隨着馬克龍在法國總統競選中擊敗右翼民粹主義者馬琳勒龐（Marine Le Pen），歐盟和歐羅躲過了一顆子彈， ...全文
今日信報理財投資博集先機Nouriel Roubini2017年05月16日
美國總統特朗普的第一個主要立法目標——「廢除和取代」2010年《平價醫療法案》（簡稱「奧巴馬醫改」）——已經從 ...全文
今日信報理財投資博集先機Nouriel Roubini2017年04月12日
US President Donald Trump’s first major legislative goal – to “repeal and replace” the 2010 Affordable Care Act (“Obamacare”) – has already imploded, owing to Trump and congressional Republicans’ naiv ...More
EJ Insight2017-04-11
美國也許即將開始實施邊境調節稅。目前控制立法和行政機關的共和黨將邊境調節稅視為公司稅改革的重要要素。邊境調節稅 ...全文
名家論壇Project Syndicate2017年03月06日
The United States may be about to implement a border adjustment tax. The Republican Party, now in control of the legislative and executive branches, views a BAT – which would effectively subsidize US ...More
EJ Insight2017-03-06
特朗普當選為美國總統時，股市令人印象深刻地大漲。投資者最初被特朗普所承諾的財政刺激、能源、醫療和金融服務去監管 ...全文
名家論壇Project Syndicate2017年02月06日
Donald Trump’s election as US president does not just represent a mounting populist backlash against globalization. It may also portend the end of Pax Americana – the international order of free excha ...More
EJ Insight2017-01-03
當特朗普在美國總統競選中擊敗希拉莉時，市場立刻產生了消極反應，這是意料中事。但第二天，市場的跌勢便已經徹底反轉 ...全文
今日信報理財投資博集先機Nouriel Roubini2016年11月21日
自2008年全球金融危機以來，貨幣政策已經在維持總需求，刺激經濟增長，防止發達經濟體通貨緊縮方面承擔了太多的負 ...全文
名家論壇Project Syndicate2016年09月29日
市場對英國脫歐衝擊的反應和其他兩次最近的全球金融動盪——2015年夏天（擔心中國硬着陸）和今年前兩個月（中國擔 ...全文
名家論壇Project Syndicate2016年08月05日
The market reaction to the Brexit shock has been mild compared with two other recent episodes of global financial volatility -- the summer of 2015 (after fears of a Chinese hard landing) and the first ...More
EJ Insight2016-08-02
The United Kingdom’s narrow vote to leave the European Union had specific British causes. And yet, it is also the proverbial canary in the coalmine, signaling a broad populist/nationalist backlash -- ...More
EJ Insight2016-07-05
Since the global financial crisis erupted in 2008, productivity growth in three advanced economies -- the United States, Europe, and Japan -- has been very slow both in absolute terms and relative to ...More
EJ Insight2016-06-06
The International Monetary Fund and others have recently revised downward their forecasts for global growth -- yet again. Little wonder: The world economy has few bright spots and many that are dimmin ...More
EJ Insight2016-05-03
