Category Archives: Main Page

Powell focused on killing the Fed put?

Posted on February 7, 2024 by Danielle Park

Danielle DiMartino Booth believes Fed Chair Powell is sticking to prudent interest rate levels in an effort to crush the Fed put and do the “right thing” in the long term for the economy. Here’s hoping… Powell: We Wouldn’t Wait … Continue reading →

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China stumbles under debt and real estate bust

Posted on February 6, 2024 by Danielle Park

Our September 2021 client letter “Shifting Foundations” examined the default of China’s second-largest property developer, Evergrande, and the implications of a real estate bust leading to a slump in the Chinese and global economy. You can read the entire letter … Continue reading →

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Danielle presents at VRIC 2024: Capital Prospects in 2024

Posted on February 5, 2024 by Danielle Park

Danielle presents at VRIC 2024. Here is a direct video link. Further to real interest rates (nominal rates minus inflation) being demand-crushingly high for borrowers (but attractive for savers), the chart below shows the US Fed Funds Rate (FFR) minus … Continue reading →

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