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John Authers took over as investment editor of the Financial Times in September 2006. He writes the daily Short View column, the Long View column, which appears every Saturday, and the Last Word column for FT Fund Management, which appears monthly.
He joined the FT in 1990. In previous posts, he has been US markets editor, US banking correspondent, and Mexico City bureau chief. He is currently based in New York. His publications include The Victim’s Fortune - Inside the Epic Battle Over the Debts of the Holocaust, co-authored by Richard Wolffe and published by HarperCollins in 2002. He holds a degree in Philosophy, Politics and Economics from University College, Oxford, and an MBA from Columbia Business School. - -
OK, I called the rally wrong - and here's why
I did not believe US banks could muddle through and did not imagine China could rebound as strong as ever, writes John Authers
Short View: GDP grows, but pain remains
US GDP numbers were a good enough reason to halt the return of risk aversion, but the key to whether risk appetite can return depends on US employment data, writes John Authers
Short View: Synchronised markets
Judging whether this week’s retreat in world markets is merely a necessary breather or a decisive reversal of the rally trend is tricky, writes John Authers
Short View: A decoupled world
Asian economies are already at the point where overheating is the main danger, while US consumers, for all the money thrown at them, are still not feeling any better, writes John Authers
Short View: Amazon is ba-ack
Buying an overhyped bubble stock at its peak can make sense – if you pick a winner, can withstand a paper loss of 95 per cent and can bear to wait a decade, writes John Authers
Question of maturity in developing economies
The authorities in the emerging world have shown that they can survive a crisis, but they are uneasy at money pouring in, writes John Authers
Short View: Chinese growth
China’s currency regime has aided fantastic growth, but makes it far harder for exporters to sell to China, writes John Authers
Short View: A government-aided rally
This bull market may last until forex markets force politicians to end it, writes John Authers
Short View: Brazil boosts the dollar
A world in which successful countries such as Brazil feel the need for capital controls is not a safe world for the bold ‘reflation’ trade that has led the market this year, writes John Authers
Short View: Fund manager nirvana
At some point in the near future, this market will need a drastic correction, writes John Authers. Will the money that has entered the market in the past few months be smart enough to get out in time?
