John Auther News Today

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

John Authers and Mohamed El-Erian on What Comes After Reflation Apr 21 2021, 2:06 AM April 21 2021, 12:46 AM April 21 2021, 2:06 AM (Bloomberg) -- Here’s a complete transcript of the live blog event “What Comes After Reflation: Q&A With El-Erian & Authers.” The blog entries are in the order they were originally posted. (Bloomberg) -- Here’s a complete transcript of the live blog event “What Comes After Reflation: Q&A With El-Erian & Authers.” The blog entries are i...

After too many years in financial markets I’ve realised its themes and narratives, rather than the actions of central bankers, or the ebb and flow of interest rates, that dominate the sentiment that drives markets. I can talk all day about how the Fed distorting interest rates by a few basis points will have enormous consequences on the relative value of stocks versus bonds, or fuel a junk bond feeding frenzy, but all it takes is one clever analyst to proclaim a “disruptive” new concept. ...