Bloomberg Opinion, joins us to talk about the resignation of Boris Johnson. Masa Takeda, portfolio manager, Hennessy Japan Fund, discusses the Bank of Japan, the economic implications of Sunday's Japanese election, and the yen. Ed Ludlow, west coast correspondent for Bloomberg News, updates us from Sun Valley, Idaho about all things business and tech. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses yesterday's Fed minutes, interest rates, and the possibility of stagflation and a recession in the US. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
Show Notes1. Blog post from Jeff Hirsch -https://jeffhirsch.tumblr.com/post/686348118572351488/remember-junes-midterm-weakness2. Tweet by Jeroen Blokland -https://twitter.com/jsblokland/status/15323706192993402883. Article in CNBC -https://www.cnbc.com/2022/06/08/mortgage-demand-falls-to-the-lowest-level-in-22-years.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail4. Tweet by John Authers -https://twitter.com/johnauthers/status/1535270669872668674?s=20&t=vPooiorhTeKR-js9LF5BFg5. Article in Investment News by Mary Beth Franklin -https://www.investmentnews.com/social-security-report-projects-trust-fund-exhaustion-in-2035-222279Social Media: Facebook/Linkedin: @JessupWealthManagementTwitter/Instagram: @JessupWealth
The US stockmarket has been unable to rebound today after yesterday's drubbing. The losses come as expectations grow for the US Federal Reserve to hike rates more than initially anticipated. Bloomberg senior markets editor John Authers spoke to Corin Dann.
US Markets are taking another big hit with the Dow shedding 11 hundred points or 3-point-6 percent. That's the biggest biggest decline since October 2020. John Authers is the senior editor for markets at Bloomberg Business.
US Markets are taking another big hit with the Dow shedding 1100 points or 3.6 percent. That's the biggest biggest decline since October 2020. John Authers is the senior editor for markets at Bloomberg Business.
Omar Aguilar, CEO and CIO of Schwab Asset Management, talks about investment strategies and markets in 2022. Matt Fassler, Chief Strategy Officer at XPO Logistics (NYSE: XPO), talks about deliveries, supply chain, gas prices, and the company's performance in Q1. Jasen Turnbull, F-150 Lightning Marketing Manager for Ford, discusses the all-electric F-150 pickup and the EV movement. John Authers, Senior Editor with Bloomberg Opinion, discusses his column on the likeliness of the Fed engineering a soft landing. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Anders Persson, CIO of Global Fixed Income at Nuveen, talks about markets and the Fed. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses stocks that performed well in 2020 during the pandemic but are now facing challenges. John Authers, Senior Editor with Bloomberg Opinion, discusses his column on the likeliness of the Fed engineering a soft landing. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.
Loreen Gilbert, CEO of WealthWise, discusses how markets are reacting to rising interest rates and the war in Ukraine. Damian Sassower, Chief EM Fixed Income Strategist with Bloomberg Intelligence, talks about the risks of a Beijing lockdown and the Chinese and Russian economies. Kristine Aquino, Team Leader of FX/Rates/Emerging Markets at Bloomberg News, discusses the latest on currency moves. John Authers, Senior Editor with Bloomberg Opinion, discusses global economies, currencies, and markets. Hosted by Kriti Gupta and Sonali Basak. See omnystudio.com/listener for privacy information.
Russia has accused the US of waging an economic war and sowing mayhem through energy markets. The US announced a complete ban on Russian oil and gas, with the EU and the UK also weaning off Russian products over a transition period. Russia is also a big exporter of grains - and experts say the conflict could have a ripple effect on the global food supply. John Authers, a senior editor at Bloomberg Business and spoke to Corin Dann.
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