在我2010年的著作《危機經濟學》(Crisis Economics),我沒有像Nassim Nicholas ...全文
名家論壇Project Syndicate2020年02月24日
In my 2010 book, Crisis Economics, I defined financial crises not as the “black swan” events that Nassim Nicholas Taleb described in his eponymous bestseller, but as “white swans.” According to Taleb, ...More
EJ Insight2020-02-18
近期,美國跟中國達成防止雙邊貿易戰進一步升級的「第一階段」協定,這消息令金融市場歡欣鼓舞。但實際上,這幾乎沒任 ...全文
今日信報時事評論Nouriel Roubini2020年01月04日
Financial markets were cheered recently by the news that the United States and China have reached a “phase one” deal to prevent further escalation of their bilateral trade war. But there is actually v ...More
EJ Insight2019-12-24
今年5月和8月份,中美貿易及科技衝突升級,導致股市持續震盪,債券收益率跌至歷史低位,但這一切都已成過去,金融市 ...全文
This past May and August, escalations in the trade and technology conflict between the United States and China rattled stock markets and pushed bond yields to historic lows. But that was then: since t ...More
EJ Insight2019-11-21
10月的國際貨幣基金組織(IMF)年會可謂烏雲密布。全球經濟發生了同步減速,任何尾部風險都有可能引發全面衰退。 ...全文
名家論壇Project Syndicate2019年11月04日
Perhaps it is blockchain’s early associations with libertarian ideologies that tends to give it a sense of utopian promise. Or it could be its potential to change the ways industries and services work ...More
EJ Insight2019-10-31
A cloud of gloom hovered over the International Monetary Fund’s annual meeting this month. With the global economy experiencing a synchronized slowdown, any number of tail risks could bring on an outr ...More
EJ Insight2019-10-29
在經典的「懦夫」遊戲中,兩名車手開車直接衝向對方,而第一個突然轉向躲開的人就是「輸家」。如果雙方都不躲閃,那麼 ...全文
名家論壇Project Syndicate2019年09月25日
In the classic game of “chicken,” two drivers race directly toward each other, and the first to swerve is the “loser.” If neither swerves, both will probably die. In the past, such scenarios have been ...More
EJ Insight2019-09-25
踏入9月,美國人享受勞動節長周末後,莘莘學子迎接新學年,面對新挑戰;成年人則重返工作崗位,而管理投資算是「工作 ...全文
今日信報理財投資前沿思考John Mauldin2019年09月05日
三大負面供給衝擊(Supply Shocks)可能會在2020年引發全球性衰退,而這些衝擊反映了一些影響國際關 ...全文
There are three negative supply shocks that could trigger a global recession by 2020. All of them reflect political factors affecting international relations, two involve China, and the United States ...More
EJ Insight2019-08-23
每個文明國家都會嚴格監管金融體系,這是有其理由。畢竟,2008年全球金融危機主要原因便是金融監管不力。騙子、罪 ...全文
名家論壇Project Syndicate2019年07月23日
There is a good reason why every civilized country in the world tightly regulates its financial system. The 2008 global financial crisis, after all, was largely the result of rolling back financial re ...More
EJ Insight2019-07-17