金融市場正在開始因為許多發達經濟體逐漸退出非常規貨幣政策而陷入慌亂。要不了多久，日本銀行和瑞士國民銀行就將成為 ...全文
名家論壇Project Syndicate2017年07月11日
雖然全球經濟在過去兩年間持續增長，但其實一直在快速擴張和減速之間來回搖擺。而在此期間曾出現過兩種特殊事件，導致 ...全文
今日信報理財投資博集先機Nouriel Roubini2017年06月08日
For the past two years, the global economy has been growing, but it has swung between periods of rapid expansion and deceleration. During this period, two episodes, in particular, caused US and global ...More
EJ Insight2017-06-06
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
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
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
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
The question I am asked most often nowadays is this: Are we back to 2008 and another global financial crisis and recession? My answer is a straightforward no, but that the recent episode of global fin ...More
EJ Insight2016-03-07
At the cusp of the new year, we face a world in which geopolitical and geo-economic risks are multiplying. Most of the Middle East is ablaze, stoking speculation that a long Sunni-Shi'ite war (like Eu ...More
EJ Insight2016-01-05
This is shaping up to be another banner year for art. Sales in the global art market hit a record €51 billion (HK$427 billion), according to this year's European Fine Art Foundation Art Market Report. ...More
EJ Insight2015-11-18
Even in normal times, individual and institutional investors alike have a hard time figuring out where to invest and in what. Should one invest more in advanced or emerging economies? And which ones? ...More
EJ Insight2015-07-28
The prospect that the US Federal Reserve will start exiting zero policy rates later this year has fueled a growing fear of renewed volatility in emerging economies’ currency, bond and stock markets. T ...More
EJ Insight2015-06-30
A paradox has emerged in the financial markets of the advanced economies since the 2008 global financial crisis. Unconventional monetary policies have created a massive overhang of liquidity. But a se ...More
EJ Insight2015-06-01
In a world of weak domestic demand in many advanced economies and emerging markets, policymakers have been tempted to boost economic growth and employment by going for export led-growth. This requires ...More
EJ Insight2015-05-04
