A quick recap. We were last discussing the implications of the rise of AI – and the potential downside risks and dangers of such. We also dispelled relatively alarmist and uncaveated worries concernin ...More
EJ Insight2022-09-02
... Jerome Powell, brings “some pain to households and businesses,” which is supposedly the only way to bring inflation under control. But an alternative view has not received nearly the attention it des ...More
EJ Insight2022-09-01
On September 6, Basic Books is publishing Slouching Towards Utopia, my economic history of the “long twentieth century” from 1870 to 2010. It is past time, I argue, that we shift our understanding of ...More
EJ Insight2022-09-01
... a put it, we could spell the short form of Artificial Intelligence, and we’d get the Chinese spelling for love. Fun facts. On a more serious note – are we at the cusp of a grand catastrophe with AI? A ...More
EJ Insight2022-09-01
... losure between Hong Kong and China, hopes are high that Lee could push through a proposal of “reverse isolation” under which Hongkongers could quarantine in the city before crossing the border. Who ca ...More
EJ Insight2022-08-31
... ibuted to well-known problems such as vaccine hesitancy, noncompliance with mask recommendations and other protective measures, and general misinformation about the virus and how it is transmitted. Ac ...More
EJ Insight2022-08-31
Some data points over recent weeks fuelled hopes that the US economy could be stabilizing with inflation gradually converging towards the Fed’s target – a goldilocks scenario for equities. We would ca ...More
EJ Insight2022-08-31
We have grown accustomed to grim climate news. Despite scientists’ warnings and communities’ protests, catastrophic floods, record-breaking heatwaves, devastating wildfires, and famine-inducing drough ...More
EJ Insight2022-08-30
The bond market has literally gone up in flames after a decade of falling yields reversed in a matter of weeks. Starting with low yields, tight spreads and high equity multiples, changing fundamentals ...More
EJ Insight2022-08-30
... rs’ role. We should know. As former finance ministers, we believe that macroeconomic policies now require far greater engagement with line ministries. In particular, finance ministers need to be bette ...More
EJ Insight2022-08-29
I’ve been asked many a time – why debate? What are the merits of such an adversarial and intrinsically intractable sport, rooted in often little more than mere bravado and bluster? Why should we seek ...More
EJ Insight2022-08-26
... it. When we encapsulate all of science within a single word, we implicitly equate it with truth. In fact, many fields of science are still undergoing constant revision. The importance of this distinc ...More
EJ Insight2022-08-26
The Finnish prime minister Sanna Marin made world headlines this week – not because of any ignominy or scandal, or any particular moral defect, but because she was found (gasp!) “partying” at a nightc ...More
EJ Insight2022-08-26
... cebook Is Weaker Than We Knew)。 沒落三大因素 除了表面上的「公關災難」之外,F ...全文
... has followed the policy of “Zero-Covid” and promises to continue it. This has severely limited the arrival of visitors to Macau, who account for the majority of the casinos’ customers. Strict quarant ...More
EJ Insight2022-08-25
... 保「並非激進投資者(We are not an activist investor)」。 平保第二季業績按季好 ...全文
... has followed the policy of "Zero-Covid" and promises t ...全文
今日信報時事評論EJ InsightMark O’Neill2022年08月25日
... onduct. However, the GFRR highlighted a growing focus on bribery and corruption risk in the boardroom, with 72% of global respondents stating that bribery and corruption risks are being given sufficie ...More
EJ Insight2022-08-24