Author Archives: Danielle Park

Markets have not yet priced new normal of slower growth China

Our September 30, 2021, client letter “Shifting Foundations” highlighted the default of Chinese property developer Evergrande as a turning point in the real estate-centric China growth story with broad implications for the global economy: China’s property sector has been the … Continue reading →

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Danielle on CBC Weekend Business Panel

Danielle was a guest on the CBC Weekend Business Panel, talking about the Bank of Canada rate decision, grocery prices and McDonald’s efforts to increase sales. You can watch a video clip of the segment here.

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Lagged effects of epic tightening cycle will intensify in 2024

Equifax Canada reports that Canadian households added $80 billion of additional consumer debt over the past year, making the total outstanding an eye-watering $2.4 trillion. Well beyond paycheck to paycheck, many are living credit card to credit card. Money owed … Continue reading →

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