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Ethan Lou

@ethanlou.bsky.social
3.8K followers 49 following 1.8K posts

Opinion editor in the Globe and Mail's business section. Pitch me: elou@globeandmail.com.

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Ethan Lou @ethanlou.bsky.social · 8h
It’s time to unlock billions for Canadian charities. Here’s how The latest from the Globe's business commentary, by Ryan Beedie: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: It’s time to unlock billions for Canadian charities. Here’s how
Capital gains exemption for donations of public shares has been a Canadian success story, but that story was never finished
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Ethan Lou @ethanlou.bsky.social · 29/09/2026
Regulators deservedly get their knuckles rapped in review of Canada’s anti-money laundering regime The latest from the Globe's business commentary, by Rita Trichur: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Regulators deservedly get their knuckles rapped in review of Canada’s anti-money laundering regime
Rating their overall effectiveness as ‘moderate,’ FATF finds Canada’s efforts to fight financial crime had numerous supervisory shortcomings
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Ethan Lou @ethanlou.bsky.social · 29/09/2026
Ottawa must not abandon electric vehicles to align with Washington The latest from the Globe's business commentary, by Chris Severson-Baker, Adam Thorn: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Ottawa must not abandon electric vehicles to align with Washington
Canada should focus on building the EV market and a more robust auto sector
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Ethan Lou @ethanlou.bsky.social · 29/09/2026
Why Trumpenomics will outlive its author The latest from the Globe's business commentary, by Tony Keller: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Why Trumpenomics will outlive its author
Even if the Republican Party loses Congress in the midterms, U.S. President’s economic and trade policies will persist
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Ethan Lou @ethanlou.bsky.social · 29/09/2026
AI might run companies soon. Corporate boards beware The latest from the Globe's business commentary, by Douglas Sarro, Ed Waitzer: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: AI might run companies soon. Corporate boards beware
It will not be long until boards are using AI to gain broader and deeper visibility into corporate activities at lower cost and in real time
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Ethan Lou @ethanlou.bsky.social · 29/09/2026
OSC must be held accountable for Purpose greenwashing case The latest from the Globe's business commentary, by Andrew Willis: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: OSC must be held accountable for Purpose greenwashing case
Regulator spent enormous resources on an unwarranted action that it rightfully should lose
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Ethan Lou @ethanlou.bsky.social · 28/09/2026
To resist American domination, Canada must fix its failing tax system The latest from the Globe's business commentary, by Steve Suarez: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: To resist American domination, Canada must fix its failing tax system
As competition heats up, the country needs to use all the tools it can to develop an attractive environment for investment and growth
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Ethan Lou @ethanlou.bsky.social · 28/09/2026
Remote work is finally ending as the pandemic era fades The latest from the Globe's business commentary, by John Turley-Ewart: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Remote work is finally ending as the pandemic era fades
Employers want more of the spontaneous collaborative interaction that can only happen in the workplace
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Ethan Lou @ethanlou.bsky.social · 25/09/2026
The front page of the Globe and Mail for Friday, Sep 25, 2026:
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Ethan Lou @ethanlou.bsky.social · 25/09/2026
Put plainly, prediction markets are not for you The latest from the Globe's business commentary, by Charles Martineau, Marius Zoican: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Put plainly, prediction markets are not for you
After fees are accounted for, the average investor will lose money
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Ethan Lou @ethanlou.bsky.social · 25/09/2026
Donald Trump and the closing of the American mind The latest from the Globe's business commentary, by Tony Keller: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Donald Trump and the closing of the American mind
The fever in the U.S. may one day pass – whether Canada contracts it is up to us
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Ethan Lou @ethanlou.bsky.social · 25/09/2026
Trump’s position on Chinese autos is as clear as mud. That’s a problem, including for Canada The latest from the Globe's business commentary, by Rita Trichur: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Trump’s position on Chinese autos is as clear as mud. That’s a problem, including for Canada
U.S. automakers appear legitimately worried that the President could make them sacrificial lambs in his talks with Xi Jinping
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Ethan Lou @ethanlou.bsky.social · 24/09/2026
China and the U.S., the worst frenemies of the world economy The latest from the Globe's business commentary, by John Rapley: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: China and the U.S., the worst frenemies of the world economy
While they look like mirror opposites, both countries suffer from overinvestment and underconsumption, and how they resolve that imbalance creates trouble for the rest of us
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Ethan Lou @ethanlou.bsky.social · 23/09/2026
The dangers of letting AI agents do your shopping The latest from the Globe's business commentary, by Vass Bednar: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: The dangers of letting AI agents do your shopping
As AI agents become more prevelant in our everyday lives, some retailers are rewriting their terms of service so customers carry the cost of the agent’s mistakes
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Ethan Lou @ethanlou.bsky.social · 23/09/2026
The front page of the Globe and Mail for Wednesday, Sep 23, 2026:
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Ethan Lou @ethanlou.bsky.social · 23/09/2026
If you're waiting on an email response from me: Please accept my gratitude for your patience; you'd be doing me a favour if you follow up. (This is a regularly scheduled note and is not necessarily a suggestion that anyone is indeed waiting on a response from me.)
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Ethan Lou @ethanlou.bsky.social · 23/09/2026
SEC wants to get rid of shareholder proposals, setting another dangerous precedent for Canada The latest from the Globe's business commentary, by Rita Trichur: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: SEC wants to get rid of shareholder proposals, setting another dangerous precedent for Canada
U.S. regulator is censoring investors in order to shield companies from scrutiny
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Ethan Lou @ethanlou.bsky.social · 22/09/2026
Carney’s airport investment plan doesn’t go far enough in privatization The latest from the Globe's business commentary, by Jake Fuss, Alex Whalen: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Carney’s airport investment plan doesn’t go far enough in privatization
Canada’s airports will still lack incentives to compete, serve customer needs, lower costs and become more efficient
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Ethan Lou @ethanlou.bsky.social · 22/09/2026
Carney can change Canada’s policies, but who will change Canadians? The latest from the Globe's business commentary, by Brendan Frey: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Carney can change Canada’s policies, but who will change Canadians?
If Canada wants to produce world-leading companies, it’s time to trade politeness for scrappiness
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Ethan Lou @ethanlou.bsky.social · 22/09/2026
The front page of the Globe and Mail for Tuesday, Sep 22, 2026:
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Ethan Lou @ethanlou.bsky.social · 22/09/2026
Canadian airports can anchor a global infrastructure champion The latest from the Globe's business commentary, by Andrew Willis: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Canadian airports can anchor a global infrastructure champion
Ottawa decision to sell concessions in four major domestic hubs promises to be a win for passengers and taxpayers
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Ethan Lou @ethanlou.bsky.social · 22/09/2026
The upside of a European alternative to Trumpmerica, and the limits The latest from the Globe's business commentary, by Tony Keller: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: The upside of a European alternative to Trumpmerica, and the limits
Closer ties with Europe could help Canada reduce its reliance on the U.S., but decades of economic integration pose a challenge
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Ethan Lou @ethanlou.bsky.social · 22/09/2026
Canada wants closer EU ties. But we already have close EU ties – and they’re a mess The latest from the Globe's business commentary, by Lawrence Herman: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Canada wants closer EU ties. But we already have close EU ties – and they’re a mess
Canada’s trade deal with Europe remains unfinished, with barriers limiting its benefits for Canadian businesses
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Ethan Lou @ethanlou.bsky.social · 21/09/2026
The era of blind pursuit of stability over growth in Canadian banking is finally ending The latest from the Globe's business commentary, by John Turley-Ewart: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: The era of blind pursuit of stability over growth in Canadian banking is finally ending
Peter Routledge’s recent remarks are arguably the most important words to come from a Canadian bank supervisor in living memory
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Ethan Lou @ethanlou.bsky.social · 20/09/2026
Carney’s beautiful Euro vision must meet harsh reality The latest from the Globe's business commentary, by Achim Hurrelmann: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Carney’s beautiful Euro vision must meet harsh reality
While there are good symbolic and policy-related reasons to prioritize deeper ties with Europe, talk about ‘associate membership’ is much less compelling
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Ethan Lou @ethanlou.bsky.social · 19/09/2026
My latest in the Globe and Mail: China’s scared, too: Behind every power, domestic insecurity lurks www.theglobeandmail.com/opinion/arti...
theglobeandmail.com
Opinion: China’s scared, too: Behind every power, domestic insecurity lurks
Chinese President Xi Jinping is expected to visit Washington on Thursday, marking an era of global ascendancy for Beijing
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Ethan Lou @ethanlou.bsky.social · 18/09/2026
Carney did a lot this week, but it’s what he didn’t do that matters more The latest from the Globe's business commentary, by John Rapley: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Carney did a lot this week, but it’s what he didn’t do that matters more
While the housewarming party enabled the government to show off its new paint job, investors will still ask if it’s a home they’d want to live in
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Ethan Lou @ethanlou.bsky.social · 18/09/2026
The front page of the Globe and Mail for Friday, Sep 18, 2026:
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Ethan Lou @ethanlou.bsky.social · 18/09/2026
From Bay Street to Europe: Making sense of Mark Carney’s week of shock and awe The latest from the Globe's business commentary, by Tony Keller: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: From Bay Street to Europe: Making sense of Mark Carney’s week of shock and awe
The targets of Carney’s week of shock and awe were the two big challenges facing Canada: prosperity and sovereignty
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Ethan Lou @ethanlou.bsky.social · 18/09/2026
Don’t believe the calls for slower AI development will work. The juggernaut will keep rolling The latest from the Globe's business commentary, by Eric Reguly: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Don’t believe the calls for slower AI development will work. The juggernaut will keep rolling
The AI industry that dominates U.S. capital and investment markets is built to disrupt and go big
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Ethan Lou @ethanlou.bsky.social · 18/09/2026
Carney is pushing hard to diversify trade. But will businesses leap into foreign markets? The latest from the Globe's business commentary, by Rita Trichur: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Carney is pushing hard to diversify trade. But will businesses leap into foreign markets?
The reality is that Canadian companies must do the heavy lifting to achieve his stated goal of doubling non-U.S. exports by 2035
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Ethan Lou @ethanlou.bsky.social · 17/09/2026
The front page of the Globe and Mail for Thursday, Sep 17, 2026:
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Ethan Lou @ethanlou.bsky.social · 17/09/2026
In Strasbourg, a muted Carney reins in EU enthusiasm and gives no answers The latest from the Globe's business commentary, by Aaron Burnett: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: In Strasbourg, a muted Carney reins in EU enthusiasm and gives no answers
PM’s speech shows he understands what Canada brings to the table. What’s less clear are the asks he wishes to make of Europe in return
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Ethan Lou @ethanlou.bsky.social · 17/09/2026
The investment summit made the pitch, but the sale isn’t closed The latest from the Globe's business commentary, by William Robson, Mawakina Bafale: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: The investment summit made the pitch, but the sale isn’t closed
As attendees disperse, questions will arise about Ottawa’s ‘productivity mega deduction,’ and Carney will need answers
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Ethan Lou @ethanlou.bsky.social · 16/09/2026
Ottawa’s $1-trillion target for new investment is a big number that means everything and nothing The latest from the Globe's business commentary, by Danny Parys: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Ottawa’s $1-trillion target for new investment is a big number that means everything and nothing
The government’s strategy puts us at risk of selling off productive assets for little gain
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Ethan Lou @ethanlou.bsky.social · 16/09/2026
Carney’s ‘productivity mega deduction’ is a gamechanger for Canadian tax policy The latest from the Globe's business commentary, by Steve Suarez: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Carney’s ‘productivity mega deduction’ is a gamechanger for Canadian tax policy
Initiative will address Canada’s lagging productivity by reducing the after-tax cost of investment
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Ethan Lou @ethanlou.bsky.social · 16/09/2026
The front page of the Globe and Mail for Wednesday, Sep 16, 2026:
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Ethan Lou @ethanlou.bsky.social · 16/09/2026
As Canada invests and builds, is anyone keeping an eye on the piling debt? The latest from the Globe's business commentary, by Serge Dupont , Edward Greenspon: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: As Canada invests and builds, is anyone keeping an eye on the piling debt?
If we are to finance nation-building projects at the most affordable price, investors and lenders have to be clear on the country’s plan
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Ethan Lou @ethanlou.bsky.social · 16/09/2026
Canada must avoid a BRICS-like quandary as it forges stronger ties with Europe The latest from the Globe's business commentary, by Rita Trichur: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Canada must avoid a BRICS-like quandary as it forges stronger ties with Europe
Carney’s goal is to have a ‘unique alliance’ with the EU, but finding common ground is not always guaranteed
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Ethan Lou @ethanlou.bsky.social · 15/09/2026
AI tech bros are self-serving and slimy. But we must heed them anyway and pause development The latest from the Globe's business commentary, by Chris Gay: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: AI tech bros are self-serving and slimy. But we must heed them anyway and pause development
Even if their motives seem questionable, we should listen to their recent wave of warnings
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Ethan Lou @ethanlou.bsky.social · 15/09/2026
The front page of the Globe and Mail for Tuesday, Sep 15, 2026:
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Ethan Lou @ethanlou.bsky.social · 15/09/2026
Canada should get closer to the EU. But remember our history, and mind the gap The latest from the Globe's business commentary, by Tony Keller: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Canada should get closer to the EU. But remember our history, and mind the gap
What Canada had with the U.S. should be the model for a stronger Canada-Europe relationship. No less, but no more
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Ethan Lou @ethanlou.bsky.social · 14/09/2026
The investment summit is Canada’s opportunity to seize the day The latest from the Globe's business commentary, by John Graham: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: The investment summit is Canada’s opportunity to seize the day
Windows of opportunity do not stay open indefinitely. Capital moves, and Canada must move with it
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Ethan Lou @ethanlou.bsky.social · 14/09/2026
The front page of the Globe and Mail for Monday, Sep 14, 2026:
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Ethan Lou @ethanlou.bsky.social · 14/09/2026
We’re selling Canada to big foreign investors. Why not sell to Canadians, too? The latest from the Globe's business commentary, by Darcy Morris: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: We’re selling Canada to big foreign investors. Why not sell to Canadians, too?
If taxpayers help build an important business, they should have a reasonable chance to own it
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Ethan Lou @ethanlou.bsky.social · 14/09/2026
Why invest in Canada? Carney better have a good answer for everyone The latest from the Globe's business commentary, by John Turley-Ewart: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Why invest in Canada? Carney better have a good answer for everyone
For more than a decade, Ottawa hasn’t offered foreign or domestic investors a compelling reason for why they should invest in Canada
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Ethan Lou @ethanlou.bsky.social · 14/09/2026
‘Associate member’ of the EU? Why not, Canada? The latest from the Globe's business commentary, by Christopher Worswick: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: ‘Associate member’ of the EU? Why not, Canada?
Prime Minister Mark Carney should continue to pursue closer ties with the EU
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Ethan Lou @ethanlou.bsky.social · 12/09/2026
The front page of the Globe and Mail for Saturday, Sep 12, 2026:
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Ethan Lou @ethanlou.bsky.social · 12/09/2026
A periodic reminder that while this is a free country, and you can pitch me however you like, the best avenue is my Globe and Mail email, elou@globeandmail.com. That is because only my Globe email will have an out-of-office response if I'm not around.
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Ethan Lou @ethanlou.bsky.social · 12/09/2026
War, oil shock, debt and inflation: Four horsemen of the fall apocalypse The latest from the Globe's business commentary, by John Rapley: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: War, oil shock, debt and inflation: Four horsemen of the fall apocalypse
Frog-in-boiling-water scenario we’ve experienced has enabled us to build up more debt, send stock markets higher and run down our savings
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