... required reserve ratios for banks points to a sharp acceleration in real M1 growth in the months ahead. The model is far from perfect and there are of course other intermediary non-monetary factors s ...More
EJ Insight2020-06-30
... e Federal Reserve stimulus programmes have supported credit markets in both the investment-grade and high-yield space. On the more defensive side, we favour areas like high-quality investment-grade, U ...More
EJ Insight2020-06-29
... in global reserve currency, the US plays a major part in mobilizing and allocating the world’s investible funds, especially at a time when the Federal Reserve is intervening heavily in global financia ...More
EJ Insight2020-06-24
... e Federal Reserve has included fallen angels in its corporate bond-buying programme, which helps support this asset class. Start thinking about the laggards Cyclical sectors (parts of energy, financia ...More
EJ Insight2020-06-01
... S Federal Reserve has unleashed unprecedented monetary loosening – expanding its balance sheet by nearly $3 trillion as of mid-May – the People’s Bank of China has not followed suit, preferring to pre ...More
EJ Insight2020-05-29
... 》（Federal Reserve Act）設下的規限，讓財政部得以直接出售證券予聯儲局，才能把資產變為法定貨 ...全文
今日信報理財投資前沿思考John Mauldin2020年05月02日
... S Federal Reserve launched its first quantitative-easing program in 2008, it took the European Central Bank another seven years finally to expand its balance sheet and start its own QE program. This t ...More
EJ Insight2020-04-28
... reducing reserve requirement ratios for banks. Despite these moves, the PBoC has been relatively measured in its approach to the COVID-19 crisis, and therefore still has space to loosen monetary poli ...More
EJ Insight2020-04-27
... S Federal Reserve and the European Central Bank have taken such strong action to repress. This increases the chances of reverse-contamination from the financial sector to the real economy. The scale o ...More
EJ Insight2020-04-16
... 統（Federal Reserve System）在——雖然這個系統於1913年才建立，但人們卻認為該系統消除 ...全文
名家論壇Project Syndicate2020年04月03日
... （dividend reserve），即使投資組合內有個別基金暫停派息，亦可動用儲備，定期向投資者派發回報，儲 ...全文
The Reserve Bank of India (RBI) slashed interest rates in an emergency move on Friday to counter the economic fallout from the coronavirus pandemic. The central bank lowered the benchmark repo rate by ...More
EJ Insight2020-03-27
... S Federal Reserve has expanded its cross-border swap lines to address the massive dollar liquidity shortage in global markets, but we now need more facilities to encourage banks to lend to illiquid bu ...More
EJ Insight2020-03-25
... e Federal Reserve in recent days, including purchase of corporate bonds and announcing that the US central bank will make direct loans to companies. King Lip, chief investment strategist at Baker Aven ...More
EJ Insight2020-03-25
... e Federal Reserve announced last week that it was launching a new dollar funding facility for nine central banks to ease a global dollar crunch, Reuters reported. Also, two Republican US senators came ...More
EJ Insight2020-03-24
The US Federal Reserve rolled out an extraordinary array of programs to backstop an economy reeling from the impact of the coronavirus outbreak, Reuters reports. For the first time, the Fed will back ...More
EJ Insight2020-03-24
