Author Archives: Danielle Park

Hunt update: Why deflation will win

Hunt’s 36-minute presentation is content-rich as always; it requires more attention than click-bait but is worth the time invested. Is inflation truly winning out after decades of deflation/disinflation? If so, what will the repercussions be? Hoisington investment officer and former … Continue reading

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Treasury bonds outperform during falling growth and inflation

U.S. consumer credit expanded $18.9 billion in January while retail sales slid 1.9%.As in December, consumers are borrowing to cover basic needs and make ends meet as their interest costs are rising.  No wonder U.S. consumer sentiment is at a … Continue reading

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Homeowners expect to keep winning

Average Canadian home prices have increased 40% since the Pandemic began.  For a bit of context, that’s the equivalent of about eight years of the long-term average price appreciation in just two. Still, as unusual as housing gains have been, … Continue reading

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