Editor, Investment Strategy. Europe, Middle East and Africa, London
Mike's Feed
Mar 13, 2013
Mar 8, 2013

In a turnaround, U.S. revival may chill emerging economies

LONDON, March 8 (Reuters) – A retooling of the U.S. economy
around cheaper domestic energy and a competitive exchange rate
could be a headwind for developing economies more used to seeing
U.S. growth as a boon.

In a week which saw U.S. equity markets stalk record highs
again and many investors again mulling a long-term turn in the
U.S. dollar, investors have simultaneously been puzzling over
what is shaping up to be yet another year of emerging equity
underperformance.

Mar 6, 2013

Growth stumble, jobs funk beg for new policy tilt

LONDON, March 6 (Reuters) – As western economies hit another
pothole in their stuttering post-crisis recoveries, pressure to
step up economic policy intervention to tackle entrenched
unemployment may be building.

Global business surveys showing a second consecutive retreat
in private sector growth last month, albeit from nine-month
highs in December, have refired investor doubts about whether
policy settings are adequate to protect recovery through 2013.

Mar 6, 2013

Analysis: Growth stumble, jobs funk beg for new policy tilt

LONDON (Reuters) – As western economies hit another pothole in their stuttering post-crisis recoveries, pressure to step up economic policy intervention to tackle entrenched unemployment may be building.

Global business surveys showing a second consecutive retreat in private sector growth last month, albeit from nine-month highs in December, have refired investor doubts about whether policy settings are adequate to protect recovery through 2013.

Mar 5, 2013
Mar 4, 2013
Mar 4, 2013
Mar 4, 2013
Mar 1, 2013

Keeping faith as crisis rumbles again

LONDON, March 1 (Reuters) – The global financial crisis is
clearly far from over but few long-term investors feel we are
back to square one either.

The current situation might be best summed up by filmmaker
Orson Welles, in a famous quote cited by Brown Brothers Harriman
strategist Mark Chandler this week: “If you want a happy ending,
that depends of course, on where you stop your story.”

Feb 27, 2013

Investors fret that Italy may undermine ECB backstop

LONDON (Reuters) – Italy’s fractious election results this week have raised investor suspicions that the euro zone’s protracted debt crisis has reached a critical juncture.

The European Central Bank’s support mechanism for the euro’s ailing government debt markets – which has brought six months of relative calm across the region’s markets – remains a powerful force in preventing another series of rolling creditor strikes.

    • About Mike

      "Mike Dolan is Reuters' Investment Strategy Editor in Europe. He has been a correspondent and editor for the past 20 years, working for Reuters from London and Washington DC in a variety of roles covering global policymaking, economics and investment trends."
      Joined Reuters:
      1995
      Awards:
      Reuters Editor of the Year, 2009. Reuters multimedia journalist of the year award, 2011
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