After the June ECB meeting, the first rate hike was pushed from June to September 2019. Before the meeting the June Euro Over Night Index Average (EONIA) priced in 8bps of higher yields; this fell clo ...More
EJ Insight2018-06-29
Ahead of the EU Summit in June, the discussion about the future structure and governance of the euro area is gaining traction. So far, policy proposals reflect the very heterogeneous views about the i ...More
EJ Insight2018-05-31
今年以來全球市場波動性明顯加大,去年所有資產類別皆升的好景不再,私人銀行客戶若希望今年下半年持盈保泰,便應留意 ...全文
今日信報理財投資私人銀行暨財富管理專題特刊2018年05月16日
Uncertainty around Syria, Russia and the United States-led trend towards more protectionist and confrontational trade policies is providing political headwinds for financial markets. Nonetheless, we r ...More
EJ Insight2018-04-19
Europe’s readiness to enter a trade war should be a wake-up call for those relying on the rule of law, international organizations and cooperation – the pillars of the post-war multilateral system. Th ...More
EJ Insight2018-03-29
有見及大部分國家的經濟增長明顯高於潛力水平、失業率下降、實際借貸率處極低水平,加上多間中央銀行表明考慮撤出政策 ...全文
今日信報理財投資宏觀視野Karsten Junius、Dr. Adolfo L. Laurenti2018年03月12日
Investors often tend to underestimate the currency effect linked to investments in foreign currencies. Bond yields are heavily influenced by foreign currency movements. With equities, currency fluctua ...More
EJ Insight2018-02-28
The European Central Bank (ECB) has rattled markets with a paragraph in its latest minutes noting that its forward guidance is likely be changed along "various dimensions" early this year. In particul ...More
EJ Insight2018-01-31