美國聯儲局主席鮑威爾(Jerome Powell)反駁有批評稱美國現時商業借貸增長過快,可能成為下一個危機的觀 ...全文
The US yield curve recently “inverted” – the 3-month US Treasury yield pushed past the 10-year Treasury yield by 7.5 basis points on March 27 – leading many investors to wonder what’s next for the US ...More
EJ Insight2019-04-16
自1970年以來,美國經歷的所有經濟衰退,之前都曾出現過孳息曲線倒掛。然而,筆者並不預期未來12個月美國會再陷 ...全文
2015年12月,右翼評論家、美國總統特朗普提名填補聯儲局理事會理事空缺的摩爾(Stephen Moore), ...全文
名家論壇Project Syndicate2019年04月02日
美國聯儲局前主席耶倫(Janet Yellen)表示,孳息率曲線很容易發生倒掛,這並不表明美國經濟衰退迫在眉睫 ...全文
讀者深知筆者對聯儲局的立場,認為聯儲局只需應付銀行體系等實際問題,跟其他國家央行交流;直到爆發金融危機,聯儲局 ...全文
今日信報理財投資前沿思考John Mauldin2019年03月07日
If you are a Donald Trump hater -– and there are plenty of you out there, including in the financial markets where one often lost money due to the unpredictable US leader -- here is something you woul ...More
EJ Insight2019-03-05
Federal Reserve Chairman Jerome Powell told US lawmakers the US central bank is in “no rush to make a judgment” about further changes to interest rates, Reuters reports. In two hours of testimony to t ...More
EJ Insight2019-02-27
The recent market rally was largely fueled by dovish remarks from Federal Reserve chairman Jerome Powell. The US central bank indicated that it would decide on the roadmap for suspending its program t ...More
EJ Insight2019-02-19
筆者預計今年將重演《災難歲月》(The Year Of Living Dangerously)這齣1982年的 ...全文
今日信報理財投資前沿思考John Mauldin2019年01月10日