Author Archives: Danielle Park

Treasury market sees recession, disinflation and rate cuts in 2023

Posted on April 6, 2023 by Danielle Park

Komal Sri Kumar, Sri-Kumar Global Strategies president, on Loretta Mester’s recent comments on the federal funds rate, what the yield curve tells investors, and more. Here is a direct video link. The chart below (courtesy of True Insights) shows the … Continue reading →

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Credit earthquake reveals fault lines

Posted on April 5, 2023 by Danielle Park

The past year has seen the most aggressive Fed tightening cycle in at least 30 years (see the chart below as of March 30, 2023, courtesy of Isabelnet.com). Base effects matter a lot; coming off a decade of constant QE … Continue reading →

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Mind the bear market

Posted on April 4, 2023 by Danielle Park

On today’s episode of On The Margin, we welcome Darius Dale, Founder & CEO of 42 Macro, back to the show to discuss the recent liquidity measures in response to the banking turmoil over the past few weeks. With Markets … Continue reading →

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