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John Authers, the FT’s investment editor, writes a weekly column examining the long term market trends that affect investors globally.
Read this week’s column and an archive of previous columns below. - -
Long View: We are now looking at a truly global slowdown
US dollar stands to benefit from a true global recession, by acting as a safe heaven, writes John Authers
Long View: Europe’s woes put paid to decoupling thesis
While the Fed’s medicine seems to have kept economic activity going, it has sideswiped Europe
Long view: Strategic short-sellers not the root of all evil
If the rally was not caused by short-sellers struggling to buy back stock, it is hard to see what did cause it
Long View: This train crash’s final impact is still awaited
It takes time for bankers to understand what has hit them and then to adjust their behaviour
Banking on the Games may be an Olympic error
The stakes are high. For the rest of the world, China, no longer the US, is the consumer of last resort
Long view: Jim Cramer’s TV outburst that will last for ages
John Authers on Jim Cramer’s televised rant about fixed income markets exactly a year ago
New US president inherits a sea change in policy
Traders are reacting to the kind of shift which in the public mind only comes with important elections
Long View: Difficulties in identifying breed of bear markets
It looks very much as though the world has to see through the final effects of the credit squeeze before hitting bottom
Speculators and commodity prices
Prices are being driven by fundamental factors rather than investment flows, says Javier Blas
Long View: FTSE’s two faces provide mirror for global themes
What makes the FTSE 100 stand out is that its current construction gives great weight to today’s pre-eminent themes, wrtites Jamie Chisholm
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