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Author Archives: Danielle Park
Less insurance coverage suggests less exposure appetite
Property insurance premiums are leaping, and coverage is becoming harder to find in many areas of the world. Few note the significance of these trends and the negative impact on asset prices. Less insurance coverage naturally reduces the amount of … Continue reading
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Powell focused on killing the Fed put?
Danielle DiMartino Booth believes Fed Chair Powell is sticking to prudent interest rate levels in an effort to crush the Fed put and do the “right thing” in the long term for the economy. Here’s hoping… Powell: We Wouldn’t Wait … Continue reading
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China stumbles under debt and real estate bust
Our September 2021 client letter “Shifting Foundations” examined the default of China’s second-largest property developer, Evergrande, and the implications of a real estate bust leading to a slump in the Chinese and global economy. You can read the entire letter … Continue reading
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