Mike Dolan
speaker
294 appearances
35 recordings
1 series
first heard Jan 2026
last heard yesterday
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
Yeah, huge jump in Japanese stocks.
But the areas of the market that were most worried about this election in the last weeks and months were the yen and the long-dated Japanese government bonds.
And they're relatively stable.
Basic calculation is that we know Takeichi's plan now.
We have a long period of political stability ahead.
We also expect the Bank of Japan to push ahead with interest rate rises.
And so the short-dated Japanese government bond yields have jumped indeed.
But the yen is holding steady, and that's where everyone's watching.
Yeah, the first Fed decision of 2026 and perhaps the least controversial aspect of it will be the decision itself.
There's so much else going on for the Fed.
The drama over potential indictment of Chairman Jay Powell.
who his replacement might be, an announcement that might come this week as well.
And of course, a falling dollar in the background and the lowest consumer confidence in more than 11 years in the United States.
A lot going on.
The Fed won't change rates, but it has a lot to consider.
Hi, Kim.
Yeah, dramatic bounce back on Wall Street last night as Trump backed down on his threat of tariffs against European countries over the Greenland standoff.
This feels an awfully like 2025 when Trump raised the threats and then moved into a negotiating period where markets came back again after initial sell off.
So it does feel a bit like rinse and repeat.
He is spending the rest of today in Davos.
Showing 241–260 of 294 · page 13 of 15
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