Author Archives: Danielle Park

The financial noose tightens

The US Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) is used by monetary policymakers to gauge credit conditions. Over the past year, banks have reported tighter lending standards on commercial loans to small, large and middle-market firms … Continue reading

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Equity and corporate bond prices still screaming cycle top!

So far in 2023, value-indiscriminate buyers are still pounding into the riskiest low-yielding assets with wild abandon. Take BBB-rated bonds-whose credit quality is just one level above “junk.” At past cycle bottoms (attractive investment opportunities), the US Fed had raised … Continue reading

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Taking Stock with David Rosenberg

It’s not all rosy in the months ahead – a recession is probably coming, and those tend to hurt: David Rosenberg, Rosenberg Research. Here is a direct video link.

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