Mike Dolan
- Indexed articles, last 90 days
- 17
- Latest publication
- Sep 29, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
- Earliest in this view
- Jul 30, 2026
Latest articles
’G force’ driving world markets may need Fed and bond brake (opens the original)
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As the final quarter of another tumultuous year approaches, markets face a stark reality: economic growth and earnings are running hot, leaving the Federal Reserve and other central banks to hike rates aggressively or risk letting inflation become entrenched. For bond investors, there’s little comfort either way. What’s clear is that, for the remainder of 2026, there’s little or nothing to substantially change the picture of hot growth and earnings — infused by the ongoing business investment
Darkest before dawn? Funds mull return to bonds (opens the original)
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A grueling year of war, oil shocks and re-ignited inflation has hammered government bonds everywhere. Yet with higher U.S. interest rates now a reality, some investors believe this is finally the moment to pounce on bonds offering yields not seen in decades. We’ve been here many times before, of course, and speculative attempts to bet again on a turn in this six-year-long bear market in bonds have caused havoc for many punters. For investors in Treasury exchange-traded funds (ETFs), it’s been
Real or not, Trump’s helicopter money drop should alarm Warsh (opens the original)
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A Federal Reserve rate hike on Wednesday will go down like a lead balloon at the White House. But the gap between President Donald Trump’s wilder economic pronouncements and his new Fed chair is now so wide that the die may be cast. Trump’s promise of US$5,000 cheques for every American probably offends Kevin Warsh’s monetarist sensibilities most of all. Most analysts in Washington and on Wall Street think Trump’s pledge of a US$5,000-per-person dividend if Republicans retake Congress this Nov
AI is too big to slow in a geopolitical race (opens the original)
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If cutting-edge AI is truly powerful enough to end humanity, it may already be too powerful to slow down. With the technology now locked in a strategic arms race tied to national security, warnings about its risks may only speed up the dash for hegemony — and bring far greater government control with them. Perhaps greater government control, in ownership if not regulation or restraint, is partly what’s unnerving financial markets, which have priced the spectacular investment boom to see out th
Is the dollar policy ‘mini Mar-a-Lagos’ or Whac-A-Mole? (opens the original)
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U.S. Treasury chief Scott Bessent has helped ignite more than a few of Donald Trump’s economic brushfires. Now, as fire fighter, he may finally be making headway on one of the president’s signature ideas: deflating an overvalued dollar. A hawkish Federal Reserve may yet frustrate that effort. Ever since Trump returned to the White House some 20 months ago, there has been an assumption that one of the many ways proposed to rebalance U.S. trade and investment and re-industrialize the world’s big
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For Theglobeandmail, the outlet · Measured Aug 1, 2026
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