Category Archives: Main Page

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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Thoughts from the front line of commercial real estate

Posted on February 2, 2024 by Danielle Park

As Meta and Amazon further fan animal spirits in the tech sector, the melt in commercial real estate is spreading through the economy and financial system. US regional banks are -54% since January 2022, and the contagion is international, see … Continue reading →

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Lacy Hunt on Thoughtful Money

Posted on February 1, 2024 by Danielle Park

Is the soft landing camp being proven right? Have we been able to side step the Lag Effects so many expected from the Fed’s aggressive campaigns of rates hikes and Quantitative Tightening? Is inflation indeed on its way to being … Continue reading →

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