... oint to a sharp slowdown that will grow even worse with monetary-policy tightening. A hard landing by year’s end should be regarded as the baseline scenario. While many other analysts now agree, they ...More
EJ Insight2022-10-07
... spite the sharp correction, the PE remains well above typical recession levels. It has broken below the 5- and 10-year averages, but remains above the 20-year average. A look at the downturns over the ...More
EJ Insight2022-09-30
... d another sharp reduction in prices for both stocks and bonds. Second, markets see a central bank that expects to cause more collateral damage as it tries to meet its inflation target. Fed Chair Jerom ...More
EJ Insight2022-09-29
... ined by a sharp upward correction in US rates that took place over the next few years, which, notably, was the case in 2003 and in 2017. Looking ahead, significant increases in US rates are now unlike ...More
EJ Insight2022-09-22
... not see a sharp, sustained turnaround. Finally, with energy prices still very high, the fact that the US is self-sufficient in energy while Europe and Japan are huge importers also benefits the dollar ...More
EJ Insight2022-09-02
... ically, a sharp rise in the US dollar precedes a downturn in the cycle, with the 10% USD appreciation over the past year continuing to act as a drag on the US economy. Another key channel for monetary ...More
EJ Insight2022-08-31
Big movements in the prices of oil, minerals, and agricultural commodities have been among the most salient economic developments of the past couple of years. The sharp rise in commodity prices for mu ...More
EJ Insight2022-08-24
... hat is in sharp contrast to the 2020 COVID-19 downturn, which was really a temporary blip in a decade-plus bull market. We know this because the same stocks that led the bull market — a relatively sma ...More
EJ Insight2022-08-19
... fueled a sharp rise in inequality, with disproportionate consequences for girls and women. Studies show that amid economic hardship, families are more likely to marry off their young daughters, there ...More
EJ Insight2022-08-17
... rescue, a sharp increase of 58% compared with 2020 (602 cases). These incidents left nearly 600 persons injured and 14 dead, 10 firefighters were injured in the mountain rescue operations. To support ...More
EJ Insight2022-08-15
... short and sharp third wave of Covid-19 in January). 2021 was the third consecutive year when the number of real estate development launches lagged the rise in demand and as a result, overall inventory ...More
EJ Insight2022-08-11
... ties into sharp focus. More accurately, it would create such definition if the candidates had such skills and were applying them to the burning issues of these times. The debate, if that word can be s ...More
EJ Insight2022-07-19
... olerate a sharp depreciation of the dollar against the euro in the early 2000s. In all of these cases, policymakers stepped in to engineer or assist a dollar decline. The dollar’s current strength mig ...More
EJ Insight2022-07-13
... ng over a sharp fall in the external value of the yen. It is tempting to conclude that today’s central bankers are damned if they do and damned if they don’t. Maybe if they sit tight, they will ride o ...More
EJ Insight2022-07-01
... e heading sharply south. The fourth question is whether a hard landing would weaken central banks’ hawkish resolve on inflation. If they stop their policy tightening once a hard landing becomes likely ...More
EJ Insight2022-06-30
新冠大流行改變了人們對公共衞生、財政政策和國家在經濟中角色的態度。對於提高開發和生產藥物中的供應鏈韌性，和戰略 ...全文
名家論壇Project Syndicate2022年06月22日
... ses and a sharp fall in revenue from land sales for local governments, their most important form of revenue. Then there is the cost of the Zero-Covid policy itself. Soochow Securities estimates that a ...More
EJ Insight2022-06-16
... ses and a sharp fall in revenue from land sales for loc ...全文
今日信報時事評論EJ InsightMark O’Neill2022年06月16日
... time, the sharp increases in natural-gas prices in the past 12 months have begun to make new nuclear facilities look much more competitive. The result is a wave of new projects and plans. UK Prime Min ...More
EJ Insight2022-06-10
