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
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
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
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
US President Donald Trump is increasingly unlikely to nominate Federal Reserve chair Janet Yellen next year for a second term, and National Economic Council director Gary Cohn is the leading candidate ...More
EJ Insight2017-07-12
Federal Reserve officials have indicated there is a strong chance they will announce in September a decision to start shrinking the central bank’s portfolio of bonds and other assets, while putting of ...More
EJ Insight2017-07-05
The Federal Reserve raised interest rates on Wednesday for the second time in three months and said it would begin cutting its holdings of bonds and other securities this year, signaling its confidenc ...More
EJ Insight2017-06-15
The market is often quite sensitive to words and actions coming from the US Federal Reserve. The US central bank indicated that it would consider reducing its balance sheet, according to the minutes o ...More
EJ Insight2017-04-19
President Donald Trump has signaled he could be moving closer to the mainstream on monetary policy, saying he had not ruled out reappointment of Janet Yellen to a new four-year term as Fed chair as he ...More
EJ Insight2017-04-13
US equities pulled back as investors feared that the Federal Reserve would start reducing the size of its balance sheet later this year. The Fed’s decision obviously carries a lot of weight in the sto ...More
EJ Insight2017-04-12
