Over the past 18 months, the Federal Reserve (Fed) has raised rates by 525 basis points (bps), its biggest tightening of monetary policy since 1981. Long-term bond yields have also soared. All but two ...More
EJ Insight2023-11-10
European currencies have been rebounding strongly versus the U.S. dollar since hitting bottom in late September 2022 during the Gilt crisis when yields on U.K. government bonds surged. The rally in ...More
EJ Insight2023-08-07
Copper prices surge by 148% between its low in March 2020 and high in May 2021 powered by a global manufacturing boom resulting from a lockdown-induced shift in consumer spending towards durable goods ...More
EJ Insight2022-06-29
In financial and commodity markets every price tells a story about what investors implicitly believe is most likely to happen in the future. During the first quarter of 2022, the “market scenario” evo ...More
EJ Insight2022-04-29
Slower copper production in recent years has led to a shortage with demand rising.Copper prices followed China’s pace of growth, which rebounded in the second half of 2020 and the first half of 2021. ...More
EJ Insight2022-04-19
買入黃金傳統上被視作應對通脹的對沖措施，然而當美國消費物價在近期從2%按年飆升至7.5%的過程中，黃金似乎並未 ...全文
今日信報理財投資滙金商品Erik Norland2022年03月28日
Gold, traditionally considered a hedge against inflation, doesn’t appear to have benefited from the recent surge in U.S. consumer prices that have gone from 2% to 7.5% year on year as much as one migh ...More
EJ Insight2022-03-23
Over the past three years, the Chinese Yuan (CNH) has strengthened against most emerging market currencies while tracking closely to currencies such as the euro (EUR) and British pound (GBP). CNH fell ...More
EJ Insight2021-11-15
