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
In the surprise hit movie “Crazy Rich Asians” (based on a 2013 Kevin Kwan novel), a New York University economics professor (Rachel), travels with her boyfriend to Singapore to meet his family. There, ...More
EJ Insight2018-10-10
As Venezuela’s great experiment with “Bolivarian” socialism implodes, it is creating a humanitarian and refugee crisis comparable to Europe in 2015. Traveling by bus, boat, and even on foot through tr ...More
EJ Insight2018-09-06
美國總統特朗普經常大張聲勢地把美國經濟快速增長的每一項新成績都記在自己賬上。但在經濟表現方面,他對長期走勢的影 ...全文
今日信報理財投資博集先機Kenneth Rogoff2018年08月18日
上周二香港金融管理局聯同3家發鈔銀行公布,將發行新一系列的香港鈔票。新鈔票維持20元至1000元的5種面值,並 ...全文
亞馬遜、蘋果、臉書、谷歌和微軟等技術巨頭是否都已經變得過於巨型,富有而強勢,以至於監管機構和政界人士都無法與之 ...全文
今日信報理財投資博集先機Kenneth Rogoff2018年07月04日
在阿根廷和土耳其不斷發酵的滙率和債務危機,是不會產生更大影響的局部事件嗎?還是早期預警訊號,表明高處不勝寒的全 ...全文
名家論壇Project Syndicate2018年06月12日
Are brewing exchange-rate and debt crises in Argentina and Turkey localized events without broader implications? Or are they early warning signs of deeper fragilities in bloated global debt markets ...More
EJ Insight2018-06-07
涉及數以千億元計進出口商品的中美貿易談判有何進展,在官方層面未見具體消息。過去幾天訪美進行談判的副總理劉鶴沒有 ...全文
特朗普的美國總統生涯幾乎完全置常規制度規範於不顧,如何解釋他絕對合理的聯儲局理事會任命?最新提名人、哥倫比亞大 ...全文
今日信報理財投資博集先機Kenneth Rogoff2018年05月11日
特朗普的美國總統生涯幾乎完全置常規制度規範於不顧,如何解釋他絕對合理的聯儲局理事會任命?最新提名人、哥倫比亞大 ...全文
名家論壇Project Syndicate2018年05月10日
中國和美國正在進行最新一輪貿易糾葛,大部分經濟學家理所當然地認為,從長期看中國將實現全球經濟支配,不管現在的情 ...全文
名家論壇Project Syndicate2018年04月04日
As China and the United States engage in their latest trade tussle, most economists take it as given that China will achieve global economic supremacy in the long run, no matter what happens now. Afte ...More
EJ Insight2018-04-04