dolan

By Mike Dolan LONDON (Reuters) – Market pricing tends to swing back and forth like a pendulum around eventual outcomes – and investors may now have to brace for another …

By Mike Dolan LONDON (Reuters) – Like mirages on the horizon, recession forecasts seem to be appearing and disappearing with great regularity – questioning any investment conviction, the reliability of …

By Mike Dolan LONDON (Reuters) – For all intents and purposes, financial markets think the brutal central bank tightening cycle is done. That may seem like a leap of faith …

By Mike Dolan LONDON (Reuters) – The Fed will loudly insist again on Wednesday that its inflation battle is not yet won – even as it slows the pace of …

By Mike Dolan LONDON (Reuters) – If markets are wondering why the Federal Reserve just won’t play ball with their ‘peak interest rate’ pricing, the answer probably lies in the …

By Mike Dolan LONDON (Reuters) – Almost as surprising as the weekend’s shock events in Brasilia was how little world markets appeared to react – showing investors may already be …

By Mike Dolan LONDON (Reuters) – It’s the time of year for financial and economic forecasting – but you may do as well ignoring them all. An ordinary year assessing …

By Mike Dolan LONDON (Reuters) – If financial markets bore the brunt of this year’s interest rate shock, housing now stands in the firing line. And a residential real estate …

By Mike Dolan LONDON (Reuters) – Central banks may be forced to rethink and even undermine one of their prized emergency policy tools as popular resistance mounts against giant cash …

By Mike Dolan LONDON (Reuters) – Yet another eye-catching rebound in global stocks may just be another bear market bounce – but investors do sense the end of a dark …

By Mike Dolan LONDON (Reuters) – Japan’s solo battle against an overvalued U.S. dollar may feel a little lonelier after it met G7 finance chiefs in Washington this week – …

By Mike Dolan LONDON (Reuters) – Perhaps remarkably, some of the world’s major economies still hold at least part of their rainy-day savings in sterling and British government bonds – …

By Mike Dolan LONDON (Reuters) – With prices falling like a stone as central bank tightening goes into overdrive, buying bonds may appear confused – but perhaps that very confusion …

By Mike Dolan LONDON (Reuters) – Japan may seem like a lonely voice in the Group of Seven pleading for some currency calm, but the rest may be taking more …

By Mike Dolan LONDON (Reuters) – Even though fears of another “sterling crisis” have been wide of the mark for decades, they are harder to bat away this time around …

By Mike Dolan LONDON – There’s a weary acceptance among investors of almost inevitable market volatility around Italy’s latest political upheaval – but that’s where the hand-wringing tends to end …

By Mike Dolan LONDON – The U.S. dollar’s rampant surge may finally force corporate America to wake up to a brewing earnings recession. The investment puzzle of the summer so …

By Mike Dolan LONDON – It’s a hard habit to break. You’d be forgiven for thinking the worst two-quarter period for stock markets since 2009 had investors running for the …

By Mike Dolan LONDON – If you were hoping this was all a bad dream, take a deep breath. Many investors craving some return to “normal” from the wild economic …

By Mike Dolan LONDON – An upside down world of “reverse currency wars” is seeping into the real one. Devotees of Netflix hit “Stranger Things” know well how mayhem and …

By Mike Dolan LONDON – Coordinated or not ahead of this month’s G7 summit, global central banks are accelerating interest rate hikes but also actively draining the giant pool of …

By Mike Dolan LONDON – If the U.S. Federal Reserve’s plans are changing week to week, then the concept of “forward guidance” as a policy tool has been well and …

By Mike Dolan LONDON – Markets may be missing the mix. As financial markets parse monetary policy tea leaves by the hour and remain in thrall to the twists and …