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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. - -
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
Long View: Oil, dollar traders feed each other crude lines
Technical analysts would say that the volatility is a symptom of a bubble that is about to burst
Long View: For good or ill, banks’ fate tied to wider market
There are sound reasons for the banking sell-off. The ray of hope is it is beginning to look overdone
Long View: Investors should look to lady luck to provide
The big picture is that we should expect much more pain before stocks resume a forward march, writes John Authers
Long View: Fall in US house prices heralds problems for all
The percentage of equity in US homes has fallen below 50 per cent for the first time since 1945
Long View: Classic films shed light on commodities boom
The commodity boom is both a farce in the US markets and a tragedy for the poor trying to work the land
Long View: When it’s time to ask for whom the bell curve tolls
Quantifying risks can be useful, provided they do not take the place of common sense, or imagination, says John Authers
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