With equities rallying more than 30% since late March, driven most recently by cyclicals, financial markets were perhaps due for a period of consolidation. New risks could emerge, but we continue to b ...More
EJ Insight2020-06-29
Around the world, lockdowns and quarantines are slowly lifting, but consumers and business activity remain fragile. We believe investors should play both offence and defence during this new “re-openin ...More
EJ Insight2020-06-01
A French street artist’s interpretation of the Mona Lisa made of 330 Rubik’s Cubes sold for 480,200 euros (US$520,680) on Sunday at a modern art auction in Paris, well above presale estimates of up to ...More
EJ Insight2020-02-24
As we enter 2020, markets have priced in a substantial amount of favorable news, including global central bank easing and quantitative easing, a potential bottoming in economic data and some thawing o ...More
EJ Insight2020-01-10
... Vinci’s “Mona Lisa”. High turnout Union leaders were buoyed by the proportion of healthcare staff, railway workers and teachers who heeded the strike call, and by the numbers who showed up at an anti ...More
EJ Insight2019-12-06
... c Affairs Mona Keijzer said in a statement the government’s first auction of the 700, 1400, and 2100Mhz airwave ranges will take place by June 30. Auctions will proceed in rounds. The three major Dutc ...More
EJ Insight2019-12-06
As expected, the FOMC on Wednesday cut the Fed Funds rate by 25 basis points, taking it to a range of 1.75 percent to 2.00 percent, in its second such easing move this year. In addition to the reducti ...More
EJ Insight2019-09-20
... 筆者與美國策略師同事Mona Mahajan討論，均認為多年來的超低息環境，某程度上已扭曲了孳息曲線的預示能力 ...全文
... es,” said Mona Mahajan, US investment strategist at Allianz Global Investors in New York. “What we’re seeing here is the market positioning for potential lower growth going forward.” Reuters -- Contac ...More
EJ Insight2018-10-11
