Author Archives: Danielle Park

Inflated risk assets mean central banks tighter for longer

Posted on November 15, 2023 by Danielle Park

A flat October US CPI release yesterday inspired both equities and bonds to rally on a growing belief that inflation is decreasing, and the US and Canadian central banks, on hold since July, are done hiking policy rates this cycle. … Continue reading →

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Consumer spending plans at recessionary levels

Posted on November 14, 2023 by Danielle Park

The University of Michigan Consumer Survey for November found a fresh low in spending intentions. Consumers citing interest rates as preventing them from buying an automobile (36%) and a home (67%) were the highest since the 1981 and 1982 recessions … Continue reading →

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WeWork bankruptcy accelerates real estate dominoes

Posted on November 13, 2023 by Danielle Park

As WeWork filed for bankruptcy last week, billions in commercial real estate leases, loans and property values are up for price discovery. The discussion below connects some of the dots. Danielle DiMartino booth Joins The Replay Booth. Here is a … Continue reading →

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