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
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
The US Federal Reserve raised its benchmark interest rate for the second time in three months amid increased confidence over the prospects of the world's largest economy. In a widely expected move, th ...More
EJ Insight2017-03-16
US Federal Reserve chief Janet Yellen said on Tuesday that it’s “unwise“ to wait too long to raise interest rates as economic growth continues and inflation rises. Therefore, the Fed might accelerate ...More
EJ Insight2017-02-16
Federal Reserve chairman Janet Yellen said more interest-rate increases will be appropriate if the US economy meets the central bank’s outlook of gradually rising inflation and tightening labor market ...More
EJ Insight2017-02-15
The US Federal Reserve is expected to keep interest rates unchanged in its first policy decision since President Donald Trump took office as the central bank awaits greater clarity on his economic pol ...More
EJ Insight2017-02-01
With the US economy close to full employment and inflation headed toward the Federal Reserve's 2 percent goal, it "makes sense" for the US central bank to gradually lift interest rates, Reuters report ...More
EJ Insight2017-01-19
I made 10 forecasts for major trends in the financial market in 2016, let's take a look at how accurate these are. 1. Strong dollar (right). After hovering in the range of 94 to 98 most of the time, t ...More
EJ Insight2016-12-29
The US Federal Reserve raised its benchmark interest rate by 0.25 percent last week, and its chairwoman Janet Yellen implied that the market should expect three more rate increases next year. Even tho ...More
EJ Insight2016-12-22
Gold and foreign exchange markets both revolve around a major trading theme these days -- expectations of a faster pace of US rate hikes next year. Janet Yellen's upbeat remarks on the job market have ...More
EJ Insight2016-12-21