Danielle DiMartino Booth, CEO and chief strategist of QI Research, returns to Forward Guidance to share her findings on the problems brewing in commercial real estate, the collapse in money supply (M2) growth, and her updated views on the auto and housing markets.--Today's show is sponsored by Public.com: Get a 5.1% yield when you open a government-backed Treasury Account by going to https://public.com/forwardguidance--Follow Danielle DiMartino Booth https://twitter.com/DiMartinoBoothFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks_--Timestamps:(00:00) Intro(04:33) "Deathly Silence" In Private Equity World(16:13) "There Will Be A 'Mark-to-Market' Moment"(19:31) Issues In Commercial Real Estate (CRE)(21:47) Public ad(22:50) Auto Loans Are In Distress(30:36) The Residential Housing Market(36:39) ill Inflation Fall?(38:08) Fed Expects A Recession(41:12) Money Growth Is Lowest Since Great Depression(44:30) The Debt Ceiling(51:09) The Bernanke Doctrine In Jeopardy? (QE whil rates are above zero)(01:03:40) Quantitative Easing Is NOT Back, Says Danielle(01:09:28) Closing Thoughts On Credit Crunch--Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Economic analyst Danielle DiMartino Booth discusses the May FOMC meeting focusing on labor market softening, recession indicators, consumer spending trends, layoffs across sectors, private equity challenges, and dissent within the Federal Reserve. Insights on the new neutral interest rate and Basel III regulations are also explored.

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, returns to Forward Guidance to share her views on the Federal Reserve’s decision to pause its hiking of interest rates. Filmed on June 14, 2023, after Fed Chair Jay Powell’s press conference for the June meeting of the Federal Open Market Committee (FOMC).Follow Danielle DiMartino Booth on Twitter https://twitter.com/DiMartinoBoothFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks_____Use code GUIDANCE20 to get 20% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/____Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:https://rb.gy/5weeywMarket commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos____Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Danielle DiMartino Booth, CEO & Chief Strategist of QI Research, discusses Jay Powell going off script at the September Fed meeting, the normalization of credit, the risk of a government shutdown, and her hypothesis that March 2020 might not count as a recession.

The Federal Reserve could be steering us straight into the next great recession. After decades of monetary and fiscal debacles from quantitative easing to safeguarding big banks that hurt everyday Americans, it seems almost everyone wants the Fed to be taken apart and rebuilt or shipped away, never to have economic sway again. Grave mistakes have been made over the past two decades, many of which will have unfathomable consequences for today’s economy. So, can the Fed do ANYTHING to save us?Enough with the speculating. We brought former Advisor to The Federal Reserve Bank of Dallas, Danielle DiMartino Booth, to tell us what happens behind closed doors. Danielle was there at the beginning of quantitative easing, fighting back against a program she knew would lead to a weak economy. Now, as Danielle puts it, “everything has come home to roost,” as quick decisions made in the last financial crisis put us in a massive economic bind. This is NOT good news for real estate investors; those buying today could be in serious trouble in years to come.Throughout today’s episode, Danielle gives us her take on how the Fed could fix itself, current actions Jerome Powell, Chair of the Fed, has put into place to correct the course we’re on, and whether or not a “soft landing” is possible as the American economy heads into a recession. Finally, Danielle gives her advice on what real estate investors should do and why those exiting the market might be smarter than the rest of us.In This Episode We CoverMassive mistakes the Fed made during the Global Financial Crisis that we’re paying for todayQuantitative easing explained and why “money printing” is so dangerous to the economy The “dual mandate” that’s making the Fed’s job almost impossible to achieve Recession predictions and whether we’ll face a soft landing or hard crash Why smart real estate investors are hoarding cash and refusing to buy False job data and why the unemployment rate is about to get even worse And So Much More!Links from the ShowFind an AgentFind a LenderBiggerPockets ForumsBiggerPockets AgentBiggerPockets BootcampsJoin BiggerPockets for FREEOn The MarketJoin the Future of Real Estate Investing with FundriseConnect with Other Investors in the “On The Market” ForumsSubscribe to The “On The Market” YouTube ChannelDave's BiggerPockets ProfileDave's InstagramKathy's BiggerPockets ProfileKathy's InstagramBook Mentioned in the Show:Fed Up by Danielle DiMartino BoothConnect with Danielle:Danielle's SubstackDanielle's TwitterCheck the full show notes here: https://www.biggerpockets.com/blog/on-the-market-121Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

To get $1,000 off an annual subscription to QI Pro, Danielle DiMartino Booth’s institutional-grade research service, go to https://quillintelligence.com/register/qi-pro-friends-of-farley/.$3,000 instead of $4,000 for the first year, offer ends in July. Interested parties may request a sample report of QI Pro by emailing Danielle DiMartino Booth at danielle@dimartinobooth.com.Danielle DiMartino Booth, CEO and chief strategist of QI Research, returns to Forward Guidance on a mission to dispute the notion that the U.S. economy is strong.Booth challenges the apparently-rosy economic data and points to where the data is either very lagging or, as she says about the Bureau of Labor Statistics’ (BLS) data, “painfully corrupted.”Booth explains why she expects inflation to continue to fall very sharply, and why she expects the Federal Reserve to hike interest rates at least one more time in July (and perhaps again in September). Filmed on June 20, 2023.--Follow Danielle: https://twitter.com/DiMartinoBoothFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks_--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:https://rb.gy/5weeywMarket commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos--Timecodes:(00:00) Introduction(00:47) Laying Inflation To Rest(07:43) Shortages Have Become Gluts(09:32) Housing Is Strong, Right?(14:04) Hidden Cracks In The Labor Market(16:49) Official Bureau of Labor Data Is "Painfully Corrupted"(24:23) Global Economic Impulse Is Disinflationary(28:56) Liquidity Is NOT Increasing, Says Danielle(35:04) QI Pro Discount(39:06) Fed Will Likely Hike Rates In July (And Maybe September), Says Danielle--Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

In this episode, macro strategists Danielle DiMartino Booth and Jim Bianco discuss inflation data, recession scenarios, rate cuts, stock market trends, Fed spending and national debt, Powell's legacy, and Bitcoin vs ETFs.

Danielle DiMartino Booth, CEO and chief strategist at QI Research, returns to Forward Guidance to share her thoughts on May 3rd’s Federal Reserve’s meeting of the Federal Open Market Committee (FOMC) as well as the ongoing issues at several regional U.S. banks. Follow Danielle DiMartino Booth https://twitter.com/DiMartinoBoothFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks_____Apply to host the “Lightspeed” podcast on Blockworks at https://blockworks.co/careersUse code GUIDANCE10 to get 10% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/____Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:https://rb.gy/5weeywMarket commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos____Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.(00:00) Intro(11:02) When Will The Fed Pivot (Cut Rates)?(15:40) Powell Wants To Get Rid Of The Fed Put(25:20) Calling Inflation "Transitory" Was "A Path To Hell"(29:11) "Powell Will Stand His Ground"(34:30) Permissionless(35:34) The Balance Sheet(40:17) Powell Won't Save The Banks(47:41) Blockworks Research(48:41) The Debt Ceiling(54:08) "This Is Going To Be A Really Ugly Recession"(58:03) Door To A June Hike Is Ajar(59:11) The Bernanke Doctrine(01:01:26) Danielle's Views On Private Credit Are Evolving

Jen Bartashus and Simone Foxman analyze Target and TJ Maxx earnings. Danielle DiMartino Booth discusses the Fed, pressures in China, and outlook for the economy. Nathan Dean talks about President Biden’s attempts to curb China investments. Doug Baker gives his market outlook. Caroline Fredrickson discusses the Trump indictment. Lisa Sturtevant talks about real estate and mortgage rates.

Danielle DiMartino Booth, CEO and Chief Strategist of QI Research, is a renowned expert in monetary policy. In this discussion, she explores the current economic landscape, asserting that the U.S. is already in recession. She delves into the Federal Reserve's challenges, especially Chair Powell's efforts to navigate political pressures. The conversation highlights the troubling impact of Fed policies on income inequality, the reliance on government jobs, and the shifting dynamics of the housing market affecting millennials. Booth also emphasizes the voice of the silent majority in shaping American politics.