Mike Dolan

Questions remain about the ways a government shareholder may exert its influence in the sector

Investment firms are reassessing the long-term macroeconomic impact of artificial intelligence

Fed chair nominee defends Fed independence and insists the US president has not asked him to commit to any rate decision

The greenback’s index against the most-traded currencies has dropped to its weakest since early 2022 – worse could happen yet

The conviction about the economic picture seems weaker than usual

Unless there is a major surprise in the delayed data about to be released, the case for the third interest rate cut of the year is weakening fast

Engineering a tacit devaluation in a world of free-floating exchange rates is not easy, but undermining Fed independence and pressuring it to make interest rate cuts is one way to try

With most of the Fed’s top brass now focused on the labour market, it appears that many policymakers are not overly concerned about inflation

The idea that the trade shock has happened and is now bedding down as a given may be wide of the mark

Core inflation for the G7 economies as a whole is settling at 3 per cent. A higher inflation world makes bonds more uncomfortable as a safety hedge