With so many factors coming into play (macroeconomic data from China, quarterly earnings reports from the United States, Brexit, etc.), October is turning into a volatile month for equities. But as fa ...More
EJ Insight2016-10-18
US Federal Reserve chair Janet Yellen on Friday mentioned the concept of a "high-pressure economy” and hinted at the possibility of allowing inflation to run above the 2 percent target rate in order t ...More
EJ Insight2016-10-18
美國業績期本周進入戲肉,包括高盛、微軟、麥當勞及強生等多隻重磅股將公布業績,可望打破美股橫行偏軟的格局,為後市 ...全文
聯儲局公開市場委員會(FOMC)上次議息時,一如幾近所有人預料之內,什麼也沒幹,只表示在數據容許下可能在12月 ...全文
今日信報理財投資前沿思考John Mauldin2016年10月13日
In his recent debate with his opponent Hillary Clinton, Republican presidential candidate Donald Trump pressed his claim that US Federal Reserve chair Janet Yellen is politically motivated. The Fed, T ...More
EJ Insight2016-10-04
美國聯儲局主席耶倫(Janet Yellen)昨天重申, 假如經濟按現時方向發展,就會加息,並可能在今年內發生 ...全文
環球金融市場今天迎來「超級星期三」,日本央行及美國聯儲局罕有地在不足24小時內先後公布議息結果。由於市場普遍預 ...全文
美國聯儲局及日本央行本周分別議息,成為環球市場焦點。投資者普遍預期聯儲局將按兵不動,但局方對息口及經濟前景的預 ...全文
對於美國大選,港人向來只以隔岸觀火的心態看戲,尤其是對共和黨總統候選人特朗普(Donald Trump)的出位 ...全文
美國民主黨總統候選人希拉莉周日提早離開「9.11」十五周年悼念活動,其後承認早已確診肺炎,鬧出公關災難。她周一 ...全文
根據科學研究,離開日常身處的環境可以激發創造力,很多企業和組織到其他地方開會辦活動,也是為了這個原因。 可能有 ...全文
今日信報理財投資前沿思考John Mauldin2016年09月08日
Fed chair Janet Yellen's speech at the Jackson Hole meeting and hawkish comments by vice chairman Stanley Fischer have boosted market expectations for a rate hike in the short term. Now, will the US d ...More
EJ Insight2016-09-01