John Authers

John Authers

@johnauthers Senior Investment Columnist
Financial Times
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Bio
John Authers, Senior Investment Columnist, Financial Times, writer of the Long View column on investment. Views my own, not the FT's. RTs not endorsements,
http://www.ft.com/comment/columnists/johnauthers
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Stream

Stress, as in AAA spreads, is rising, points to US slowdown (not yet recession). My video w Wainwright's David Ranson: http://t.co/mAhoP6f2

The depreciating dollar

May 24, 2012 - video.ft.com
© The Financial Times Ltd 2011 FT and 'Financial Times' are trademarks of The Financial Times Ltd. For syndication rights please call +44 (0)20 7873 4001. Continue reading →
We at the FT have just called the end of the cult of the equity. Let's hope not to turn into contrarian indicators: http://t.co/Tivtnyer
Long S&P-Short FTSE-Eurofirst trade now at its highest since Sept 2001. Money has nowhere to go but US.
European disintegration is already with us. Gillian Tett tells me about the balkanisation of EU banks in latest video: http://t.co/VH3UG16I

European disintegration

May 23, 2012 - video.ft.com
© The Financial Times Ltd 2011 FT and 'Financial Times' are trademarks of The Financial Times Ltd. For syndication rights please call +44 (0)20 7873 4001. Continue reading →
Wine MIGHT rise in € breakup, at least at first: RT@sgh_cheung:'If #Euro collapses investors will move into #wine.' http://t.co/kJyyRWv0 '

If Euro collapses investors will move into wine

May 23, 2012 - harpers.co.uk
If the Eurozone collapses, there will be a move into wine from investors, but it will be short-lived - that's according to the Financial Times' investment columnist John Authers. Speaking at the London International Wine Fair's opening conference, Authers warned that as an asset wine's performance would be playing on growth in China or on global inequality. "It puts a great deal of faith in China to pull through," he added. Given current pressures on the Eurozone, Authers summarised that while a "Grexit [Greek exit from the Euro] would be bad, a total break-up would be an economic disaster for the entire eurozone". He predicted that a fall in output across the Eurozone of between 11 and 15%, "worse than anything seen since they 1930s". ... Continue reading →
It's not time for "risk on" until Spain's bank mess is sorted out. Could be a while. My video w Rabobank's Jane Foley:http://t.co/mfAqbucj

Pain in Spain won't go away

May 22, 2012 - video.ft.com
© The Financial Times Ltd 2011 FT and 'Financial Times' are trademarks of The Financial Times Ltd. For syndication rights please call +44 (0)20 7873 4001. Continue reading →
...and as for false correlations: that was also the day Brian Clough took over as manager of Nottingham Forest.
Buying opp trivia: Tony Benn was mentioned in 3 different FT front page stories the day the great '75 FTSE bull market started....
The eurozone may produce a buying opportunity, but not yet. Latest Long View: http://t.co/KDWHX6VK
Trivia: Bull market in treasuries started 30 Sept 1981 - the day the Senate voted to raise the debt limit above $1trillion for first time.
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