The FOMC has started to reduce the size of its balance sheet in June 2022 to complement the rate hiking cycle that had started two months earlier. Its primary objective was to remove excess liquidity ...More
EJ Insight2023-11-30
地緣政治緊張局勢刺激金價在10月份大幅反彈，使金價逼近每盎斯2000美元。值得注意的是，在金價飆升之前，黃金曾 ...全文
今日信報理財投資滙金商品Karsten Junius2023年11月27日
內地最新的採購經理指數（PMI）顯示，過去兩個月經濟活動的穩定性維持相對疲弱，國家統計局和財新製造業PMI均跌 ...全文
今日信報理財投資新興智見Karsten Junius2023年11月13日
Recent data from China has shown encouraging signs of further stabilisation. Last week’s Q3 GDP release beat expectations (4.9% vs. 4.5% consensus). GDP growth was supported by strong consumption, whi ...More
EJ Insight2023-11-02
歐羅兌美元滙率於9月跌至今年以來最低水平，但在貿易加權滙率方面則表現較好。原則上，歐羅在過去3個月表現疲弱，反 ...全文
今日信報理財投資𣾀金商品Karsten Junius2023年10月30日
美國聯儲局聯邦公開市場委員會（FOMC）在9月議息時把聯儲基金利率的目標區間，維持在廣泛接受的5.25厘至5. ...全文
今日信報理財投資宏觀分析Karsten Junius2023年10月16日
The FOMC kept the Fed funds target range at 5.25-5.50%, as widely accepted, maintained the tightening bias in its statement, and left the median dot for 2023 unchanged at 5.6% in its revised Summary o ...More
EJ Insight2023-09-25
過去數周，瑞士法郎兌歐羅維持強勢，而兌美元則有所放緩。瑞士法郎近期強勢，主要是由於美國通脹數據疲軟，以及歐羅區 ...全文
今日信報理財投資滙金商品Karsten Junius2023年09月04日
Over the past few weeks, the Swiss franc has maintained its strength against the euro, while easing somewhat against the US dollar. In our view, the currency’s recent strength is largely due to a comb ...More
EJ Insight2023-08-31
英國經濟走勢與歐羅區相似，表現出增長受壓及高通脹率，並可總結為滯脹（stagflationary）。由於預期加 ...全文
今日信報理財投資市場分析Karsten Junius2023年08月21日
The US Q2 earnings season is off to a solid start. After 35% of earnings reports, 71% of companies managed to beat pre-season consensus expectations, which would be the highest beat rate since Q2 2022 ...More
EJ Insight2023-08-02
