Author Archives: Danielle Park

EPB Macro: Four stages of the economic slowdown, update

Posted on October 20, 2022 by Danielle Park

On today’s episode of “On the Margin”, Eric Basmajian, Founder of EPB Macro Research joins the show for an update on his “Four Stages of An Economic Slowdown” episode of On The Margin released in April of 2022. Here is … Continue reading →

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Yields lead housing, unemployment and stocks

Posted on October 19, 2022 by Danielle Park

The US National Association of Home Builders (NAHB)/Wells Fargo Housing Market Index (HMI), designed to gauge market conditions, fell to 38 in October from 46 in September, now 50% lower than it was six months ago (below 50 is considered … Continue reading →

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Record tightening priced into Treasuries, equities not yet

Posted on October 18, 2022 by Danielle Park

As shown below, since 1999, courtesy of The Daily Shot, the US 10-year minus 2-year Treasury bond yield spread at -.52 last week was the most negative since the onset of the 2001-02  and 2007-09 US recessions. An imminent recession … Continue reading →

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