Points of Return

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

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July 25

Points of Return

2 days 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

3 days 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

4 days 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 days 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

8 days 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

9 days 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

10 days 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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July 16

Points of Return

11 days ago

Timing ‘Trump Trades’ with an eye on the GOP platform

Points of Return At Milwaukee, read what the Republican platform says, and what it doesn’t. The market effects of the attempt on Donald Trump’s life have bee ...

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July 15

Points of Return

12 days ago

Markets will digest shock of Trump attack

Points of Return The Trump assassination attempt makes him ever-more clearly the front-runner. It’s unwise to call it a done deal — but Trump 2.0 should now ...

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July 12

Points of Return

15 days ago

Cuts are back in the air after inflation surprise

Points of Return For Jay Powell, being called boring is a compliment. June US inflation reinforces the rate-cuts optimism, but not so fast. Investors now exp ...

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