John Authers

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John Authers, mentioned 11 times across podcast episodes and expert conversations analyzed by Sonic.

What John Authers has said

Any potential challenger to UK Labour leader Keir Starmer is expected to pursue more lenient fiscal policies involving increased spending, which is viewed negatively by the gilts market.

bearish·John Authors

The United States' public debt as a share of GDP has increased from approximately 60% twenty years ago to 120% currently.

bearish·John Authors

Political instability in the United Kingdom is a significant concern for bond markets due to the country's underlying fiscal problems.

bearish·John Authors

Any potential challenger to UK Labour leader Keir Starmer is expected to pursue more lenient fiscal policies involving increased spending, which is viewed negatively by the gilts market.

Expert perspectiveJohn AuthorsJun 19

The United States' public debt as a share of GDP has increased from approximately 60% twenty years ago to 120% currently.

Expert perspectiveJohn AuthorsJun 19

Political instability in the United Kingdom is a significant concern for bond markets due to the country's underlying fiscal problems.

Expert perspectiveJohn AuthorsJun 19

Yields on UK government bonds (gilts) are currently higher than the peak levels reached during the administration of former Prime Minister Liz Truss.

Expert perspectiveJohn AuthorsJun 19

Brent crude oil prices for December delivery have risen above $90 per barrel.

Official sourceJohn AuthorsMay 26

The recent surge in global bond yields is driven by uniform concerns among investors about government fiscal space and future inflation.

Expert perspectiveJohn AuthorsMay 26

The Japanese yen-Mexican peso carry trade has generated a higher total return in the current decade than the S&P 500.

Expert perspectiveJohn AuthorsMay 26

The valuation gap between the equity earnings yield and the 10-year Treasury yield, which favors holding bonds over stocks, is at its widest level since 2002.

Expert perspectiveJohn AuthorsMay 26

Strong earnings from companies building out AI infrastructure, particularly in the semiconductor sector, are providing a fundamental reason for stock market optimism.

Expert perspectiveJohn AuthorsMay 26

The recent trigger for the bond market sell-off was the failure of China to pressure Iran to reopen the Strait of Hormuz.

SpeculativeJohn AuthorsMay 26

Market expectations for several Federal Reserve rate cuts this year have evaporated, and it is now highly unlikely any will occur.

Expert perspectiveJohn AuthorsMay 26

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