Author Archives: Danielle Park

Hoisington Q4 2024 Review and Outlook

Well before the rising layoffs and economic disruptions in the first quarter of 2025, the global economy was registering a recessionary rise in unemployment and excess capacity, along with an accelerating decline in world dollar liquidity (WDL).  Hoisington’s Q4 2024 … Continue reading

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Tit for tariff policies weigh heavy by design

Economic conditions today are more fragile than in March 2018 when Trump 1.0 signed a memorandum instructing the United States Trade Representative (USTR) to apply relatively modest tariffs of $50 billion on Chinese goods. As RBC chief economist Frances Donald … Continue reading

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Can China (and other countries) avoid Japan’s lost decades?

China followed Japan’s bubble-boosting playbook from the 1980s, and Canada followed China along for the ride through levered capital flows into commodities and our real estate market. The bust part is less fun. Low bond yields, weak inflation and a … Continue reading

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