Category Archives: Main Page

Financial conditions tightening into consumer-led slowdown

Posted on December 15, 2021 by Danielle Park

Today, Fed chair Powell will try to appease political pressure to “do something!” about inflation caused by supply-side shocks (which are already resolving themselves) and asset markets loco on the irrational belief that central banks won’t let asset bubbles burst.  … Continue reading →

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Misplaced confidence melts with misallocated capital

Posted on December 14, 2021 by Danielle Park

The last 18 months have been the zenith of two decades of monetary madness and speculative mayhem.  For the few possessed of fundamental and historical context, conditions have been both amazing and disturbing to behold. Fear of missing out (FOMO) … Continue reading →

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Rosenberg: the case for lower rates and risk off in 2022

Posted on December 13, 2021 by Danielle Park

This segment is a sober, worthwhile overview of inflation, growth, interest rate and risk market trends heading into 2022.   Here is a direct video link.

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