... S Federal Reserve over the next two years, potential easing in US policy could further deflate some of the strength in the US dollar while alleviating downward pressure on EM currencies, providing ano ...More
EJ Insight2023-06-21
... the IMF’s reserve asset) in 2021, the Fund established the Resilience and Sustainability Facility (RSF) in part to support climate action in EMDEs. The latest United Nations Intergovernmental Panel on ...More
EJ Insight2023-06-08
... achine. I reserve the right to differ from them, but that’s a complete aside. Or the Kosovan Serb who finds the authoritarian rule of Serbia against his own nation too oppressive to ever tolerate, and ...More
EJ Insight2023-06-08
... e Federal Reserve in order to circumvent Congress would put the central bank in an untenable position. The debate has never been about debt; it is about power. If the Republicans sweep into power in 2 ...More
EJ Insight2023-05-30
... e Federal Reserve Board will confront a very problematic situation. The interest-rate outlook remains the elephant in the room. Right now, markets seem pretty convinced that most central banks are eit ...More
EJ Insight2023-05-18
... S Federal Reserve and the European Central Bank began hiking interest rates last year, developing economies worried about the adverse effects of monetary tightening and a strengthening dollar on the g ...More
EJ Insight2023-04-28
... 》（Federal Reserve Act），改正其功能及權力。 重組需時，筆者預期把全球債務重組的「大重置」 ...全文
今日信報理財投資前沿思考John Mauldin2023年04月28日
... foremost reserve currency and the associated structural demand for dollar funding, particularly among internationally operating banks and corporates. This means that the US dollar will benefit the mo ...More
EJ Insight2023-04-26
... ld’s main reserve currency. In a global economy where the US already is no longer as dominant as it once was, it is not optimal to have everyone else be so dependent on the American monetary system an ...More
EJ Insight2023-04-17
... S Federal Reserve (Fed), offering lifelines of liquidity. This will temporarily provide a lid on funding costs so that assets can be unwound with lesser damage to the banking sector balance sheets and ...More
EJ Insight2023-04-12
... S Federal Reserve started raising interest rates at a rapid clip last March, these bonds’ mark-to-market value declined, and the unrealized losses on SVB’s balance sheet rose. Although SVB had declare ...More
EJ Insight2023-03-31
... m Federal Reserve policy to geopolitics. What are the broader risks? Policymakers judged—correctly in our view—that while SVB’s risk management practices were an egregious outlier, its vulnerabilities ...More
EJ Insight2023-03-23
... de facto reserve currency. Growing international demand for dollars, he predicted, would force the US to run constant balance-of-payments deficits until investors inevitably lost confidence in the gr ...More
EJ Insight2023-03-21
... 行（Federal Reserve Bank of Atlanta）最新的Nowcast估計將按年增長2%。因 ...全文
今日信報理財投資宏觀灼見Karsten Junius2023年03月20日
