Column-Another leg lower? Markets not yet braced for recession: Mike Dolan
By Mike Dolan LONDON – One of the worst starts to a year in decades might lead you to think investors are already braced for an economic storm ahead, but…
By Mike Dolan LONDON – One of the worst starts to a year in decades might lead you to think investors are already braced for an economic storm ahead, but…
By Mike Dolan LONDON – Whatever the broader financial or economic stability risks of volatile crypto tokens, government watchdogs may reasonably balk at 10% household exposure to loosely-regulated speculative punts…
By Mike Dolan LONDON – It’s Friday the 13th and more than $10 trillion has now been sliced off the value of global stock markets this year while ‘Misery Indexes’…
By Mike Dolan LONDON – Paradigm lost? A long-held view among many investors that China’s currency and markets would one day sit at the centre of world finance to match…
By Mike Dolan LONDON – Central banks risk losing the battle for stable prices as long-dormant inflation narratives and memories reawaken, adding a more complex psychological twist to task than…
By Mike Dolan LONDON – Pretending it did not happen probably does not help much. Given its track record in preceding the last four recession since 1990, the brief inversion…
By Mike Dolan LONDON – The race is on to declare a paradigm shift in the world economy toward higher inflation and interest rates and the jolt to public borrowing…
By Mike Dolan LONDON – Plague, war and inflation define the year so far – but faith in the U.S. dollar seems to have made it through the first three…
By Mike Dolan LONDON – If not now, when? Investors typically demand some added compensation for holding a security over many years to cover all the unknowables over long horizons…
By Mike Dolan LONDON – If not now, when? Investors typically demand some added compensation for holding a security over many years to cover all the unknowables over long horizons…
By Mike Dolan LONDON – Tighten hard and fast now and you might just avoid triggering recession – it seems the Federal Reserve is tempted by its own playbook from…
By Mike Dolan LONDON – Tighten hard and fast now and you might just avoid triggering recession – it seems the Federal Reserve is tempted by its own playbook from…
By Mike Dolan LONDON – The new year is proving unkind to the global investor consensus yet again and low visibility now becomes a major problem. As simmering Russia-Ukraine tensions…
By Mike Dolan LONDON – Keen to downplay anxieties about war in Europe, global investors appear to fear a monetary policy miscalculation even more. Their problem is that two are…
By Mike Dolan LONDON – Whether emerging economies have already done enough to pre-empt the global central bank tightening cycle may dictate whether investors in them can escape yet another…