Author Archives: Danielle Park

Investing in Uncertain Times

Posted on April 16, 2025 by Danielle Park

Some worthwhile macro observations in this discussion. DoubleLine Deputy CIO Jeffrey Sherman moderates a discussion on April 3, the day after President Donald Trump’s reciprocal tariff announcement, between DoubleLine CEO-CIO Jeffrey Gundlach and Quill Intelligence CEO and Chief Strategist Danielle … Continue reading →

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Canada’s housing market downturn grinds into year four

Posted on April 15, 2025 by Danielle Park

Market consensus pegs a 58% probability that the Bank of Canada will hold its overnight rate at 2.75% tomorrow, with a 42% chance of a 25-bp cut to 2.50%. This morning’s milder-than-expected Canadian inflation news, CPI of 2.3% year-over-year in … Continue reading →

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Rough ride exacting a toll

Posted on April 14, 2025 by Danielle Park

Preliminary estimates show that the University of Michigan’s consumer sentiment for the US plunged to 50.8 in April—below forecasts of 54.5—and the lowest level since June 2022. Consumer sentiment has fallen 40% since November 2024 (below since 1970, courtesy of … Continue reading →

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