January 2019 | Econ記者

政府停工會點影響到GDP數字？

January 31, 2019 by Cloud

根據Wells Fargo嘅報告解釋，影響嘅程度係Nominal GDP同Real GDP係唔同嘅。

咩係CLO – Collateralized Loan Obligations?

January 30, 2019 by Cloud

係上一個金融危機大家學識左咩係CDO（Collateralized Debt Obligations）同MBS（Mortgage Backed Securities），而迎接下一個金融危機我地要學嘅係CLO（Collateralized Loan Obligations）同Leveraged Loans。

點解負債總額高唔等如就快經濟衰退呢？

January 30, 2019January 30, 2019 by Cloud

根據英倫銀行嘅Ben Broadbent係上星期演說《Debt dynamics》提出嘅例證，債務增幅預測經濟放緩嘅能力相對較高。

美國有幾多國債？

January 29, 2019January 29, 2019 by Cloud

根據美國Congressional Budget Office （CBO）最新一份《The Budget and Economic Outlook: From 2019 to 2029》報告，目前由公眾持有嘅美國國債約為15.8萬億美元，相當於GDP 78%

WSJ話聯儲局停減資產表股市因而上升但其實……

January 30, 2019January 27, 2019 by Cloud

星期五美股係WSJ刊出報道《Fed Officials Weigh Earlier-Than-Expected End to Bond Portfolio Runoff》後充滿正面情緒，因為該篇由記者Nick Timiraos撰寫嘅報道講述聯儲局官員正考慮提早結束資產負債表正常化，即係會預市場預期早就停止減持手上持債。

市場認為呢個係利好金融市場嘅消息，但其實如果你有細睇報道全文……