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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 · 12h
Interest rates are rising. It’s not clear why. But soon something will break The latest from the Globe's business commentary, by John Rapley:
theglobeandmail.com
Opinion: Interest rates are rising. It’s not clear why. But soon something will break
Bonds already have broken, placing strong internal pressure on vulnerable governments
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Ethan Lou @ethanlou.bsky.social · 13h
France emerges as Europe’s new bond-market basket case, and Le Pen could make it worse The latest from the Globe's business commentary, by Eric Reguly:
theglobeandmail.com
Opinion: France emerges as Europe’s new bond-market basket case, and Le Pen could make it worse
Italian bond yields are tame, while in France the inevitable budget clashes are likely to rattle bond investors
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Ethan Lou @ethanlou.bsky.social · 18h
The front page of the Globe and Mail for Friday, Oct 9, 2026:
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Ethan Lou @ethanlou.bsky.social · 22h
Mark Carney has started fixing immigration. He needs to keep at it The latest from the Globe's business commentary, by Tony Keller:
theglobeandmail.com
Opinion: Mark Carney has started fixing immigration. He needs to keep at it
Immigration can benefit Canada, but a bit of course-correcting remains
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Ethan Lou @ethanlou.bsky.social · 22h
Alberta used AI to draft its whisky act, giving Canada’s legal community a buzz The latest from the Globe's business commentary, by Rita Trichur:
theglobeandmail.com
Opinion: Alberta used AI to draft its whisky act, giving Canada’s legal community a buzz
Use of AI is proof of the tech’s evolving potential, but governments must use it with a peg of prudence or risk finding themselves on the rocks
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Ethan Lou @ethanlou.bsky.social · 08/10/2026
The Iran oil shock should mean EV sales are surging – so why aren’t they? The latest from the Globe's business commentary, by Gus Carlson:
theglobeandmail.com
Opinion: The Iran oil shock should mean EV sales are surging – so why aren’t they?
High sticker prices, slow introduction of new models, and lack of charging infrastructure continue to dog the sector’s ability to take advantage
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Ethan Lou @ethanlou.bsky.social · 08/10/2026
Stephen Jarislowsky was a patriot and the Leonardo da Vinci of Canadian business The latest from the Globe's business commentary, by Joe Martin:
theglobeandmail.com
Opinion: Stephen Jarislowsky was a patriot and the Leonardo da Vinci of Canadian business
Businessman had a deep interest in corporate governance and looked to give his money away in an intelligent fashion
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Ethan Lou @ethanlou.bsky.social · 08/10/2026
The front page of the Globe and Mail for Thursday, Oct 8, 2026:
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Ethan Lou @ethanlou.bsky.social · 08/10/2026
Canada won the AI talent race, but we’re losing the infrastructure one The latest from the Globe's business commentary, by Sami Kibria, Abdullah Snobar:
theglobeandmail.com
Opinion: Canada won the AI talent race, but we’re losing the infrastructure one
Building more AI data centres is not enough if Canadians don’t have access to the technology’s powerful, evolving capabilities
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Ethan Lou @ethanlou.bsky.social · 08/10/2026
A private airport concession need not be the bogeyman some think it is The latest from the Globe's business commentary, by Jordan Eizenga, Tim Murphy:
theglobeandmail.com
Opinion: A private airport concession need not be the bogeyman some think it is
Canadians would be well served by focusing less on who owns the airport and more on how it is managed, contracted and regulated
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Ethan Lou @ethanlou.bsky.social · 08/10/2026
Spiralling chaos from the bond market will shake the world economy The latest from the Globe's business commentary, by David MacNicol:
theglobeandmail.com
Opinion: Spiralling chaos from the bond market will shake the world economy
Central banks face a difficult task – balancing fragile economic growth with elevated inflation
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Ethan Lou @ethanlou.bsky.social · 07/10/2026
The front page of the Globe and Mail for Wednesday, Oct 7, 2026:
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Ethan Lou @ethanlou.bsky.social · 07/10/2026
Brazil’s presidential election risks complicating Canada’s plans for trade diversification The latest from the Globe's business commentary, by Rita Trichur:
theglobeandmail.com
Opinion: Brazil’s presidential election risks complicating Canada’s plans for trade diversification
The Globe and Mail offers the most authoritative news in Canada, featuring national and international news
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Ethan Lou @ethanlou.bsky.social · 07/10/2026
AI companies must be held responsible for the hallucinations that bog down courts The latest from the Globe's business commentary, by Tom Macintosh Zheng:
theglobeandmail.com
Opinion: AI companies must be held responsible for the hallucinations that bog down courts
When a chatbot produces legal precedents or provides legal advice, its developers should be required to warn its users
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Ethan Lou @ethanlou.bsky.social · 06/10/2026
As Carney remakes defence procurement, he builds the plane as he flies The latest from the Globe's business commentary, by Siobhan Harty, Jeffrey F. Collins:
theglobeandmail.com
Opinion: As Carney remakes defence procurement, he builds the plane as he flies
If Bill C-40 becomes law, it will be the biggest change to Canada’s defence procurement landscape in 75 years
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Ethan Lou @ethanlou.bsky.social · 06/10/2026
This is my regular callout for pitches for the Globe and Mail's business opinion section. Pitch me at elou@globeandmail.com. For reference, these are the pieces that have run in my section: www.theglobeandmail.com/business/com....
theglobeandmail.com
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
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Ethan Lou @ethanlou.bsky.social · 06/10/2026
The front page of the Globe and Mail for Tuesday, Oct 6, 2026:
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Ethan Lou @ethanlou.bsky.social · 06/10/2026
The Canadian population decline that never happened, and what it means for immigration policy The latest from the Globe's business commentary, by Tony Keller: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: The Canadian population decline that never happened, and what it means for immigration policy
The latest Statscan figures show that the temporary population is dropping far more slowly than expected
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Ethan Lou @ethanlou.bsky.social · 06/10/2026
As Cenovus buys Athabasca, a new generation of oil patch takeover targets emerges The latest from the Globe's business commentary, by Andrew Willis: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: As Cenovus buys Athabasca, a new generation of oil patch takeover targets emerges
For investors with the fortitude to stay in the saddle through occasionally wild rides, analysts are highlighting the opportunity to invest in the next Athabasca
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Ethan Lou @ethanlou.bsky.social · 05/10/2026
The steel jobs may never come back. Ottawa should consider nationalizing Stelco The latest from the Globe's business commentary, by Nicolas Lamp: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: The steel jobs may never come back. Ottawa should consider nationalizing Stelco
All ideas should be on the table to protect jobs as steel workers are caught in the middle of trade tensions with the U.S.
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Ethan Lou @ethanlou.bsky.social · 05/10/2026
The front page of the Globe and Mail for Monday, Oct 5, 2026:
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Ethan Lou @ethanlou.bsky.social · 05/10/2026
How to get Canada’s pension funds to invest more in startups The latest from the Globe's business commentary, by Brett House: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: How to get Canada’s pension funds to invest more in startups
The country’s most promising companies end up seeking U.S. investment, increasing the chances they’ll relocate there
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Ethan Lou @ethanlou.bsky.social · 05/10/2026
Is it reasonable to be afraid about Big Tech’s ability to regulate AI? Yes The latest from the Globe's business commentary, by Gus Carlson: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Is it reasonable to be afraid about Big Tech’s ability to regulate AI? Yes
As concerns grow about the technology, so do the demands for guardrails and trustworthy oversight
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Ethan Lou @ethanlou.bsky.social · 03/10/2026
Are your ETFs a great product – or are you the product? The latest from the Globe's business commentary, by Atul Tiwari: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Are your ETFs a great product – or are you the product?
Exchange-traded funds democratized investing. Then the market changed
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Ethan Lou @ethanlou.bsky.social · 03/10/2026
Before AI can kill us the bubble will burst The latest from the Globe's business commentary, by John Rapley: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Before AI can kill us the bubble will burst
The funding model of the AI boom now resembles an elaborate Ponzi scheme, and it could already be approaching its limits
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Ethan Lou @ethanlou.bsky.social · 02/10/2026
The front page of the Globe and Mail for Friday, Oct 2, 2026:
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Ethan Lou @ethanlou.bsky.social · 02/10/2026
This was the week Canada stopped shooting its oil patch in the foot The latest from the Globe's business commentary, by Tony Keller: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: This was the week Canada stopped shooting its oil patch in the foot
We’re finally witnessing our country act with some sense of its own self-interest
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Ethan Lou @ethanlou.bsky.social · 02/10/2026
Is it really a good idea for the government to subsidize a pipeline? The latest from the Globe's business commentary, by Rachel Doran: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Is it really a good idea for the government to subsidize a pipeline?
Designating the West Coast pipeline as a project of national interest exposes a global reality: Fossil fuels haven’t just lost to clean energy – they’ve already lost
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Ethan Lou @ethanlou.bsky.social · 02/10/2026
Why a former FTC chairman is offering Canadians optimism despite Trump’s economic coercion The latest from the Globe's business commentary, by Rita Trichur: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: Why a former FTC chairman is offering Canadians optimism despite Trump’s economic coercion
William Kovacic believes that relationships between U.S. and Canadian institutions will endure because they were forged over decades
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Ethan Lou @ethanlou.bsky.social · 01/10/2026
The front page of the Globe and Mail for Thursday, Oct 1, 2026:
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Ethan Lou @ethanlou.bsky.social · 01/10/2026
The climate energy transition was a broken promise The latest from the Globe's business commentary, by Mac Van Wielingen: www.theglobeandmail.com/business/com...
theglobeandmail.com
Opinion: The climate energy transition was a broken promise
Climate action must be reshaped, reformed, and reset within an expanded hierarchy of national priorities
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Ethan Lou @ethanlou.bsky.social · 30/09/2026
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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