Category Archives: Main Page

Danielle’s biweekly market update

Posted on June 16, 2023 by Danielle Park

Danielle was a guest with Jim Goddard on Talk Digitial Network, talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here.

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“Skip”, QT and high for longer–not bullish

Posted on June 15, 2023 by Danielle Park

A world of bullish commentators asserts that Fed pauses are positive, even though the worst economic and stock market downturns have always come after the Federal Reserve stops tightening. After ten consecutive rate increases and the sharpest rate of change … Continue reading →

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Lagging shelter costs mask magnitude of disinflation unfolding

Posted on June 14, 2023 by Danielle Park

Shelter costs account for a whopping one-third of the US consumer price index (CPI). Ex-shelter, the other two-thirds of CPI components deflated 0.1% month over month in May and were a tame +2.1% year-over-year (close to the official 2% CPI … Continue reading →

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