Showing 1 - 10 of 43
AI may be both a bubble and a boon
News, Mike Dolan, Published on 10/11/2025
» Bubble or bonanza? AI could be both.
'Phoney trade war' may be ending
News, Mike Dolan, Published on 18/10/2025
» After a period of relative calm through the Northern summer, businesses are bracing for a nervier winter, a return of trade and economic uncertainty, and higher financial market volatility to boot.
Economy will pop with AI bubble
News, Mike Dolan, Published on 07/10/2025
» The old truism that the stock market is not the economy risks underplaying how much today's powerful investment trends could impact the prosperity and lives of the whole country.
Dollar haven status may always have been a mirage
News, Mike Dolan, Published on 10/09/2025
» The dollar's sharp drop in April during a burst of tariff-related financial stress called into question what many had assumed to be its critical function as a safety trade. Some now wonder whether that haven status was ever truly warranted.
Data war risks creating false calm
News, Mike Dolan, Published on 19/08/2025
» Political pressure on government statisticians and private forecasters risks sending markets down a rabbit-hole, which could suppress volatility today but lead to seismic reality checks in the future.
Stablecoin explosion fuels liquidity, not yet money
News, Mike Dolan, Published on 16/08/2025
» Treasury market bulwark or catalyst for a liquidity bubble? No one's sure whether the now government-blessed "stablecoin" explosion will juice or destabilise the economy.
Brexit's parallels with Trump's tariffs tell a tale
News, Mike Dolan, Published on 06/08/2025
» In figuring out why the US tariff shock hasn't sent the economy or financial world into a tailspin, Britain's exit from the European Union trade bloc provides something of a playbook -- and without a particularly happy ending.
Dollar confusion reigns amid uncertainty
News, Mike Dolan, Published on 10/05/2025
» Currency markets that only a few months ago assumed a trade war would lift the US dollar now suspect that a full-scale devaluation may be underway, suggesting few market players have a clear handle yet on the US administration's dollar plans.
IMF exit would be true dollar shock
News, Mike Dolan, Published on 30/04/2025
» The US dollar has suffered its worst start to any year since 1989 as the Trump administration has put forward once unthinkable economic policies, unnerving global investors.
Central banks eye digital coins
News, Mike Peacock, Published on 25/04/2025
» Central bank digital currencies (CBDCs) have often been deemed a solution in search of a problem. But US President Donald Trump appears to have provided a rationale for CBDCs, even as he has banned the development of a digital dollar.