Points of Return

John Authers shares most vital opinions on business, finance, economics and more

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July 31

Points of Return

5 months ago

Trump crypto plan could end Bitcoin's anarchic vision

Points of Return Bitcoin: Trump’s endorsement seems to have helped the price. But just remember that a government stake opens it up to government interferenc ...

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July 30

Points of Return

5 months ago

When will the Fed finally start down the mountain?

Points of Return Developed-market central banks are cutting rates; they’re no longer behind EM. Global rate expectations have shifted accordingly — there’s m ...

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July 29

Points of Return

5 months ago

Pro wrestling's bad-guy scenario leg-drops markets

Points of Return Donald Trump executed what wrestlers call a heel turn this month. That helped turn around markets; but so did tech earnings, lower inflation ...

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July 25

Points of Return

5 months ago

Rate cuts can't come too soon for US consumers

Points of Return The Magnificent Seven endure a 10% correction. The yield curve is closest to disinverting in two years. Both have something to do with Donal ...

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July 24

Points of Return

5 months ago

Don't dismiss the Magnificent Seven's correction — or ignore it

Points of Return The big rotation out of the Magnificent Seven stocks is best regarded as a healthy correction. But the market’s narrowness continues to be a ...

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July 23

Points of Return

5 months ago

China rate cut steals Plenum's muffled thunder

Points of Return China's rate cut is a surprise but not a game changer. The country is unlikely to regain international investors’ confidence until the US el ...

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July 22

Points of Return

5 months ago

Aging is a far bigger market issue than just Biden

Points of Return We now know that President Biden will not be re-elected. If there’s one broad lesson, it’s that the world needs to grapple with an aging pop ...

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July 19

Points of Return

5 months ago

What Trump doesn't get about McKinley and tariffs

Points of Return After Table Mountain and the Matterhorn, economists need to start worrying about Mount McKinley. President McKinley, who Trump admires, gave ...

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July 18

Points of Return

5 months ago

Trump may find a weak dollar isn't easy to come by

Points of Return Donald Trump wants a weaker dollar; he might not find that easy. The problem: High tariffs, tax cuts, a weak dollar and low inflation don’t ...

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July 17

Points of Return

5 months ago

What to expect when you're expecting earnings

Points of Return Earnings season should enable a further rotation from the Magnificent Seven toward everyone else. Smaller companies’ rally looks overdue. It ...

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