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 monthsRecordings per month over the last 12 months — 34 in all, peaking in Aug 2026 with 8.
Appearances
Is there spillover effects?
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There is a risk that Japan sells dollars and in doing so liquidates some of its U.S.
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Treasury bonds.
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And it is the U.S.
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Treasury's biggest overseas creditor.
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But there is a mechanism that the U.S.
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has agreed with Japan that they can recycle some of those dollars without doing so.
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So we'll see how that pans out.
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But in a historic moment,
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So the Fed held the line, but three policymakers voted for an interest rate rise.
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And that's the biggest dissent against an incoming Fed chair since 1970.
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And it explains why the market was so uncertain going into this meeting.
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And it remains uncertain about the outcome for the next one in September.
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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.
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Thanks, Mike.
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Reuters World News · Japan quake, ICE children arrests and Johnson & Johnson talc deal · 28 Jul 2026
podcast
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
Showing 101–120 of 285 · page 6 of 15
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