Global growth has slowed in the second quarter, while inflation has not picked up as expected in most countries. While tight labor markets and elevated capacity utilization imply that wages and inflat ...More
EJ Insight2019-06-28
歐羅區最近數周未見狀況有改善跡象。去年11月工業生產按年下跌3.3%，是自2017年1月以來首次錄得跌幅。受淨 ...全文
今日信報理財投資區域微觀Karsten Junius2019年01月28日
The euro area has shown no signs of improvement in recent weeks. Industrial production fell by 3.3 percent year on year in November, its first decline since January 2017. The German economy only mana ...More
EJ Insight2019-01-21
Europe: Political changes leave their mark on the European economy as institutional uncertainty prevails. After the European elections in May, Jean-Claude Juncker hands over to Manfred Weber as new pr ...More
EJ Insight2018-12-27
In a press conference on Sept. 13, European Central Bank (ECB) president Mario Draghi presented a fairly optimistic economic outlook with risks to the downside as well as to the upside. While the Gove ...More
EJ Insight2018-09-28
9月13日的記者會上，歐洲央行（ECB）行長德拉吉表示，雖然存在上升及下跌的風險，但對經濟展望依然審慎樂觀。即 ...全文
今日信報理財投資宏觀灼見Karsten Junius2018年09月24日
英國6月份工資增長再次放緩。自英國脫歐公投以來，國民可支配收入已追不上消費水平，迫使很多家庭依靠積蓄和增加借款 ...全文
今日信報理財投資宏觀灼見Karsten Junius2018年08月27日
UK wage growth slowed again in June. Since the Brexit referendum, disposable income has failed to keep pace with consumption, forcing households to draw on their savings and borrow more. This is unlik ...More
EJ Insight2018-08-22
投資美國大型資訊科技公司似乎是機構投資者之間最有共識的交易。美國的科技公司似乎完美地受惠結構性增長結合周期性增 ...全文
今日信報理財投資行業微觀Karsten Junius2018年07月30日
Investing in large US information technology companies appears to be one of the highest consensus trades among institutional investors. US technology companies seem to enjoy a perfect blend of structu ...More
EJ Insight2018-07-24
