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Why the Fed should wait and see

... d. Supply-side constraints drove inflation higher, and now supply-side factors are bringing inflation back down. To be sure, many economists (including some at the Fed) expected the supply-side interr ...More

EJ Insight2022-09-13

When daily Covid cases hit 10,000…

...  piece of side evidence was that almost all my good friends were either infected or isolated in the last three months. It was reported over 10 percent of elderly have not reported their positive rapid ...More

EJ Insight2022-09-07

腦海大風暴

... technical side(技術性)的,而不是理論性或原則性的。 有人說:「皮匠」應該寫作「裨將」才對。「裨 ...全文

今日信報副刊文化康和健顧小培2022年09月05日

America comes roaring back

... live – outside of the major established tech hubs. When Gruber and I published these ideas in 2019, the reaction was polite but muted. Breaking the tyranny of distance seemed hard to most people. Afte ...More

EJ Insight2022-09-01

洪灝加盟對沖基金 sell side變buy side

... ,終於由「sell side」轉去「buy side」。 洪灝透露,將開設GROW思睿(Grow Invest ...全文

今日信報財經新聞中環解密凌通2022年09月01日

The case for debating

... ther this side NOR the other side that wins out? Above all, could debating not sow the dangerous seeds of excessive rebelliousness – to be contrarian for the sake of contrarianism, as opposed to harne ...More

EJ Insight2022-08-26

Why 'following the science' is easier said than done

... ce” are beside the point, because not all of “science” is in fact under assault. No one, for example, “disputes quantum mechanics, nor, for that matter, is any solid-state physics discipline under ass ...More

EJ Insight2022-08-26

Why commodity prices are likely to fall further

... ant to President Xi Jinping’s futile zero-COVID policy. Europe’s economy will be hit hard by side effects of Russia’s invasion of Ukraine. Even US growth is slower in 2022 than it was last year, with ...More

EJ Insight2022-08-24

A bold and realistic energy transition

... he demand side of the energy system first. Wind and solar power are making great advances, but most energy is used in heavy industry, manufacturing, construction, transportation, and agriculture. Thes ...More

EJ Insight2022-08-18

From Great Moderation to Great Stagflation

... an demand-side policies were the many positive supply shocks, which increased potential growth and reduced production costs, thus keeping inflation in check. During the post-Cold War era of hyper-glob ...More

EJ Insight2022-08-11

Why is Britain so keen to attract HK people as immigrants?

... ffering residence or citizenship set conditions, such as a minimum sum of money, educational standards, desired job or professional skills or family ties. “Since the introduction of the National Secur ...More

EJ Insight2022-08-11

Why is Britain so keen to attract HK people as immigrants?

... ffering residence or citizenship set conditions, such a ...全文

今日信報時事評論EJ InsightMark O’Neill2022年08月11日

Why the Inflation Reduction Act is a big deal

... s of what side one takes, this bill represents a step forward. For those worried about excessive demand, there is more than $300 billion in deficit reduction. And on the supply side, the bill would mo ...More

EJ Insight2022-08-09

Biden’s summer of legislative love

When it comes to the United States Congress, nothing is ever over until it’s over. But as of late July, it looks as though two major pieces of legislation will soon be on President Joe Biden’s desk, a ...More

EJ Insight2022-08-08

America’s China challenge

At this year’s Aspen Security Forum (which I co-chair) in July, China’s ambassador to the United States, Qin Gang, appealed for better understanding of his country. But there was considerable debate a ...More

EJ Insight2022-08-05

Russia’s looming defeat in Ukraine

... e western side of the Dnipro River, supplied primarily over a big bridge, which long-range Ukrainian missile strikes recently rendered unusable. No supplies, ammunition, or fresh troops can reach the ...More

EJ Insight2022-08-04

America’s wage-price persistence

... sewhere. Aside from food and energy price increases, the bulk of the inflation was originally caused by demand. But even if supply issues were more to blame – as others have argued – we would still be ...More

EJ Insight2022-08-03

Is the HKD peg safe? How could HIBOR move from here?

...  stronger side of its trading band) in 2021 when Hong Kong-listed equities saw outflows due to regulatory risks, before weakening recently and touching 7.85 (the weaker side of the band) on multiple o ...More

EJ Insight2022-07-26

The problem with the current Russia sanctions regime

... h various side and back doors that will likely become increasingly important as long as the sanctions regime, as currently designed, continues. Nonetheless, it is only a matter of time before the Russ ...More

EJ Insight2022-07-22

Is the US in recession?

... e product side – that is, by adding up the sectors in which goods and services are sold. Using that measure, annual US GDP growth was negative in the first quarter, at -1.6%. But growth can also be me ...More

EJ Insight2022-07-20

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