Subscribe: FT.com - Your money, The long view
http://www.ft.com/rss/yourmoney/thelongview
Preview: FT.com - Your money, The long view

John Authers | The Long View - Financial Times



A weekly column that examines the long-term market trends that affect investors globally



Published: Fri, 28 Apr 2017 23:42:53 GMT

Last Build Date: Mon, 01 May 2017 00:39:07 GMT

Copyright: © Copyright The Financial Times Ltd 2017. "FT" and "Financial Times" are trademarks of the Financial Times. See http://www.ft.com/servicestools/help/terms#legal1 for the terms and conditions of reuse.
 



Authers’ Note: 100 down, 1,361 to go

Fri, 28 Apr 2017 23:42:53 GMT

Saturday will finally complete Donald Trump’s 100th day in office



Mr Market learning to tell Trump’s bark from his bite

Fri, 28 Apr 2017 16:25:14 GMT

Optimism is dwindling but the belief remains the president will not harm progress



Investors sanguine after 100 days of Trump

Fri, 28 Apr 2017 15:52:28 GMT

Low interest rates and rising earnings have pushed down the fear gauge



Authers’ Note: Big calm

Fri, 28 Apr 2017 06:18:05 GMT

Vix index hits its lowest level since 2014, and its second lowest this decade



Market reaction to Trump’s first 100 days — in charts

Fri, 28 Apr 2017 04:00:51 GMT

Timeline of the ‘Trump trade’ and market-moving events



Authers’ Note: Seriously, not literally

Thu, 27 Apr 2017 01:23:36 GMT

The FT’s new daily newsletter on the world of investment



Wall Street’s optimism faces earnings test

Wed, 26 Apr 2017 17:14:12 GMT

Return of confidence is palpable and focused in cyclical sectors



Authers’ Note: Monster performance

Wed, 26 Apr 2017 01:05:36 GMT

Soft drinks maker is the biggest winner on the Nasdaq Composite



Authers Note: M. Macron and Mr Market

Tue, 25 Apr 2017 00:30:28 GMT

Now we know how markets respond when they hear political news that they like



Authers Note: mightier than Le Pen

Mon, 24 Apr 2017 07:26:57 GMT

Strong euro could help a budding rotation into European stocks



Adaptive Markets, by Andrew Lo

Mon, 24 Apr 2017 04:05:16 GMT

A remarkable new paradigm puts human instinct at the heart of market behaviour



Reflation trade doubts look overdone

Fri, 21 Apr 2017 09:26:17 GMT

Why value stocks look good even when inflation expectations falter



Authers’ Note: Reflation On or Off?

Fri, 21 Apr 2017 00:20:10 GMT

The FT’s daily newsletter on the world of investment



Authers’ Note: UK politics and market timing

Wed, 19 Apr 2017 21:43:00 GMT

Consumer confidence is a great leading indicator of confidence in a government



Why UK’s snap election calls for a cool head

Wed, 19 Apr 2017 07:19:39 GMT

PM’s decision reduces some uncertainty, but be wary of rushed conclusions



Authers’ Note: A week is a long time . . . 

Mon, 17 Apr 2017 20:26:21 GMT

The FT’s daily newsletter on the world of investment



Active managers can add value but price still too high

Mon, 17 Apr 2017 16:30:33 GMT

Clever handling of big market moments can help outpace passive investment rivals



A new regulatory model is needed for banks

Thu, 13 Apr 2017 04:00:17 GMT

Remedies to prevent repeat of 2008 financial crisis have not been seen to be applied



The four big financial questions for Passover

Fri, 07 Apr 2017 04:01:29 GMT

Low market volatility and slumbering bond yields lead the list



Authers’ Note: News in brief

Fri, 07 Apr 2017 02:38:36 GMT

Traffic jams, airport departure lounges and planes



Authers’ Note: Car Wash

Wed, 05 Apr 2017 22:01:43 GMT

Can an unpopular government pass the huge reform agenda Brazil needs?



Authers’ Note: signals from Brazil

Wed, 05 Apr 2017 16:14:10 GMT

Finance minister Henrique Meirelles is upbeat about reforms to the country’s economy



Brazil’s pension reform a crucial signal for investors

Wed, 05 Apr 2017 14:26:11 GMT

Binary outcome looms for country’s markets and their strong gains over past year



Buenos Aires wants investors to put past behind it

Tue, 04 Apr 2017 06:05:32 GMT

Macri argues that weakened finance sector offers scope for growth



Authers’ Note: Contagious Fla-Flu

Tue, 04 Apr 2017 02:31:05 GMT

Sadly, Brazil is almost certainly not as good an investment as many appear to think



Authers’ Note: Inverse Trump quarter

Fri, 31 Mar 2017 23:19:55 GMT

The "Trump Trade" reversed yet markets enjoyed their best quarter since 2013



Investors walk back from the edge on China, but big risks remain

Fri, 31 Mar 2017 15:55:42 GMT

Recent data has buoyed markets, but the debate between Chinese bulls and bears rages



Authers’ Note: Wishful thinking

Fri, 31 Mar 2017 02:26:42 GMT

The FT’s daily newsletter on the world of investment



Authers’ Note: Yes, Brexit meant Brexit

Wed, 29 Mar 2017 22:03:39 GMT

A huge day in UK history could prove to be just as significant for financial services



What risks for UK assets after Article 50 trigger?

Wed, 29 Mar 2017 07:04:35 GMT

Although domestic stocks and the pound have factored in a tough deal there appears little upside



Authers’ Note: See EU later?

Wed, 29 Mar 2017 00:11:47 GMT

The FT’s daily newsletter on the world of investment



Authers’ Note: don’t let it fade

Mon, 27 Mar 2017 23:16:54 GMT

The Trump trade has not reversed but there are plenty of reasons for anxiety



Authers’ Note: Vox Populi

Sat, 25 Mar 2017 03:09:06 GMT

A dread of ‘populism’ is taking a belated hold on animal spirits



Global reflation trade is in need of fresh impetus

Fri, 24 Mar 2017 10:56:29 GMT

Slide in inflation expectations signals investors need a further lift from economic data



Authers’ Note: Trumping Reflation

Thu, 23 Mar 2017 23:07:18 GMT

A bet on faster global growth is subject to nervous reassessment



Authers’ Note: Capital Performance

Thu, 23 Mar 2017 00:22:58 GMT

The FT’s new daily newsletter on the world of investment



Sell-off is not alarming but does point to doubts

Wed, 22 Mar 2017 08:36:22 GMT

Improving Europe sentiment is part of the explanation for market fall in US



Authers’ Note: MEGA — Make Europe Great Again

Tue, 21 Mar 2017 23:46:33 GMT

The Trump trade is coming in for its biggest reassessment to date



Authers’ Note: Follow the money

Tue, 21 Mar 2017 01:34:06 GMT

Evidence is building that the bull cycle is entering a final phase



Authers’ Note: The Populists are Coming!

Fri, 17 Mar 2017 23:17:58 GMT

The FT’s daily newsletter on the world of investment