Mike Dolan
speaker
294 appearances
35 recordings
1 series
first heard Jan 2026
last heard today
Mike Dolan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 35 in all, peaking in Aug 2026 with 8.
Appearances
Everything is unfolding by the minute.
But as it stands, the oil price reaction is sharp, but not worst case scenario.
Well, look, all financial markets will react to this.
This is a very significant event, and you're getting what they call in markets risk-off.
That means that the more risky assets are being sold off.
So equities are falling.
We're seeing a bid for gold.
We're seeing a confusing picture for bonds.
So US Treasury bonds, which normally riff off the interest rate outlook,
they're getting a safety bid.
They're considered a safety asset.
And that's offset by the rising oil price implication for inflation, which, of course, is very politically sensitive for President Trump in this election year.
Even though these stories have circulated for over six months now, and the ECB says that no decision has been made, inevitably we'll focus the markets on who comes next at the ECB.
And it's all changed the top two central banks this year, if that were to be the case.
Who comes next?
Possibly a German candidate for the first time.
possibly another compromise candidate.
How it affects monetary policy is very much in the frame.
So markets relatively calm about the story, but it begins a process that they will focus on for months ahead.
God bless America!
Showing 221–240 of 294 · page 12 of 15
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