Investing Experts Powell in Jackson Hole, a little too late - Danielle DiMartino Booth
Aug 22, 2025
In this engaging discussion, Danielle DiMartino Booth, CEO and Chief Strategist for QI Research and former Fed insider, critiques Fed Chairman Powell's recent comments, suggesting they may have come too late. She delves into the bond market's reaction, the impact of tariffs on corporate America, and parallels between current economic trends and the COVID era. With housing now shifting to a buyer's market and insights on the intriguing dynamics of the US dollar, her expert analysis provides critical perspectives for investors navigating these turbulent times.
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Fed Pivot Felt Tardy
- Danielle DiMartino Booth believes Powell acted too late and only acknowledged weakening labor data after the fact.
- Markets celebrated Powell's shift because it implied the Fed would pivot to easing sooner than expected.
Monitor Fed Voices After Jackson Hole
- Watch upcoming Fed speakers closely because markets will parse their willingness to cut and the shape of the easing cycle.
- Pay special attention to New York Fed president John Williams and other officials for guidance on whether cuts begin in September.
Yield Moves Signal Risk
- Bond yields at the short end will react most to sequential rate cuts, with the two-year Treasury being highly sensitive.
- A falling 10-year yield often signals recession risks, so the long end's rally warrants caution.