Author Archives: Danielle Park

Bubble 3.0: the Fed’s done it again

Posted on September 2, 2017 by Danielle Park

Worthwhile article and big picture charts on our Fed-elongated, late-stage credit cycle from independent bank analyst Chris Whalen.  Read:  The Fed Fueled Bubble in Residential Real Estate: Fed Chair Janet Yellen’s defense of the benefits of regulation last week in … Continue reading →

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‘Out to lunch’ Fed, bond market leading indicator

Posted on September 2, 2017 by Danielle Park

Dr. Komal Sri-Kumar, the president of macroeconomic consulting firm Sri-Kumar Global Strategies, says to keep an eye on the spread between the 2-year and 10-year Treasury yields, which has historically signaled a recession when it narrows down to zero. Overall, … Continue reading →

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When capital loss spreads from owners to lenders

Posted on August 30, 2017 by Danielle Park

Imagine that your largest equity asset is wiped out and you have no flood insurance.  Now you have nowhere to live and have to restart from scratch paying rent somewhere else. Think you would keep paying your mortgage on the … Continue reading →

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