新興市場股票（在紐約證券交易所掛牌的iShares安碩MSCI新興市場交易所買賣基金）在1月份上漲7%，全球經 ...全文
今日信報理財投資宏觀視野Tim Condon2017年02月15日
As US President Donald Trump proceeds to destabilize the post-war global economic order, much of the world is collectively holding its breath. Commentators search for words to describe his assault on ...More
EJ Insight2017-02-10
帶緊縮思維的保守派政府總是偏好財政審慎，而再分配導向的進步派把赤字視為世界上最大的免費午餐，這是後金融危機時代 ...全文
今日信報理財投資博集先機Kenneth Rogoff2017年01月19日
After years of hibernation, will the US economy rouse itself for a big comeback over the next couple of years? With an incoming Republican administration hell-bent on reflating an economy already near ...More
EJ Insight2016-12-08
如今，市場都在關注未來12個月美國聯儲局會把利率提高到多高的程度。這種短視很危險，真正的關注點應該是它會在下一 ...全文
今日信報理財投資博集先機Kenneth Rogoff2016年11月07日
在最近與美國民主黨總統候選人希拉莉的辯論中，共和黨候選人特朗普表達了他的觀點：美國聯儲局主席耶倫有政治動機。特 ...全文
今日信報理財投資博集先機Kenneth Rogoff2016年10月06日
In his recent debate with his opponent Hillary Clinton, Republican presidential candidate Donald Trump pressed his claim that US Federal Reserve chair Janet Yellen is politically motivated. The Fed, T ...More
EJ Insight2016-10-04
The rise of anti-trade populism in the 2016 US election campaign portends a dangerous retreat from the United States’ role in world affairs. In the name of reducing US inequality, presidential candida ...More
EJ Insight2016-04-08
The phenomenal market volatility of the past year owes much to genuine risks and uncertainties about factors such as Chinese growth, European banks and the oil glut. For the first two months of this y ...More
EJ Insight2016-03-11
Since 2016 began, the prospect of a major devaluation of China’s renminbi has been hanging over global markets like the Sword of Damocles. No other source of policy uncertainty has been as destabilizi ...More
EJ Insight2016-02-03
Until recently, the usual thinking among macroeconomists has been that short-term weather fluctuations don’t matter much for economic activity. Construction hiring may be stronger than usual in March ...More
EJ Insight2016-01-12
Nothing describes the US Federal Reserve’s current communication policy better than the old saying that a camel is a horse designed by committee. Various members of the Fed’s policy-setting Federal Op ...More
EJ Insight2015-11-05
What impact will China’s slowdown have on the red-hot contemporary art market? That might not seem like an obvious question until one considers that for emerging-market investors, art has become a cri ...More
EJ Insight2015-09-07
To what extent should governments regulate or tax addictive behavior? This question has long framed public debate about alcohol, tobacco, gambling and other goods and services in many countries worldw ...More
EJ Insight2015-06-15
With China set to lead a new US$50 billion international financial institution, the Asian Infrastructure Investment Bank (AIIB), most of the debate has centered on the United States’ futile efforts to ...More
EJ Insight2015-04-08
Financial markets have greeted the election of Greece’s new far-left government in predictable fashion. However, although the Syriza party’s victory sent Greek equities and bonds plummeting, there is ...More
EJ Insight2015-02-03
With Western economic sanctions against Russia, Iran and Cuba in the news, it is a good time to take stock of the debate on just how well such measures work. The short answer is that economic sanction ...More
EJ Insight2015-01-05
