儘管今年尚未過半，但卻已經可能作為一個政策性極端波動的年份而載入史冊，這不僅體現在金融市場上，也體現在經濟敘事 ...全文
名家論壇Project Syndicate2025年05月30日
可憐的英國財相李韻晴(Rachel Reeves)。她在1月29日發表了備受期待的「增長演講」，話音未落，社交 ...全文
名家論壇Project Syndicate2025年02月04日
英國政府將近期的市場波動歸結為主要受各類「全球性因素」(尤其是美國債券收益率急劇上升)影響的說法是合理的，而它 ...全文
名家論壇Project Syndicate2025年01月16日
新年伊始，每年這個時候人們都會嘗試審視經濟、國內政治和全球地緣政治的交滙狀況。如果你一開始覺得這三大領域會保持 ...全文
今日信報時事評論Mohamed A. El-Erian2025年01月03日
在每年12月回顧即將過去的一年，並展望未來已成為了某種傳統。就個人來說確實如此，比如我的家人們通常會在餐桌上討 ...全文
名家論壇Project Syndicate2024年12月30日
Monetary-policy watchers are currently divided into two groups. But perhaps both sides should pause and reflect on where we were 18 months ago and where we are now. On one side of the divide are those ...More
EJ Insight2024-01-09
目前貨幣政策觀察家可以分為兩類。但也許雙方都應該停下來反思一下，我們18個月前和現在的情況。 一邊是我們這些人 ...全文
名家論壇Project Syndicate2024年01月04日
目前貨幣政策觀察家可以分為兩類，但雙方也許應該停下來，反思一下18個之月前和現在的情況。 第一類是我們這些人， ...全文
今日信報理財投資博集先機J.Bradford DeLong2024年01月01日
The Western-led global economic order had a bad 2023. Surprisingly, the primary cause was not the emergence of an alternative order led by China, as some had anticipated. Instead, it was internal stre ...More
EJ Insight2023-12-19
For decades, China set a shining example of how to capitalize on globalization to accelerate domestic economic growth and development. These days, however, the country risks becoming a cautionary tale ...More
EJ Insight2023-07-24
One might think that predicting the US Federal Reserve’s next policy moves would become easier now that it has already hiked interest rates ten consecutive times, for a total of five percentage points ...More
EJ Insight2023-06-02
Reacting to Silicon Valley Bank’s sudden collapse, André Esteves, a senior Brazilian banking executive, recently told Bloomberg that “SVB’s interest rate risk would’ve been obvious to any banking inte ...More
EJ Insight2023-04-06
On the 40th anniversary of her accession to the throne, Queen Elizabeth II remarked that, “1992 is not a year on which I shall look back with undiluted pleasure. In the words of one of my more sympath ...More
EJ Insight2022-12-20
The United Kingdom has had a sobering ten days, with its economy, financial system, and citizens’ well-being suddenly at risk. But with rapid and coordinated action, policymakers can still salvage the ...More
EJ Insight2022-10-03
Financial markets’ reaction to the US Federal Reserve’s latest policy move was reminiscent more of developing countries than of the world’s most powerful economy. Given that the Fed is the world’s mos ...More
EJ Insight2022-09-29
歐美已經對俄羅斯這個G20國家（入侵烏克蘭前還是世界第11大經濟體），實施了5個月的嚴厲經濟和金融制裁。雖然制 ...全文
名家論壇Project Syndicate2022年08月04日
It has been five months since Europe and the United States imposed tough economic and financial sanctions on Russia, a G20 country that was the world’s eleventh-largest economy on the eve of its invas ...More
EJ Insight2022-07-22
中國需求的上下變化，助長了今年國際油價的波動。但供給側的最新事態演變，將產生遠超石油市場之外的直接地緣政治和金 ...全文
名家論壇Project Syndicate2022年06月24日
那些對全球經濟的巨大衝擊——如俄羅斯入侵烏克蘭——順理成章地吸引了最多的注意，但是一種新的世界性「遍地火苗」模 ...全文
名家論壇Project Syndicate2022年06月06日
