Mike Dolan

speaker
285 appearances 34 recordings 1 series first heard Jan 2026 last heard 10 Sep

Mike Dolan’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
8 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 34 in all, peaking in Aug 2026 with 8.

Appearances

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Is there spillover effects? matched
There is a risk that Japan sells dollars and in doing so liquidates some of its U.S. matched
Treasury bonds. matched
And it is the U.S. matched
Treasury's biggest overseas creditor. matched
But there is a mechanism that the U.S. matched
has agreed with Japan that they can recycle some of those dollars without doing so. matched
So we'll see how that pans out. matched
But in a historic moment, matched
So the Fed held the line, but three policymakers voted for an interest rate rise. matched
And that's the biggest dissent against an incoming Fed chair since 1970. matched
And it explains why the market was so uncertain going into this meeting. matched
And it remains uncertain about the outcome for the next one in September. matched
But the most interesting market reaction has been a steep rise in the long-term Treasury borrowing costs, with the 30-year yield hitting its highest level in 19 years, amid some concern that the Fed is hesitant to raise interest rates and may tolerate above-target inflation for longer. matched
Thanks, Mike. matched
Yeah, the Fed begins its two-day meeting today.
We don't get the decision until Wednesday evening.
And it's a super busy week for markets because either side of that decision, we get these huge hyperscaler corporate earnings.
But the Fed story in itself is very, very interesting now.
We've had a
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