美國業績期本周揭開序幕, 摩通、花旗及富國三大金融巨企打頭陣派發成績表。科技股上季無論盈利或收入增長預料均拋離 ...全文
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
長期讀者都知道,筆者並非聯儲局的頭號粉絲。事實上,每年總有一兩次我會為局方一些特別愚蠢的講話或者政策改變而感到 ...全文
今日信報理財投資前沿思考John Mauldin2017年06月29日
美國聯儲局本月中宣布加息以來,局內對下次加息時機的取態愈來愈見分歧,一派堅信通脹只是暫時回軟,另一派則表明要看 ...全文
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
美國、英國及日本央行本周分別議息,其中美國聯儲局篤定今年內第二度加息。市場密切注視局方對美國經濟的評估以及下半 ...全文
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
基礎經濟學告訴大家,資源一般都很稀少,而人們的需求卻很大,於是我們需要找到方法有效分配供應有限的資源,經濟學很 ...全文
今日信報理財投資前沿思考John Mauldin2017年05月18日
美國就業市場從疲弱回復強勁,4月新增職位達21.1萬個,失業率更出乎意料跌至4.4%,回到次按危機前的水平,表 ...全文
美國聯儲局在香港時間昨天凌晨公布議息聲明,對經濟相當樂觀,淡化首季經濟顯著放緩,認為是短暫現象,反映局方仍有意 ...全文
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
美國聯儲局主席耶倫(Janet Yellen)【圖】香港時間明天清晨4時左右將在密歇根大學公共政策學院發表演說 ...全文