185. Making Sense of $30 Trillion in Bills, A Debt Ceiling Clock, & QT with Danielle DiMartino Booth

We may not be fluent in Fed Chair Jerome Powell, but in this special guest episode of The TreppWire Podcast, we found an expert who is. Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence, economist, and former Federal Reserve insider joins the team to make sense of the Fed Chair’s comments coming off the heels of the Senate Banking Committee meeting. We talk about the size of US debt, quantitative tightening, interest rates and Qe2, and how this all can impact commercial real estate. Tune in now. Episode Notes: • Danielle DiMartino Booth intro (0:23) • Making sense of Fed Chair Powell’s comments (3:30) • Has the Fed been wobbly? (5:50) • You switch seats with J. Powell? What do you do differently? (9:46) • How will the average CRE owner or lender be impacted? (11:18) • Size of US debt: is it a ‘Black Swan’ event? (13:57) • Quantitative tightening not being priced like it used to (16:20) • Buyers’ remorse… is there more to come? (19:05) • Can we quantify how high rates would be in other scenarios? (21:40) • What would trigger a 2006/2007 event? (24:15) • Industrial reaching inflection point (27:45) • Biggest risks for CRE (29:55) Questions or comments? Contact us at podcast@trepp.com. Find Danielle: https://dimartinobooth.substack.com/ https://twitter.com/DiMartinoBooth Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC