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Hedgeye Investing Summit Spring 2025 | Danielle DiMartino Booth, CEO & Chief Strategist of QI Research

Apr 20, 2025
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INSIGHT

Hidden Credit Market Risks

  • Corporate bankruptcies are up about 20% year over year, signaling recession stress in the economy.
  • High yield spreads appear understated due to ETF liquidity dynamics, hiding true credit market risk.
INSIGHT

Markets Price Fed Cuts Early

  • Dollar weakness signals markets expect Fed rate cuts despite Powell's hawkish stance.
  • Inflation is decelerating, but the lag in unemployment rise complicates Fed policy.
INSIGHT

Rising Bankruptcy Cycle Signals Stress

  • Household bankruptcies are rising, following corporate distress, indicating widespread economic deterioration.
  • Banks are masking loan losses with euphemisms as the credit cycle worsens.
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