The European Central Bank (ECB) has rattled markets with a paragraph in its latest minutes noting that its forward guidance is likely be changed along "various dimensions" early this year. In particul ...More
EJ Insight2018-01-31
The frothier elements of global equity markets ‒ mainly technology and emerging markets stocks ‒ will probably enter a period of consolidation in December. While the medium-term outlook remains solid, ...More
EJ Insight2017-12-11
不明朗因素繼續困擾英國脫歐和其經濟前景。在正式脫離歐盟前,英國首相文翠珊於11月6日再次確定時間表,並表示有關 ...全文
今日信報理財投資宏觀灼見Karsten Junius2017年12月04日
Debt-to-GDP ratios among euro area members have diverged since the financial crisis. However, for most countries interest expenses fell. This is a key risk to budget deficits if bond yields increase. ...More
EJ Insight2017-10-23
The euro has continued the upward trend that started with European Central Bank President Mario Draghi’s speech in Sintra, Portugal. Its momentum gained strength following the July ECB meeting, in whi ...More
EJ Insight2017-09-18
The major headline for the market from the ECB minutes was the comment about the euro exchange rate. The ECB’s comment suggests it was fine with a EUR/USD exchange rate rising to 1.15. However, since ...More
EJ Insight2017-08-24