Author Archives: Danielle Park

Contagion: rising rates, falling stocks, home prices and the economy

Interest rates have risen sharply, and financial and housing markets are under pressure. With households holding a record amount of their net worth in highly-levered assets, this cycle’s contagion risks are higher than average.   It’s another good time to read … Continue reading

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Worst annual start on record- are stocks and bonds going to diverge?

As we await the next rate hike from the US Fed, some big picture is worth considering. As shown below, courtesy of Charlie Bilello, year to date has been the most negative start for stocks (S&P 500) and bonds (aggregate … Continue reading

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A Dilemma of the Fed’s Own Making

Danielle DiMartino Booth, founder and CEO of Quill Intelligence, joins Jack Farley and former senior Fed trader Joseph Wang to share her outlook on this week’s FOMC meeting. Booth argues that the Federal Reserve’s lateness to fight inflation has caused … Continue reading

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