Today: July 08, 2024
Today: July 08, 2024

Latest From Mike Dolan

Economy

Column-Markets won't give up on March Fed cut: Mike Dolan

If the first cut is the deepest, timing will be everything.

Economy

Column-US immigration fillip shifts economy's trajectory :Mike Dolan

With fears of a U.S. recession wiped away and financial markets bulled up on the growth trajectory again, an immigration fillip is playing a key role - and may even

Economy

Column-If Fed hikes spurred rent inflation, markets should relax :Mike Dolan

The idea that the Federal Reserve's steep interest rate rises actually made U.S. inflation stickier has more merit than it first sounds - not least among U.S. central

Economy|Political

Column-Political risk aversion rubs its eyes: Mike Dolan

If greater political uncertainty necessarily begets higher financial volatility, world markets are still half asleep - but the alarm clock may be set nonetheless.

Column-Political risk aversion rubs its eyes: Mike Dolan
Economy|News|Political

Out of step again, uncontroversial UK govt switch sows relief :Mike Dolan

Thanks in part to former UK Prime Minister Liz Truss' singular contribution to financial stability two years ago, Britain is proving something of an exception among

Out of step again, uncontroversial UK govt switch sows relief :Mike Dolan
Economy|News

There's likely no such thing as 'Frexit': Mike Dolan

Any sustained bet against French government debt can only hinge on a belief in the improbable end of the euro - even if the European Central Bank needs to walk a fine

There's likely no such thing as 'Frexit': Mike Dolan
Economy|Political

Column-'War economy' angle on debts risks 'creative' solutions: Mike Dolan

Big public debts typically stem from big economic and political junctures that require government to spend big - but reining them back risks 'creative' solutions

Business|Economy

The wiggle room around 2% inflation targets :Mike Dolan

This week's milestone G7 interest rate cuts dispel any notion that hitting 2% inflation targets spot on is a precondition for central bank moves or indeed sensible -

The wiggle room around 2% inflation targets :Mike Dolan
Business|Economy

BoE scopes 'steady state' in balance sheet downsizing

Even as consensus builds inside and outside the Bank of England on UK interest rate cuts this summer, the thorny issue for banks and bond markets of when it stops its

BoE scopes 'steady state' in balance sheet downsizing
Economy

Serene euro debt markets still leave ECB queasy :Mike Dolan

Becalmed by a likely interest rate cut as soon as next month, euro zone government bond markets seem serene - but the European Central Bank continues to fret about

Serene euro debt markets still leave ECB queasy :Mike Dolan
Economy

Column-Fed's new neutral may be one FOMC takeaway: Mike Dolan

Next week's Federal Reserve meeting has lost the heat it once had as a likely moment for the central bank's first interest rate cut - but it could shine a big light on

Column-Fed's new neutral may be one FOMC takeaway: Mike Dolan
Economy

Column-UK equity 'dark age' reflects alarming desertion :Mike Dolan

If the British government is trying to steer more domestic investors back into unloved UK stocks, it has a mammoth task on its hands given the scale of the desertion

Column-UK equity 'dark age' reflects alarming desertion :Mike Dolan
Economy

Column-Channelling Greenspan, Powell's exuberance moment? :Mike Dolan

The Federal Reserve may finally have interest rate markets back in the palm of its hand - but it's surely casting a wary eye on effervescent stocks that seem oblivious

Column-Channelling Greenspan, Powell's exuberance moment? :Mike Dolan
Economy

Column-Trump tariff plans spur talk of inflation 2.0: Mike Dolan

A Donald Trump redux come November may come with an inflation reboot too.

Column-Trump tariff plans spur talk of inflation 2.0: Mike Dolan
Economy

Column-FX seismograph quietens to pre-Ukraine invasion level :Mike Dolan

If you believe the options market, the world's major currencies are going nowhere fast this year.

Column-FX seismograph quietens to pre-Ukraine invasion level :Mike Dolan
Economy

Column-Everlasting love? US savers seem wedded to stocks: Mike Dolan

Record peaks, pricey valuations, narrow markets, frenzied tech bandwagons and even punchy alternatives in bonds - all surely gnaw at U.S. household savers to lighten

Column-Everlasting love? US savers seem wedded to stocks: Mike Dolan
Economy

Column-The 'art' of rate cut timing - or clumsy indecision? :Mike Dolan

Art more than science?

Column-The 'art' of rate cut timing - or clumsy indecision? :Mike Dolan
Economy

Column-Parallel universes? 'Magnificent 7' prone to China risks :Mike Dolan

The jarring contrast of China's market bust and soaring U.S. stocks may cloud the vulnerability of the latter to events in Beijing, and some fear Wall Street's narrow

Column-Parallel universes? 'Magnificent 7' prone to China risks :Mike Dolan
Economy

Column-Neutral rate debate resurfaces as US economy refuses to crack :Mike Dolan

If the drugs don't work, the dosage may be wrong.

Column-Neutral rate debate resurfaces as US economy refuses to crack :Mike Dolan
Economy

Column-Dating first rate cuts a 'red herring' for bonds: Mike Dolan

Everyone's guilty of it - but an obsessive guessing game over precise dates for the first central bank interest rate cuts this year seems increasingly pointless to

Column-Dating first rate cuts a 'red herring' for bonds: Mike Dolan
Economy

Column-Emerging markets face 'why bother?' problem :Mike Dolan

The China conundrum aside, a search for undervalued assets already seems to be tempting some investors back to emerging markets - but Western savers happily hunkered

Column-Emerging markets face 'why bother?' problem :Mike Dolan
Economy

Column-Searching for rift in Transatlantic easing :Mike Dolan

After six months of churning interest rate speculation, few now doubt 2024 will see the three major Transatlantic central banks easing policy - the only quiz is

Column-Searching for rift in Transatlantic easing :Mike Dolan
Economy

Column-Relentless outperformance and inertia feed US home bias: Mike Dolan

For all the valuation and diversification arguments routinely touted, bitter and sweet experience tells U.S. investors to stay at home.

Column-Relentless outperformance and inertia feed US home bias: Mike Dolan
Economy

Column-Prep for churn as central banks leave runway unlit: Mike Dolan

Hold on to your hats.

Column-Prep for churn as central banks leave runway unlit: Mike Dolan
Economy

Column-Deflating 'QT cushion' may have raised red Fed flag: Mike Dolan

Any real economy crunch from the U.S.

Column-Deflating 'QT cushion' may have raised red Fed flag: Mike Dolan

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