Author Archives: Danielle Park

Pandemic consumption boom now in reverse

Posted on July 11, 2022 by Danielle Park

EPB macro has a knack for distilling complex macro forces into key trends. This video focuses on US consumption, but the trends are similar in Canada and other major economies. The housing and durable goods sectors are the cyclical engines … Continue reading →

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Danielle’s biweekly market update

Posted on July 8, 2022 by Danielle Park

Danielle was a guest with Jim Goodard on Talk Digital Network talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here.

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Secular bears end when animal spirits are crushed

Posted on July 7, 2022 by Danielle Park

Secular bear markets begin from a point of mass exuberance and over-valuation and end when they have crushed both into remission. The forward price to earnings (PE) estimate for the S&P 500 in 2000 was 26 versus a long-term mean … Continue reading →

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