Ethan Lou
@ethanlou.bsky.social
đ€ 3735
đ„ 49
đ 1407
Opinion editor in the Globe and Mail's business section. Pitch me:
[email protected]
.
Trumpâs Iran mess festers, and the world economy slouches toward crisis The latest from the Globe's business commentary, by John Rapley:
www.theglobeandmail.com/business/com...
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Opinion: Trumpâs Iran mess festers, and the world economy slouches toward crisis
If this standoff continues and oil prices shoot up, the damage will get much worse
https://www.theglobeandmail.com/business/commentary/article-trump-iran-mess-festers-oil-economy-crisis/
about 6 hours ago
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Honda is giving up its Ontario EV plant. It may be time to court the Chinese The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: Honda is giving up its Ontario EV plant. It may be time to court the Chinese
There is no reason to think the worst is over for Canadian auto industry as long as Trump is U.S. President
https://www.theglobeandmail.com/business/commentary/article-honda-is-giving-up-its-ontario-ev-plant-it-may-be-time-to-court-the/
about 8 hours ago
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Markets keep hitting highs â and nobodyâs sure why. What to do with your portfolio The latest from the Globe's business commentary, by Tom Bradley:
www.theglobeandmail.com/investing/in...
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Markets keep hitting highs â and nobodyâs sure why. What to do with your portfolio
Whether you understand it or not, take advantage of what strong markets have to give
https://www.theglobeandmail.com/investing/investment-ideas/article-markets-keep-hitting-highs-and-nobodys-sure-why-what-to-do-with-your/
about 8 hours ago
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Big Loblaw stretches its tentacles, on track to become Canadaâs grocery landlord The latest from the Globe's business commentary, by Rachel Wasserman, Keldon Bester:
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Opinion: Big Loblaw stretches its tentacles, on track to become Canadaâs grocery landlord
While we often think about grocery competition in terms of price and variety, real estate is the real core
https://www.theglobeandmail.com/business/commentary/article-big-loblaw-stretches-its-tentacles-on-track-to-become-canadas-grocery/
about 20 hours ago
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The weapon that can reopen the Strait of Hormuz? Itâs the economy, stupid The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: The weapon that can reopen the Strait of Hormuz? Itâs the economy, stupid
The Iranian blockade hurts the global economy and the economies of the Gulf states. But the U.S. counterblockade hurts Iran more
https://www.theglobeandmail.com/business/commentary/article-the-weapon-that-can-reopen-the-strait-of-hormuz-its-the-economy-stupid/
about 20 hours ago
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Haunted by tragedy, new condo at site of deadly Florida collapse finds no buyers The latest from the Globe's business commentary, by Gus Carlson:
www.theglobeandmail.com/business/com...
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Opinion: Haunted by tragedy, new condo at site of deadly Florida collapse finds no buyers
It remains uncertain whether spooked buyers will move beyond Champlain Towers Southâs tragic past
https://www.theglobeandmail.com/business/commentary/article-haunted-by-tragedy-new-condo-at-site-of-deadly-florida-collapse-finds/
1 day ago
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To build big, Canada must do more to spur Indigenous participation The latest from the Globe's business commentary, by Lawrence Schembri:
www.theglobeandmail.com/business/com...
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Opinion: To build big, Canada must do more to spur Indigenous participation
More major projects will become a reality if Indigenous communities have access to sufficient financing
https://www.theglobeandmail.com/business/commentary/article-to-build-big-canada-must-do-more-to-spur-indigenous-participation/
2 days ago
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The one-word answer to the stock marketâs biggest mysteries The latest from the Globe's business commentary, by Tim Shufelt:
www.theglobeandmail.com/investing/ma...
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The one-word answer to the stock marketâs biggest mysteries
Corporate America is raking in astonishing amounts of money, despite all the bad news
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-stock-market-mysteries-investing-advice/
2 days ago
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Albertaâs separatism fire may pave the way for a better immigration system The latest from the Globe's business commentary, by Christopher Worswick:
www.theglobeandmail.com/business/com...
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Opinion: Albertaâs separatism fire may pave the way for a better immigration system
Giving a province more control over immigration is not as radical as it might seem
https://www.theglobeandmail.com/business/commentary/article-albertas-separatism-fire-may-pave-the-way-for-a-better-immigration/
2 days ago
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AI products are defective and dangerous. Why are we using them at all? The latest from the Globe's business commentary, by Vass Bednar:
www.theglobeandmail.com/business/com...
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Opinion: AI products are defective and dangerous. Why are we using them at all?
In our pursuit of productivity we have waived the most basic requirements of safety and accountability
https://www.theglobeandmail.com/business/commentary/article-ai-products-are-defective-and-dangerous-why-are-we-using-them-at-all/
2 days ago
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This is my regular callout for pitches for the Globe and Mail's business opinion section. Pitch me at
[email protected]
. For reference, these are the pieces that have run in my section:
www.theglobeandmail.com/business/com...
.
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Business Opinion
The Globe and Mail offers the most authoritative business news in Canada, featuring columnists who give their take on the world of business
https://www.theglobeandmail.com/business/commentary/
3 days ago
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The front page of the Globe and Mail for Wednesday, May 6, 2026:
3 days ago
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Canada built the foundation of AI. Now letâs own what comes next The latest from the Globe's business commentary, by :
www.theglobeandmail.com/business/com...
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Opinion: Canada built the foundation of AI. Now letâs own what comes next
Canada can help build the open and trustworthy AI ecosystem the world actually needs
https://www.theglobeandmail.com/business/commentary/article-ai-artificial-intelligence-tech/
3 days ago
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The Iran war, the Saudisâ bold bet and why Canada needs a new pipeline The latest from the Globe's business commentary, by Jackie Forrest:
www.theglobeandmail.com/business/com...
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Opinion: The Iran war, the Saudisâ bold bet and why Canada needs a new pipeline
Saudi Arabiaâs bet on an east-west pipeline is proof strategic assets are an imperative, not a luxury
https://www.theglobeandmail.com/business/commentary/article-the-iran-war-the-saudis-bold-bet-and-why-canada-needs-a-new-pipeline/
3 days ago
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Ottawaâs plan to lower CPP premiums today may be regretted tomorrow The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: Ottawaâs plan to lower CPP premiums today may be regretted tomorrow
The CPP base premium will be lowered from 9.9 per cent to 9.5 per cent as of 2027, which would be the first premium cut in CPP history
https://www.theglobeandmail.com/business/commentary/article-ottawas-plan-to-lower-cpp-premiums-today-may-be-regretted-tomorrow/
4 days ago
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Everyone thinks AI is coming for peopleâs jobs â just not their own The latest from the Globe's business commentary, by Paul Glavin, Scott Schieman, Alexander Wilson:
www.theglobeandmail.com/business/com...
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Opinion: Everyone thinks AI is coming for peopleâs jobs â just not their own
Workers vulnerable to cuts should beware of the power of perception
https://www.theglobeandmail.com/business/commentary/article-everyone-thinks-ai-is-coming-for-peoples-jobs-just-not-their-own/
4 days ago
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Prediction markets are a great innovation. Letâs not be so hasty to bash them The latest from the Globe's business commentary, by Atul Tiwari:
www.theglobeandmail.com/business/com...
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Opinion: Prediction markets are a great innovation. Letâs not be so hasty to bash them
Properly designed prediction markets are not simply speculative products. They are tools for generating real-time, actionable information
https://www.theglobeandmail.com/business/commentary/article-prediction-markets-polymarket-kalshi-betting-gambling/
5 days ago
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Our pension funds must be sovereign wealth funds, too â even if pensioners take a hit The latest from the Globe's business commentary, by John Rapley:
www.theglobeandmail.com/business/com...
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Opinion: Our pension funds must be sovereign wealth funds, too â even if pensioners take a hit
For too long, Canada has taken future wealth and redistributed it to the present. Pension funds can help reverse this
https://www.theglobeandmail.com/business/commentary/article-our-pension-funds-must-be-sovereign-wealth-funds-too-even-if/
5 days ago
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Amber Kanwarâs Weekly Setup: What to watch out for in this weekâs earnings bonanza 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 to watch out for in this weekâs earnings bonanza
There are 99 companies on the S&P/TSX Composite Index reporting and 128 on the S&P 500
https://www.theglobeandmail.com/investing/article-amber-kanwars-weekly-setup-what-to-watch-out-for-in-this-weeks/
5 days ago
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Should a buying a car saddle you with crippling debt? The latest from the Globe's business commentary, by John Turley-Ewart:
www.theglobeandmail.com/business/com...
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Opinion: Should a buying a car saddle you with crippling debt?
Too many Canadians are compounding their vehicle loans by upgrading too soon
https://www.theglobeandmail.com/business/commentary/article-should-a-buying-a-car-saddle-you-with-crippling-debt/
5 days ago
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A modest proposal for the institutions that run our economy The latest from the Globe's business commentary, by Laurence B. Mussio:
www.theglobeandmail.com/business/com...
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Opinion: A modest proposal for the institutions that run our economy
The major financial institutions, the major pension funds, the anchor foundations each hold capital they could deploy in Canada and have not
https://www.theglobeandmail.com/business/commentary/article-a-modest-proposal-for-the-institutions-that-run-our-economy/
7 days ago
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Global food crisis? Not just yet but food inflation is coming as Strait of Hormuz stays closed The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: Global food crisis? Not just yet but food inflation is coming as Strait of Hormuz stays closed
Voters in the U.S. midterms may retaliate against rising grocery costs
https://www.theglobeandmail.com/business/commentary/article-global-food-crisis-not-just-yet-but-food-inflation-is-coming-as-strait/
8 days ago
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Modernizing Old Age Security would free billions for Ottawa to address affordability The latest from the Globe's business commentary, by Paul Kershaw:
www.theglobeandmail.com/investing/pe...
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Modernizing Old Age Security would free billions for Ottawa to address affordability
The Carney government missed a golden opportunity to deliver major improvements to affordability and income security
https://www.theglobeandmail.com/investing/personal-finance/young-money/article-modernizing-old-age-security-would-free-billions-for-ottawa-to-address/
8 days ago
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How selling off Canadaâs airports could build tens of billions of dollars of public transit The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: How selling off Canadaâs airports could build tens of billions of dollars of public transit
The federal government should tap into potential investment funds by leveraging its 23 airports
https://www.theglobeandmail.com/business/commentary/article-airports-privatize-public-transit-pearson/
8 days ago
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Carneyâs grand vision is matched only by the small-mindedness of Ottawaâs bureaucracy The latest from the Globe's business commentary, by Eugene Lang, Brigid Waddingham:
www.theglobeandmail.com/business/com...
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Opinion: Carneyâs grand vision is matched only by the small-mindedness of Ottawaâs bureaucracy
The Prime Ministerâs plan runs into three deeply embedded cultural barriers in the federal bureaucracy tasked with its implementation
https://www.theglobeandmail.com/business/commentary/article-carneys-grand-vision-is-matched-only-by-the-small-mindedness-of/
8 days ago
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Mamdani shoots own foot as he bites the Big Finance hand that feeds New York The latest from the Globe's business commentary, by Gus Carlson:
www.theglobeandmail.com/business/com...
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Opinion: Mamdani shoots own foot as he bites the Big Finance hand that feeds New York
The mayor targeted Citadel LLC founder Ken Griffin as an example of a billionaire who should be tagged with the cityâs proposed new pied-Ă -terre tax
https://www.theglobeandmail.com/business/commentary/article-mamdani-shoots-own-foot-as-he-bites-the-big-finance-hand-that-feeds/
8 days ago
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Will Canada choose oil and bondage to the U.S., or forge our own destiny? The latest from the Globe's business commentary, by John Rapley:
www.theglobeandmail.com/business/com...
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Opinion: Will Canada choose oil and bondage to the U.S., or forge our own destiny?
As our southern neighbour moves toward becoming a petrostate, Canada must reckon with having an even less diversified economy
https://www.theglobeandmail.com/business/commentary/article-will-canada-choose-oil-and-bondage-to-the-us-or-forge-our-own-destiny/
9 days ago
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Should debt-ridden Canada really be borrowing $25-billion to invest more? The latest from the Globe's business commentary, by Christopher Collins:
www.theglobeandmail.com/business/com...
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Opinion: Should debt-ridden Canada really be borrowing $25-billion to invest more?
The strategic logic behind the Canada Strong Fund is sound, but the fiscal logic deserves discussion
https://www.theglobeandmail.com/business/commentary/article-canada-strong-fund-strategy-borrow-25-billion/
9 days ago
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With war, trade woes and a shrinking population, the Bank of Canada was right to hold rates The latest from the Globe's business commentary, by Jeremy Kronick , Steve Ambler:
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Opinion: With war, trade woes and a shrinking population, the Bank of Canada was right to hold rates
The central bankâs mandate is to keep inflation stable and predictable; its primary tool is adjusting the policy interest rate
https://www.theglobeandmail.com/business/commentary/article-war-trade-woes-shrinking-population-bank-of-canada-rates/
10 days ago
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The front page of the Globe and Mail for Wednesday, Apr 29, 2026:
10 days ago
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Whither the future of the ESG movement? The latest from the Globe's business commentary, by Edward Waitzer:
www.theglobeandmail.com/business/com...
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Opinion: Whither the future of the ESG movement?
Anti-ESG investing sentiment in the U.S. has slowed corporate social responsibility initiatives in Canada
https://www.theglobeandmail.com/business/commentary/article-whither-the-future-of-the-esg-movement/
10 days ago
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The takeaway from the spring fiscal update? Your answer will have to wait until the fall budget The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: The takeaway from the spring fiscal update? Your answer will have to wait until the fall budget
Carney came into office reciting a mantra about Ottawa spending less to invest more, thatâs not exactly what heâs been doing
https://www.theglobeandmail.com/business/commentary/article-the-takeaway-from-the-spring-fiscal-update-your-answer-will-have-to/
10 days ago
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Behold, the decline of the OPEC and the twilight of the Arab oil age The latest from the Globe's business commentary, by Rashid Husain Syed:
www.theglobeandmail.com/business/com...
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Opinion: Behold, the decline of the OPEC and the twilight of the Arab oil age
A geopolitical paradigm shift is taking place in the region
https://www.theglobeandmail.com/business/commentary/article-behold-the-decline-of-the-opec-and-the-twilight-of-the-arab-oil-age/
10 days ago
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The UAEâs exit from OPEC marks a big blow to oil cartelâs price-setting power. Will Venezuela be next out the door? The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: The UAEâs exit from OPEC marks a big blow to oil cartelâs price-setting power. Will Venezuela be next out the door?
You can bet if Donald Trump wants Venezuela to bolt from OPEC, it will happen
https://www.theglobeandmail.com/business/commentary/article-uae-exit-opec-venezuela/
10 days ago
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Mark Carneyâs biggest economic challenge: Canadaâs catastrophic investment deficit The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: Mark Carneyâs biggest economic challenge: Canadaâs catastrophic investment deficit
Over the decade, Canadaâs GDP per capita rose by just 0.5 per cent a year â the worst performance since the Great Depression
https://www.theglobeandmail.com/business/commentary/article-mark-carneys-biggest-economic-challenge-canadas-catastrophic/
11 days ago
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To make the Canada Strong Fund work, look to Quebecâs example, not Norwayâs The latest from the Globe's business commentary, by Andrew Willis:
www.theglobeandmail.com/business/com...
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Opinion: To make the Canada Strong Fund work, look to Quebecâs example, not Norwayâs
If the new fund can match what the Caisse has done over 60 years, Carney just made a generational investment
https://www.theglobeandmail.com/business/commentary/article-canada-strong-fund-carney-norway-quebec/
11 days ago
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A sovereign wealth fund with more questions than answers The latest from the Globe's business commentary, by Matthew Bianco, Elena Mantagaris:
www.theglobeandmail.com/business/com...
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Opinion: A sovereign wealth fund with more questions than answers
The fundâs purpose should be to act as a catalyst for private-sector investments, rather than seeking to be the sole or primary investor in uneconomic projects
https://www.theglobeandmail.com/business/commentary/article-a-sovereign-wealth-fund-with-more-questions-than-answers/
11 days ago
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On the economy, Carney remains committed to the Trudeau playbook The latest from the Globe's business commentary, by Jake Fuss:
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Opinion: On the economy, Carney remains committed to the Trudeau playbook
Maintaining the status quo will only burden future generations with a rising bill while likely producing similar dismal economic results
https://www.theglobeandmail.com/business/commentary/article-on-the-economy-carney-remains-committed-to-the-trudeau-playbook/
11 days ago
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OSFI is where small entrepreneursâ big dreams go to die The latest from the Globe's business commentary, by John Turley-Ewart:
www.theglobeandmail.com/business/com...
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Opinion: OSFI is where small entrepreneursâ big dreams go to die
While designed to safeguard the banking system, OSFIâs risk-focused approach is facing scrutiny for its impact on lending to SMEs seeking to grow and expand
https://www.theglobeandmail.com/business/commentary/article-osfi-is-where-small-entrepreneurs-big-dreams-go-to-die/
12 days ago
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Amber Kanwarâs Weekly Setup: Interest-rate decisions, earnings from Air Canada and big tech The latest from the Globe's business commentary, by Amber Kanwar:
www.theglobeandmail.com/investing/ar...
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Amber Kanwarâs Weekly Setup: Interest-rate decisions, earnings from Air Canada and big tech
Plus, five of the seven so-called Magnificent Seven stocks are set to report this week
https://www.theglobeandmail.com/investing/article-amber-kanwars-weekly-setup-interest-rate-decisions-earnings-from-air/
12 days ago
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The EU is overhauling its competition policies, but a big-is-best credo is no gift to consumers The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: The EU is overhauling its competition policies, but a big-is-best credo is no gift to consumers
Despite its wealth, superb universities and sheer size, the worldâs biggest trading bloc is an innovation and creativity backwater
https://www.theglobeandmail.com/business/commentary/article-eu-overhauling-competition-policies-consumers/
14 days ago
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High-speed rail is the right idea, done wrong The latest from the Globe's business commentary, by John Rapley:
www.theglobeandmail.com/business/com...
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Opinion: High-speed rail is the right idea, done wrong
It looks like an engineerâs dream. But urban planners and economists, concerned instead with what the economy requires, might like a word
https://www.theglobeandmail.com/business/commentary/article-high-speed-rail-is-the-right-idea-done-wrong/
14 days ago
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Apple bets on product guy, not âbean counter,â to redefine it for the AI era The latest from the Globe's business commentary, by Gus Carlson:
www.theglobeandmail.com/business/com...
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Opinion: Apple bets on product guy, not âbean counter,â to redefine it for the AI era
But it remains to be seen if new CEO can adapt the company to a changing world
https://www.theglobeandmail.com/business/commentary/article-apple-bets-on-product-guy-to-redefine-it-for-the-ai-era/
15 days ago
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What Iran has taught Canada about negotiating with Trump The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: What Iran has taught Canada about negotiating with Trump
The only thing Trump disrespects more than a country that doesnât give in to his demands is a country that does
https://www.theglobeandmail.com/business/commentary/article-iran-war-trump-carney-trade-usmca-negotiation/
15 days ago
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The front page of the Globe and Mail for Thursday, Apr 23, 2026:
16 days ago
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Could AI poison the stock market? The latest from the Globe's business commentary, by Chris Gay:
www.theglobeandmail.com/business/com...
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Opinion: Could AI poison the stock market?
While bad actors have long sought to manipulate markets, the relentless advance of AI poses a whole new level of risk
https://www.theglobeandmail.com/business/commentary/article-ai-poison-stock-market-manipulation-spoofing-pinging/
16 days ago
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Fiscal fantasy: Believe it or not, fiscal reality hasnât gone away The latest from the Globe's business commentary, by Don Drummond, William B.P. Robson, Alexandre Laurin:
www.theglobeandmail.com/business/com...
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Opinion: Fiscal fantasy: Believe it or not, fiscal reality hasnât gone away
Governments continue to undermine growth and living standards by running deficits and projecting rising debt ratios
https://www.theglobeandmail.com/business/commentary/article-deficit-budget-fiscal-sanity-debt/
16 days ago
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Mark Carney, the banker for all seasons The latest from the Globe's business commentary, by John Turley-Ewart:
www.theglobeandmail.com/business/com...
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Opinion: Mark Carney, the banker for all seasons
Relationship building skills Carney developed as a banker have been on full display since he became Prime Minister
https://www.theglobeandmail.com/business/commentary/article-mark-carney-banker-all-seasons-pm/
17 days ago
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The future of AI will be decided by trust, not speed The latest from the Globe's business commentary, by Steve Hasker:
www.theglobeandmail.com/business/com...
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Opinion: The future of AI will be decided by trust, not speed
In high-stakes professions, AI systems must deliver verifiable, defensible outcomes - or risk creating more liability than value
https://www.theglobeandmail.com/business/commentary/article-future-of-ai-decided-by-trust-not-speed/
17 days ago
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The front page of the Globe and Mail for Tuesday, Apr 21, 2026:
18 days ago
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