... to supply side reforms and are not demand driven. While the government cracked down on developers’ debt-fuelled growth strategies, this has not removed the fact that demand remains robust. Therefore, ...More
EJ Insight2022-10-11
... se idea. Aside from adding an estimated £100 billion ($108 billion) to the UK’s already high debt load, they also will distort the incentives to reduce fossil-fuel consumption at a time when it is in ...More
EJ Insight2022-10-04
Soon after the 2020 presidential election, the incoming Biden administration set about mapping out its economic agenda. It took pains to avoid three mistakes. First, it was committed not to fall into ...More
EJ Insight2022-10-03
... iden’s presidency have been marked by a similar mix. The dollar is now highly overvalued – at least according to the standard valuation criteria – and one must wonder when some holders might start to ...More
EJ Insight2022-09-30
... the asset side of the BOJ’s balance sheet is estimated to be 6.5 years, and their average return is extremely low. Yet, in reality, a technical insolvency would be a non-event. Unrealized losses are n ...More
EJ Insight2022-09-29
... 銷售部門(sell side)人手的策略。 作風比較敢言亦有不少爭議的賴志文,在2015年因準確預測人民幣貶值 ...全文
On September 21, President Vladimir Putin declared that Russia would turn to partial mobilisation of the country’s population over what he had previously dubbed a ‘special military operation’ in Ukrai ...More
EJ Insight2022-09-22
... 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
... 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
... 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
... ,終於由「sell side」轉去「buy side」。 洪灝透露,將開設GROW思睿(Grow Invest ...全文
... 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
... 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
... 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
... 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
... 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
... 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
... 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
... 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