幾乎在眾人眨眼之間,阿根廷政府便以驚人的速度,幾乎從零開始積累了一大筆債務,然後又以幾乎同樣快的速度啟動違約。 ...全文
名家論壇Project Syndicate2019年10月08日
In case you blinked, the Argentine government built up a pile of debt out of almost nothing with surprising speed, and then proceeded to default on it almost as quickly. Compared to the country’s slow ...More
EJ Insight2019-10-03
美國應該考慮從所得稅改成累進消費稅,以此作為解決不斷加劇的財富不均的辦法嗎?許多經濟學家一直支持通過基於消費的 ...全文
名家論壇Project Syndicate2019年09月11日
英國經濟學家凱恩斯(John Maynard Keynes)在代表作《就業、利息和貨幣通論》(The Gene ...全文
今日信報理財投資前沿思考John Mauldin2019年07月11日
美國總統特朗普總是會佔據大部分新聞標題,但他其實並不是全球例外。民粹主義獨裁者在全世界都在實現突破性崛起掌權, ...全文
名家論壇Project Syndicate2019年06月11日
Though US President Donald Trump tends to grab most of the headlines, he is hardly a global exception. Populist autocrats have enjoyed a breathtaking rise to power in countries around the world, and n ...More
EJ Insight2019-06-06
中美貿易協定可能即將達成,它是否會加劇全球商業周期,甚至播下下一場亞洲金融危機的種子?如果最終的協議——假設真 ...全文
名家論壇Project Syndicate2019年05月06日
Will a possibly imminent US-China trade agreement exacerbate global business cycles or even plant the seeds of the next Asian financial crisis? If the eventual agreement – assuming there is one – forc ...More
EJ Insight2019-05-06
Displaying a degree of courage and clarity that is difficult to overstate, US senator and presidential candidate Elizabeth Warren has taken on Big Tech, including Facebook, Google, Amazon, and Apple. ...More
EJ Insight2019-04-02
美國聯儲局似乎擊退了總統特朗普的猛烈Twitter帖文攻擊,而央行獨立性的新鬥爭也已經展開。這場鬥爭很可能動搖 ...全文
名家論壇Project Syndicate2019年03月08日
Just as the US Federal Reserve seems to have beaten back blistering tweets from President Donald Trump, the next battle for central bank independence is already unfolding. And this one could potential ...More
EJ Insight2019-03-05
中美貿易戰冰封三尺,除了涉及兩國貿易、科技和宏觀戰略,中國如何以現在的方式崛起,與美國主導數十年的國際金融體系 ...全文
問問全世界大部分央行官員,他們有什麼計劃應對下一輪常規規模的衰退,你會詫異於如此多的官員(至少是在發達經濟體) ...全文
名家論壇Project Syndicate2019年01月24日
正如馬克吐溫從未說過的那樣,「讓我們陷入困境的並非無知,而是自以為十拿九穩的荒謬論斷。」而在今年和明年的進程中 ...全文
名家論壇Project Syndicate2019年01月18日
As Mark Twain never said, “It ain’t what you don’t know that gets you into trouble. It’s what you think you know for sure that just ain’t so.” Over the course of this year and next, the biggest econom ...More
EJ Insight2019-01-14
If you ask most central bankers around the world what their plan is for dealing with the next normal-size recession, you would be surprised how many (at least in advanced economies) say “fiscal poli ...More
EJ Insight2019-01-07
隨着比特幣價格從一年前的峰值一路下跌80%,以及更大範圍的加密貨幣市場出現系統性崩潰,「峰值高潮」是否已成明日 ...全文
今日信報理財投資博集先機Kenneth Rogoff2018年12月24日
With the price of Bitcoin down 80 percent from its peak a year ago, and the larger cryptocurrency market in systemic collapse, has “peak crypto” already come and gone? Perhaps, but don’t expect to see ...More
EJ Insight2018-12-11
With so much angst about artificial intelligence and the future of work, the recent world chess championship in London offers some hope. It is not that mankind has turned the tables on the march of pr ...More
EJ Insight2018-11-29
When China finally has its inevitable growth recession – which will almost surely be amplified by a financial crisis, given the economy’s massive leverage – how will the rest of world be affected? W ...More
EJ Insight2018-11-08