正如我們一再指出，經濟強勁復甦及特意延長放寬貨幣政策的時限，均為提高對政府債券市場的通脹預期提供了理想的條件。 ...全文
今日信報理財投資債．息先機Karsten Junius2021年05月03日
As we have noted repeatedly, a strong economic rebound and deliberately loose monetary conditions for an extended period of time form the perfect set-up for an increase in inflation expectations in go ...More
EJ Insight2021-04-30
過去一年，周期性股份表現出色，在2020年3月跌至疫情谷底後跑贏防守型股超過40%。因此，相對價格飆至紀錄新高 ...全文
今日信報理財投資市場觀點Karsten Junius2021年04月19日
Although the adjustment to a more normal rate structure in the US has progressed considerably, the risk remains that bond yields may move somewhat higher in the coming months as inflation concerns and ...More
EJ Insight2021-03-31
年初至今，十國集團（G10）成員國的外滙表現繼續由英鎊主導。英鎊兌美元升值2.7%，甚至超越了其他因商品價格上 ...全文
今日信報理財投資理財方略Karsten Junius2021年03月22日
相信疫情的最壞時期已過，市場信心逐步增加。美國財長耶倫提出的「做大事」計劃，將使通貨再膨脹並刺激經濟，而於上月 ...全文
今日信報理財投資宏觀灼見Karsten Junius2021年03月08日
Global equities have had a lot going right for them in the past nine months. An unprecedented easing of monetary policy provided full-blown valuation support, while a succession of fiscal programs aro ...More
EJ Insight2021-02-26
過去9個月，全球股市迎來重大利好消息，例如前所未有的寬鬆貨幣政策，為市場估值提供全面支持，加上全球各國連串財政 ...全文
今日信報理財投資宏觀灼見Karsten Junius2021年02月22日
歐洲本季舉步維艱，更可能在復甦前先變得更差。嚴格的封城措施為消費及服務業情緒帶來壓力，而民眾對快速接種疫苗的希 ...全文
今日信報理財投資宏觀灼見Karsten Junius2021年02月08日
COVID-related restrictions have been extended and tightened across the euro area in recent months. Restaurants and retailers are largely closed in many countries, with online shopping unable to fully ...More
EJ Insight2021-01-29
Trust between business partners facilitates easier contracts, which do not require every eventuality to be pre-negotiated. Trust among different groups in a society bolsters their solidarity beyond th ...More
EJ Insight2020-12-29
