Jon Sindreu
Wall Street Journal
United Kingdom
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Past articles by Jon:
Britain’s Sketchy Growth Plan Is Scarier Than Its Bond Vigilantes
Investors don’t seem to have much confidence that the U.K. government’s fiscal splurge will generate the economic results it is hoping for. → Read More
Airport Chaos Is a High-Class Problem for Airlines
Delta Air Lines’ results confirm that post-pandemic costs will remain high as cancellations rise and labor demands mount, but excess demand for flying is still good news → Read More
Boris Johnson’s Meltdown May End Sterling’s
The resignation of the British prime minister could help clear much of the political uncertainty that has held down the pound, and possibly lead to slightly higher interest rates. → Read More
Batteries Become Do-Or-Die for Air-Taxi Startups
The dream of electric air taxis has always depended on the reality of batteries. With money for moonshots drying up, investors may be wise to focus on today’s technology rather than tomorrow’s. → Read More
DeFi’s Existential Problem: It Only Lends Money to Itself
Crypto lenders’ exclusive focus on other crypto projects suggests that their problems run much deeper than a Lehman-style liquidity crisis. → Read More
The Myth of the Central Bank ‘Soft Landing’
Central banks’ chances of engineering a ‘soft landing’ don’t look good, given that most tightening cycles historically have ended in recessions. → Read More
To Please Monetary Hawks, the ECB Must First Betray Them
As the latest bond rout in Europe shows, the European Central Bank will only be able to raise interest rates if it commits even more liquidity to weaker countries. → Read More
ECB Telegraphs Rapid Tightening, but May Still Disappoint Hawks
The end of unconventional monetary policy in the eurozone is now a done deal. It doesn’t mean that officials will ultimately be able to push interest rates as high as investors think. → Read More
Spirit Airlines’ Awkward Love Triangle Tests Shareholder Capitalism
Frontier might be the ideal candidate to buy Spirit, but it will need more than cultural synergies to outbid its rival JetBlue. → Read More
Boris Johnson Is No Party for Financial Markets
It isn’t everywhere that the potential ousting of a head of government is celebrated by investors as a step toward political stability. In the case of Britain, they might have a point. → Read More
Is the Fed Finally In Control? Markets Think So—At Their Peril
Stocks found a footing in May as investors readjusted for monetary policy keeping a lid on inflation. But the belief that central banks can closely control inflation and growth remains a dangerous one. → Read More
Zoom Fatigue Boosts the Recovery in Corporate Flying—for Now
A post-Omicron surge in company conferences and meetings is helping engineer a recovery in travel. → Read More
Defense Stocks’ Ukraine Premium Needs Handling With Caution
While the war has raised prospects of higher military spending, defense valuations are high and tend to deflate a few months after the start of a conflict. → Read More
Airline Takeoff Is Leaving Inflation Behind
Updates from Delta Air Lines, American Airlines and easyJet suggest travelers are willing to endure higher airfares. → Read More
If Crypto Can’t Be Used to Evade Russian Sanctions, What Is the Point?
Only small sums of money seem to have left Russia via digital currencies, which suggests their chances of ever replacing today’s government-run monetary system are low. → Read More
JetBlue-Spirit Deal Goes One Complication Too Far
While the New York-based carrier arguably needs acquisitions to grow, the massive expense of integrating two very different airlines make its proposal to acquire Spirit unappealing for investors. → Read More
Russian Sanctions Created a New World—And It Can’t Be Undone
No matter how the war in Ukraine ends, investors can’t expect the global economy to remain as tightly integrated as it once was. → Read More
Putin’s Scheme to Rally the Ruble Could Run Out of Gas
Even if Russia succeeds in selling energy in rubles, it cannot replicate the underlying reasons for the dollar’s impact on the pricing of trade. → Read More
In a Less-Globalized World, Be Careful Where You Park Your Plane
Western firms will likely lose almost all of the $10 billion worth of planes they own in Russia, showing how international treaties offer little protection from geopolitical risk. → Read More
How Governments Can Avoid a Debt Crisis as Rates Rise
Low interest rates have made the staggering amounts of debt that the U.S. and other countries have issued in recent years easy to bear. So what will happen when interest rates go up? → Read More