美國聯儲局今天開始為期兩天的議息會議前夕,國際結算銀行(BIS)昨天發表季度報告,提及全球通脹率偏低是一個「萬 ...全文
美股上周表現異常出色,標指首次升穿2500點,與道指一起以歷史新高收市,本周去向如何將要視乎周三聯儲局的議息結 ...全文
如果問小孩子長大後想做什麼?大概會得到標準答案:消防員、醫生、教師——所有年幼時已認知的職業。筆者記不起有否回 ...全文
今日信報理財投資前沿思考John Mauldin2017年09月07日
也許,科恩(Gary Cohn)繼續擔任白宮經濟顧問,比過檔聯儲局出任主席,更能影響息口走勢。儘管這名高盛前高 ...全文
今日信報理財投資THE LEX COLUMN2017年08月28日
白宮人事流動頻繁,記錄美國權力走廊的進出情況也變得困難起來。你寫好關於特朗普政府人事和政策的內容,也許在發表之 ...全文
今日信報理財投資博集先機Howard Davies2017年08月26日
The world's top central bankers gather in Jackson Hole, their confidence bolstered by a sustained return to economic growth that may eventually allow the European Central Bank and the Bank of Japan to ...More
EJ Insight2017-08-25
美國聯儲局主辦的傑克遜霍爾(Jackson Hole)全球央行年會在美國時間今天進入戲肉,聯儲局主席耶倫(Ja ...全文
Federal Reserve chairwoman Janet Yellen will speak at the annual Jackson Hole Symposium in two days. The financial market is closely watching for clues for the next meeting of the Federal Open Market ...More
EJ Insight2017-08-24
由美國聯儲局主辦的傑克遜霍爾(Jackson Hole)央行年會本周揭幕,市場聚焦主席耶倫(Janet Yel ...全文
Following a slide last week on US-North Korea tensions, most stock markets in Asia rebounded on Monday. But don't get over-excited by that. A correction in equity prices is overdue, and I expect downw ...More
EJ Insight2017-08-16
The US Federal Reserve had yet to announce its rate decision when I wrote this article. But I believe the latest Fed statement would not bring any surprises to the market, including the economic outlo ...More
EJ Insight2017-07-27
美國本周貨幣政策、企業業績及經濟數據重大公布浪接浪, 在歷史高位徘徊的美股或異常波動。聯儲局本周議息預料按兵不 ...全文
美股上周藉聯儲局加息壓力不大而造好,道指及標指更紛紛破頂。分析員認為,美股本周有力再升至新高水平,因為業績期全 ...全文
俄羅斯寓言作家克雷洛夫(Ivan Andreyevich Krylov)經典金句:「鷹有時飛得比雞低,可是雞永 ...全文
The US economy is healthy enough for the Federal Reserve to raise rates and begin winding down its massive bond portfolio, though low inflation and a low neutral rate may leave the central bank with d ...More
EJ Insight2017-07-13