Ethan Lou
@ethanlou.bsky.social
đ€ 3662
đ„ 49
đ 1147
Opinion editor in the Globe and Mail's business section. Pitch me:
[email protected]
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Is it really time to pop the champagne for the Canadian economy? The latest from the Globe's business commentary, by Peter MacKenzie, Mawakina Bafale:
www.theglobeandmail.com/business/com...
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Opinion: Is it really time to pop the champagne for the Canadian economy?
Rebound provides reprieve on recession chatter, but shouldnât distract from need for strong policy response
https://www.theglobeandmail.com/business/commentary/article-canada-economy-gdp-growth-recession-rebound/
about 1 month ago
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True economic sovereignty means using the free market for what it does The latest from the Globe's business commentary, by Kevin Yin:
www.theglobeandmail.com/business/com...
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Opinion: True economic sovereignty means using the free market for what it does
In a world that increasingly emphasizes might over right, Canada can and should be far more ambitious when it comes to choosing its own economic destiny
https://www.theglobeandmail.com/business/commentary/article-canada-economic-sovereignty-free-market/
about 1 month ago
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The Competition Commissioner is stepping down. What does Canada need from the next one? The latest from the Globe's business commentary, by Keldon Bester:
www.theglobeandmail.com/business/com...
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https://www.theglobeandmail.com/business/commentary/article-competition-bureau-commissioner-steps-down-matthew-boswell/
about 1 month ago
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Alberta-Ottawa MOU is a climate breakthrough, despite Steven Guilbeaultâs misplaced outrage The latest from the Globe's business commentary, by Michael Bernstein:
www.theglobeandmail.com/business/com...
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Opinion: Alberta-Ottawa MOU is a climate breakthrough, despite Steven Guilbeaultâs misplaced outrage
Federal climate policies werenât working, but Ottawa and Albertaâs âgrand bargainâ puts Canadaâs progress back on the road
https://www.theglobeandmail.com/business/commentary/article-alberta-ottawa-mou-oil-pipeline-climate-guilbeault-smith-carney/
about 1 month ago
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Canadaâs age-verification bill for porn is a slippery slope to a restrictive internet The latest from the Globe's business commentary, by Jake Pitre:
www.theglobeandmail.com/business/com...
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Opinion: Canadaâs age-verification bill for porn is a slippery slope to a restrictive internet
While its intentions are good, the proposed bill is riddled with problems and should not be passed
https://www.theglobeandmail.com/business/commentary/article-canada-porn-age-verification-slippery-slope-restrictive-internet/
about 1 month ago
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PĂ©ladeau aptly offers private-sector solutions to Transatâs financial woes The latest from the Globe's business commentary, by Rita Trichur:
www.theglobeandmail.com/business/com...
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Opinion: PĂ©ladeau aptly offers private-sector solutions to Transatâs financial woes
Heâs calling for a special shareholders meeting and boardroom elections by Feb. 6
https://www.theglobeandmail.com/business/commentary/article-pierre-karl-peladeau-air-transat-quebecor-private-sector/
about 1 month ago
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Affordable housing is out of reach everywhere in Canada The latest from the Globe's business commentary, by Steven Globerman, Joel Emes, Austin Thompson:
www.theglobeandmail.com/business/com...
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Opinion: Affordable housing is out of reach everywhere in Canada
Reversing the trend will require accelerated home building, better-paced immigration, and policies that grow wages while limiting tax bills
https://www.theglobeandmail.com/business/commentary/article-affordable-housing-is-out-of-reach-everywhere-in-canada/
about 1 month ago
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Carney is doing the right thing on oil and pipelines. Will we ever forgive him? The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: Carney is doing the right thing on oil and pipelines. Will we ever forgive him?
Oil is a vital national asset, not a national shame
https://www.theglobeandmail.com/business/commentary/article-mark-carney-oil-pipelines-energy-alberta-danielle-smith/
about 1 month ago
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Spoiler Alert: Barrick preps for Newmont deal with IPO plan The latest from the Globe's business commentary, by Andrew Willis:
www.theglobeandmail.com/business/com...
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Opinion: Spoiler Alert: Barrick preps for Newmont deal with IPO plan
Toronto-based miner set to spin off North American operations to create greater value for assets bogged down by woes in other jurisdictions
https://www.theglobeandmail.com/business/commentary/article-barrick-newmont-ipo-mining-north-america-john-thornton-board/
about 1 month ago
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To fix Canada, we must fix our troubled stock market The latest from the Globe's business commentary, by J. Ari Pandes, L. Daniel Wilson:
www.theglobeandmail.com/business/com...
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Opinion: To fix Canada, we must fix our troubled stock market
Why the public markets matter â for you, Canada and the wealth of our nation
https://www.theglobeandmail.com/business/commentary/article-stock-market-investing-tsx-prosperitys-path/
about 1 month ago
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Amber Kanwarâs Weekly Setup: What you need to know for bank earnings week The latest from the Globe's business commentary, by Amber Kanwar:
www.theglobeandmail.com/investing/ar...
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Amber Kanwarâs Weekly Setup: What you need to know for bank earnings week
The sector index is at record highs and Jefferies sees it as fully valued
https://www.theglobeandmail.com/investing/article-amber-kanwars-weekly-setup-bank-earnings-nov-30/
about 1 month ago
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A pipeline is just the beginning: More threats coming for Indigenous rights The latest from the Globe's business commentary, by Terri-Lynn Williams-Davidson, Elizabeth Bulbrook:
www.theglobeandmail.com/business/com...
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Opinion: A pipeline is just the beginning: More threats coming for Indigenous rights
Ottawaâs approach to major infrastructure projects puts Indigenous rights at risk
https://www.theglobeandmail.com/business/commentary/article-west-coast-pipeline-indigenous-rights/
about 1 month ago
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Bitcoin is now the barometer for the buckwild U.S. economy, and it looks bad The latest from the Globe's business commentary, by John Rapley:
www.theglobeandmail.com/business/com...
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Opinion: Bitcoin is now the barometer for the buckwild U.S. economy, and it looks bad
The next Fed Reserve rate-setting meeting could offer a signpost to bitcoinâs performance in 2026
https://www.theglobeandmail.com/business/commentary/article-bitcoin-is-now-the-barometer-for-the-us-economy-and-it-doesnt-look/
about 1 month ago
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BHP dropped second attempt to buy Anglo American, but the copper takeover game isnât over The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: BHP dropped second attempt to buy Anglo American, but the copper takeover game isnât over
Angloâs bid for Canadaâs Teck Resources is rolling forward but could still face competition
https://www.theglobeandmail.com/business/commentary/article-bhp-anglo-american-teck-copper-mines/
about 1 month ago
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As Trump meddles with the Fed, Carney must safeguard the Bank of Canadaâs independence The latest from the Globe's business commentary, by Rita Trichur:
www.theglobeandmail.com/business/com...
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Opinion: As Trump meddles with the Fed, Carney must safeguard the Bank of Canadaâs independence
Canada is not immune to the type of populist forces that have led to political interference at the Federal Reserve
https://www.theglobeandmail.com/business/commentary/article-as-trump-meddles-with-the-fed-carney-must-safeguard-the-bank-of/
about 1 month ago
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Should companies disclose to investors how they contribute to Canada? The latest from the Globe's business commentary, by Grant Vingoe:
www.theglobeandmail.com/business/com...
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Opinion: Should companies disclose to investors how they contribute to Canada?
Canadians might want to know not just how a company performs, but how it supports the country they call home
https://www.theglobeandmail.com/business/commentary/article-should-companies-disclose-to-investors-how-they-contribute-to-canada/
about 1 month ago
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Ottawa risks billions in investments for a pipeline to nowhere The latest from the Globe's business commentary, by Thomas Gunton:
www.theglobeandmail.com/business/com...
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Opinion: Ottawa risks billions in investments for a pipeline to nowhere
B.C. stakeholdersâ voices are not being heard in discussions about building pipelines that make little economic sense
https://www.theglobeandmail.com/business/commentary/article-west-coast-pipeline-alberta-ottawa/
about 1 month ago
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The front page of the Globe and Mail for Thursday, Nov 27, 2025:
about 1 month ago
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Introducing the next era of the digital age: Identic artificial intelligence The latest from the Globe's business commentary, by Don Tapscott:
www.theglobeandmail.com/business/com...
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Opinion: Introducing the next era of the digital age: Identic artificial intelligence
If our digital identities are controlled by centralized corporations, our discourse and democracy will be shaped by incentives we do not influence
https://www.theglobeandmail.com/business/commentary/article-identic-artificial-intelligence-next-era-digital-age/
about 1 month ago
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For Barrickâs mess, board chair John Thornton deserves as much blame as the ousted CEO The latest from the Globe's business commentary, by Tim Kiladze:
www.theglobeandmail.com/business/com...
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Opinion: For Barrickâs mess, board chair John Thornton deserves as much blame as the ousted CEO
Thornton has been leading Barrick since 2012, and with gold on a tear the company should be minting money â but it isnât
https://www.theglobeandmail.com/business/commentary/article-barrick-gold-board-chair-john-thornton-mining-ceo-mark-bristow/
about 1 month ago
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A confused Britain fidgets as it gets pushed to the brink The latest from the Globe's business commentary, by Tom Tugendhat:
www.theglobeandmail.com/business/com...
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Opinion: A confused Britain fidgets as it gets pushed to the brink
Uncertainty breeds hesitation, but deeper forces have been draining the U.K. economy for decades
https://www.theglobeandmail.com/business/commentary/article-britain-uk-economy-tom-tugendhat-growth/
about 1 month ago
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Carney brings great solutions, but is he misdiagnosing the problem? The latest from the Globe's business commentary, by Claude Lavoie:
www.theglobeandmail.com/business/com...
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Opinion: Carney brings great solutions, but is he misdiagnosing the problem?
The government may have overestimated what it can achieve because of some faulty assumptions
https://www.theglobeandmail.com/business/commentary/article-carney-brings-great-solutions-but-is-he-misdiagnosing-the-problem/
about 1 month ago
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The transformation of risk in the Ozempic era The latest from the Globe's business commentary, by Laurence B. Mussio:
www.theglobeandmail.com/business/com...
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Opinion: The transformation of risk in the Ozempic era
Novo Nordisk lost billions in value because it failed to anticipate the risk posed by the introduction of its blockbuster drug
https://www.theglobeandmail.com/business/commentary/article-the-transformation-of-risk-in-the-ozempic-era/
about 1 month ago
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Saskatchewan soft power fuelled the Canada-India reset on trade The latest from the Globe's business commentary, by Rita Trichur:
www.theglobeandmail.com/business/com...
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Opinion: Saskatchewan soft power fuelled the Canada-India reset on trade
Premier Scott Moeâs behind-the-scenes efforts to strengthen business ties had a major hand in repairing the relationship
https://www.theglobeandmail.com/business/commentary/article-canada-india-trade-saskatchewan-scott-moe-soft-power-modi-business/
about 1 month ago
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The front page of the Globe and Mail for Tuesday, Nov 25, 2025:
about 2 months ago
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Each time Putin says nyet, master negotiator Trump rewards him The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: Each time Putin says nyet, master negotiator Trump rewards him
Trumpâs first impulse is always to twist the arm of the weaker party â in this case Ukraine
https://www.theglobeandmail.com/business/commentary/article-trump-putin-ukraine-russia-war-peace-plan-zelensky/
about 2 months ago
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Amid trade volatility, Canadaâs next growth play is Asia and the Pacific The latest from the Globe's business commentary, by Masato Kanda:
www.theglobeandmail.com/business/com...
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Opinion: Amid trade volatility, Canadaâs next growth play is Asia and the Pacific
The choice is straightforward â build the partnerships to engage at scale, or watch from the sidelines as the regionâs build-out accelerates
https://www.theglobeandmail.com/business/commentary/article-trade-volatility-canada-next-growth-play-asia-pacific/
about 2 months ago
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Telus needs to kick its addiction to dividend hikes The latest from the Globe's business commentary, by Andrew Willis:
www.theglobeandmail.com/business/com...
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Opinion: Telus needs to kick its addiction to dividend hikes
Yields as high as the telecom companyâs 9.1 are a signal the dividend is out of step with finances
https://www.theglobeandmail.com/business/commentary/article-telus-dividend-hikes-shares-investing-stocks-telecom/
about 2 months ago
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As pipeline politics begin anew, Ottawa must fast-track the courts The latest from the Globe's business commentary, by Thomas Isaac, Jeremy Barretto:
www.theglobeandmail.com/business/com...
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Opinion: As pipeline politics begin anew, Ottawa must fast-track the courts
B.C. Premier says he was caught off by guard by The Globe and Mailâs report that Alberta and Ottawa are close to a pipeline deal
https://www.theglobeandmail.com/business/commentary/article-pipeline-politics-ottawa-must-fast-track-the-courts/
about 2 months ago
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Trumpâs recent troubles are a blessing for Canada The latest from the Globe's business commentary, by John Turley-Ewart:
www.theglobeandmail.com/business/com...
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Opinion: Trumpâs recent troubles are a blessing for Canada
Sagging approval ratings and anger over the cost of living may help drive the U.S. back to trade talks
https://www.theglobeandmail.com/business/commentary/article-us-canada-trade-donald-trump-approval-carney-tariffs/
about 2 months ago
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Government attempts to regulate Big Tech are a Sisyphean mess The latest from the Globe's business commentary, by Gus Carlson:
www.theglobeandmail.com/business/com...
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Opinion: Government attempts to regulate Big Tech are a Sisyphean mess
Congress flounders to understand the tech landscape while guided by outdated rules that are no longer fit for purpose
https://www.theglobeandmail.com/business/commentary/article-government-regulation-big-tech-meta-amazon-apple/
about 2 months ago
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Amber Kanwarâs Weekly Setup: Black Friday, earnings reports, Canadaâs GDP The latest from the Globe's business commentary, by Amber Kanwar:
www.theglobeandmail.com/investing/ma...
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Amber Kanwarâs Weekly Setup: Black Friday, earnings reports, Canadaâs GDP
Itâs a shortened U.S. trading week and investors might be grateful for the reprieve
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-amber-kanwars-weekly-setup-nov-23/
about 2 months ago
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The front page of the Globe and Mail for Saturday, Nov 22, 2025:
about 2 months ago
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Trump wants to play God with cheap money. Itâs backfiring spectacularly The latest from the Globe's business commentary, by John Rapley:
www.theglobeandmail.com/business/com...
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Opinion: Trump wants to play God with cheap money. Itâs backfiring spectacularly
The Presidentâs machinations to stuff the Fed with sycophants have made things worse for him
https://www.theglobeandmail.com/business/commentary/article-trump-wants-to-play-god-with-cheap-money-its-backfiring-spectacularly/
about 2 months ago
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Sweden offers Canada a chance to revive its near-dead defence aerospace industry The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: Sweden offers Canada a chance to revive its near-dead defence aerospace industry
Building Saabâs Gripen fighter jet and GlobalEye surveillance plane in Canada would create thousands of jobs â and infuriate Trump
https://www.theglobeandmail.com/business/commentary/article-sweden-saab-gripen-fighter-jet-defence/
about 2 months ago
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Why a transit megaproject in Montreal should be a model for Canada The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: Why a transit megaproject in Montreal should be a model for Canada
When graded on a curve, the Réseau express métropolitain is at the head of the class
https://www.theglobeandmail.com/business/commentary/article-rem-transit-megaproject-montreal-reseau-express-metropolitain/
about 2 months ago
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Canada is an agriculture and food superpower. We must start acting like it The latest from the Globe's business commentary, by David Dzisiak, Frank Hart:
www.theglobeandmail.com/business/com...
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Opinion: Canada is an agriculture and food superpower. We must start acting like it
Investing in agriculture could help Canada reach goal of doubling non-U.S. exports
https://www.theglobeandmail.com/business/commentary/article-canada-is-an-agriculture-and-food-superpower-we-must-start-acting-like/
about 2 months ago
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This SEC decision will have huge consequences for Canadaâs capital markets The latest from the Globe's business commentary, by Eli Yufest:
www.theglobeandmail.com/business/com...
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Opinion: This SEC decision will have huge consequences for Canadaâs capital markets
Opening the Canadian market to hundreds of new U.S. ETFs could threaten our economic sovereignty
https://www.theglobeandmail.com/business/commentary/article-sec-canada-capital-markets-us-etf-economic-sovereignty/
about 2 months ago
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Canadaâs digital sovereignty is crumbling under aggressive U.S. lobbying The latest from the Globe's business commentary, by Matt Malone:
www.theglobeandmail.com/business/com...
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Opinion: Canadaâs digital sovereignty is crumbling under aggressive U.S. lobbying
After years of insisting Big Tech has to support domestic content, Ottawa is in retreat
https://www.theglobeandmail.com/business/commentary/article-crtc-digital-sovereignty-us-lobbying-usmca-tariffs-tech/
about 2 months ago
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With AI, you are now the product: The hidden costs of staying online The latest from the Globe's business commentary, by Vass Bednar:
www.theglobeandmail.com/business/com...
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Opinion: With AI, you are now the product: The hidden costs of staying online
More platforms are tying data surveillance for AI training as a condition to use services. Canada needs to reject this
https://www.theglobeandmail.com/business/commentary/article-with-ai-you-are-now-the-product-the-hidden-costs-of-staying-online/
about 2 months ago
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New northwest pipeline risks hazard of landslide tsunamis The latest from the Globe's business commentary, by :
www.theglobeandmail.com/business/com...
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Opinion: New northwest pipeline risks hazard of landslide tsunamis
Major Projects Office needs to be wary in its planning for pipeline projects to tidewater
https://www.theglobeandmail.com/business/commentary/article-pipeline-oil-energy-major-projects-carney-danielle-smith-landslide/
about 2 months ago
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The holiday shopping season will be a key test for the already fizzling âBuy Canadianâ trend The latest from the Globe's business commentary, by Rita Trichur:
www.theglobeandmail.com/business/com...
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Opinion: The holiday shopping season will be a key test for the already fizzling âBuy Canadianâ trend
There are early indications that many consumers are already finding it difficult to put patriotism ahead of price
https://www.theglobeandmail.com/business/commentary/article-the-holiday-shopping-season-will-be-a-key-test-for-the-already/
about 2 months ago
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Canada needs to step up. We need Candu nuclear technology The latest from the Globe's business commentary, by Jean Chrétien, Mike Harris:
www.theglobeandmail.com/business/com...
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Opinion: Canada needs to step up. We need Candu nuclear technology
Energy security is national security, and the Candu nuclear reactor can help Canada chart its own future
https://www.theglobeandmail.com/business/commentary/article-canada-needs-to-step-up-we-need-candu-nuclear-technology/
about 2 months ago
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Chicken prices could soon rise 25%, and supply management isnât helping The latest from the Globe's business commentary, by David Clement:
www.theglobeandmail.com/business/com...
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Opinion: Chicken prices could soon rise 25%, and supply management isnât helping
The time is now to seriously reconsider this backward policy, for the betterment of all Canadians
https://www.theglobeandmail.com/business/commentary/article-chicken-prices-supply-management-isnt-helping/
about 2 months ago
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The catcher on the hill: Carneyâs budget pads the nest but forces Canada to fly The latest from the Globe's business commentary, by Robert Pattillo:
www.theglobeandmail.com/business/com...
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Opinion: The catcher on the hill: Carneyâs budget pads the nest but forces Canada to fly
Improving inter-provincial trade, investing in training and expanding markets beyond our borders should help the country move forward
https://www.theglobeandmail.com/business/commentary/article-carneys-budget-pads-the-nest-but-forces-canada-to-fly/
about 2 months ago
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After failing to find a buyer, H&R REIT seems intent on ignoring a proven game plan The latest from the Globe's business commentary, by Andrew Willis:
www.theglobeandmail.com/business/com...
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Opinion: After failing to find a buyer, H&R REIT seems intent on ignoring a proven game plan
Property owner has all but guaranteed investors will crank up a campaign for change
https://www.theglobeandmail.com/business/commentary/article-hr-reit-game-plan-strategic-review-buyer-real-estate/
about 2 months ago
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I wrote the Globe and Mail's Business Brief newsletter today: Business Brief: A sacrifice budget without sacrifice
www.theglobeandmail.com/business/art...
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Business Brief: A sacrifice budget without sacrifice
Also in todayâs edition: Why markets have been facing upheavals with puzzling ease
https://www.theglobeandmail.com/business/article-business-brief-a-sacrifice-budget-without-sacrifice/
about 2 months ago
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My latest in the Globe and Mail: What will you sacrifice for Carney and country?
www.theglobeandmail.com/business/com...
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Opinion: What will you sacrifice for Carney and country?
In the first of a relaunched âProsperityâs Pathâ series, we discuss the word of the season, âsacrifice.â How can Canada pay for todayâs spending today, so our children wonât have to tomorrow?
https://www.theglobeandmail.com/business/commentary/article-prosperitys-path-what-will-you-sacrifice-for-carney-and-country/
about 2 months ago
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Warren Buffettâs words are a warm hug in a harsh world The latest from the Globe's business commentary, by Gus Carlson:
www.theglobeandmail.com/business/com...
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Opinion: Warren Buffettâs words are a warm hug in a harsh world
In his final letter to Berkshire Hathaway shareholders, the 95-year-old offers advice on investing and, even more importantly, living
https://www.theglobeandmail.com/business/commentary/article-warren-buffetts-words-are-a-warm-hug-in-a-harsh-world/
about 2 months ago
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Our governments are willfully blind to the financial fentanyl that is online gambling The latest from the Globe's business commentary, by John Turley-Ewart:
www.theglobeandmail.com/business/com...
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Opinion: Our governments are willfully blind to the financial fentanyl that is online gambling
Insolvencies are up sharply, and thereâs growing evidence that gambling is partly to blame
https://www.theglobeandmail.com/business/commentary/article-online-gambling-governments-willfully-blind-financial-fentanyl/
about 2 months ago
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