Author Archives: Danielle Park

Consumer spending and employment downturn in 2024

Consumer spending drives some 58% of Canada’s economic growth and 68% in America, so when households are blindsided by higher carrying costs and deteriorating employment, financial weakness compounds through the economy to lower revenues for companies and governments. See more … Continue reading →

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Yield curve screaming bear market in process

The US yield curve’s last 17 months of inversion has been the second longest in history (2-10 curve inversion lengths shown below since 1941 courtesy of The Daily Shot). Ditto for Canada, where the 2s-10s curve has also been inverted … Continue reading →

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The end of secular norms

A worthwhile overview of current conditions and implications for asset prices and unemployment in this presentation… In his Dec. 5, 2023, webcast, DoubleLine CEO and Chief Investment Officer Jeffrey Gundlach (0:06) tours a global environment undergoing a sweeping breakdown of … Continue reading →

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