過去數周，先進經濟體、中國及部分亞洲國家或地區的活動數據出乎意料地好轉。溫和的天氣及大幅度季節性調整，在歐洲和 ...全文
今日信報理財投資宏觀灼見Karsten Junius2023年03月20日
經過1月份短暫的稍微平靜之後，發達市場利率波動性再次回升。核心通脹數字普遍令人失望，經濟數據優於預期，清除了經 ...全文
今日信報理財投資宏觀分析Karsten Junius2023年03月06日
After a brief period of relative calm in January, volatility of rates in developed markets has again started to pick up. Core inflation numbers have generally disappointed and economic data have held ...More
EJ Insight2023-03-01
儘管美國就業市場強勁及當地宏觀經濟勢頭略有改善，但我們對外滙的觀點並無重大改變，認為美元疲弱的情況將於本年大部 ...全文
今日信報理財投資滙金商品Karsten Junius2023年02月18日
日本央行在1月18日宣布維持孳息率曲線控制（YCC, Yield Curve Control）政策不變的舉措， ...全文
今日信報理財投資滙金商品Karsten Junius2023年02月06日
The Bank of Japan (BoJ) surprised markets on Wednesday by keeping its Yield Curve Control (YCC) policy unchanged. The BoJ’s decision temporarily pushed Japanese government bond (JGB) yields lower and ...More
EJ Insight2023-01-31
美國去年11月的消費物價增長進一步放緩，按月及按年分別上升0.1%及7.1%（預期分別為0.3%及7.3%）， ...全文
今日信報理財投資宏觀分析Karsten Junius2023年01月07日
With 0.1% versus an expected 0.3% mom and 7.1% versus an expected 7.3% yoy, US consumer prices growth slowed further in November, surprising once again to the downside. Following the release of the nu ...More
EJ Insight2022-12-30
We have shown how inflation has helped earnings outpace margin expansions over the past 1.5 years. This process has started to reverse. With margins starting to decline from record highs, disinflation ...More
EJ Insight2022-11-23
The ECB has been forced to frontload monetary tightening to prevent inflation expectations from becoming unanchored even if this means pushing the euro area into recession. They understand that it is ...More
EJ Insight2022-10-26
