... e Federal Reserve in order to circumvent Congress would put the central bank in an untenable position. The debate has never been about debt; it is about power. If the Republicans sweep into power in 2 ...More
EJ Insight2023-05-30
... e Federal Reserve Board will confront a very problematic situation. The interest-rate outlook remains the elephant in the room. Right now, markets seem pretty convinced that most central banks are eit ...More
EJ Insight2023-05-18
... S Federal Reserve and the European Central Bank began hiking interest rates last year, developing economies worried about the adverse effects of monetary tightening and a strengthening dollar on the g ...More
EJ Insight2023-04-28
... 》（Federal Reserve Act），改正其功能及權力。 重組需時，筆者預期把全球債務重組的「大重置」 ...全文
今日信報理財投資前沿思考John Mauldin2023年04月28日
... foremost reserve currency and the associated structural demand for dollar funding, particularly among internationally operating banks and corporates. This means that the US dollar will benefit the mo ...More
EJ Insight2023-04-26
... ld’s main reserve currency. In a global economy where the US already is no longer as dominant as it once was, it is not optimal to have everyone else be so dependent on the American monetary system an ...More
EJ Insight2023-04-17
... S Federal Reserve (Fed), offering lifelines of liquidity. This will temporarily provide a lid on funding costs so that assets can be unwound with lesser damage to the banking sector balance sheets and ...More
EJ Insight2023-04-12
... S Federal Reserve started raising interest rates at a rapid clip last March, these bonds’ mark-to-market value declined, and the unrealized losses on SVB’s balance sheet rose. Although SVB had declare ...More
EJ Insight2023-03-31
... m Federal Reserve policy to geopolitics. What are the broader risks? Policymakers judged—correctly in our view—that while SVB’s risk management practices were an egregious outlier, its vulnerabilities ...More
EJ Insight2023-03-23
... de facto reserve currency. Growing international demand for dollars, he predicted, would force the US to run constant balance-of-payments deficits until investors inevitably lost confidence in the gr ...More
EJ Insight2023-03-21
... 行（Federal Reserve Bank of Atlanta）最新的Nowcast估計將按年增長2%。因 ...全文
今日信報理財投資宏觀灼見Karsten Junius2023年03月20日
... ILLS、KOKO RESERVE及KOKO ROSSO的向隅客，由即日起至4月10日，經中原地產再次入票認購 ...全文
... e Federal Reserve have duly stepped in to prevent more panic-driven bank runs, and to shore up the broader financial system where needed. For legislators, regulators, bank boards, and CEOs everywhere, ...More
EJ Insight2023-03-17
... r Federal Reserve Chair Jerome Powell assured Congress that the financial condition of America’s banks was sound. But the timing should not be surprising. Given the large and rapid increases in intere ...More
EJ Insight2023-03-15
... exchange reserves remains less than 3% of the reported global total. Moreover, the renminbi accounts for less than 2% by value of all instructions for cross-border interbank payments sent through SWI ...More
EJ Insight2023-03-14
... S Federal Reserve Chair Jerome Powell has just told Congress that, after having reduced the size of its last interest-rate increase from 50 basis points to 25, the Fed may need to return to larger hik ...More
EJ Insight2023-03-10
