Danielle DiMartino Booth, CEO of QI Research and former Federal Reserve insider, dives into the Fed's 'frayed nerves' amid political shifts. She argues recent job data revisions are 'statistically impossible' and warns of imminent economic crises linked to rising buy-now-pay-later debt. DiMartino Booth highlights a troubling disconnect between Wall Street and Main Street, illustrating the financial struggles of everyday Americans. She also delves into how the political landscape is influencing economic stability and urges systemic reforms.

Danielle DiMartino Booth, CEO and Chief Strategist of QI Research, shares her sharp insights on the U.S. economy and job market. She argues that the nation is already in a recession, predicting its true impact will surface by January 29, 2025. DiMartino discusses the rise in unemployment, stealth layoffs, and the burgeoning gig economy's role in shaping labor market dynamics. Additionally, she examines market volatility in the wake of shifting interest rates and political influences, raising alarms about the sustainability of recent stock market gains.

Danielle DiMartino Booth, CEO of QI Research and expert on the US economy, shares her insights on the precarious state of the U.S. job market. She discusses the impact of tariffs on employment and the gig economy, navigating the complexities of inflation and labor dynamics. DiMartino Booth addresses the risks involved with government stimulus and its influence on job stability. She also explores the Federal Reserve's evolving policies, the interconnectedness of economic indicators, and the political pressures affecting monetary decisions.

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 of QI Research, is a prominent expert on monetary policy and author of "Fed Up." In this engaging discussion, she analyzes recent signals pointing to labor market weaknesses that may not be reflected in official data. She warns about deteriorating job security while spotlighting the Fed's shift towards market-focused inflation metrics, hinting at possible rate cuts. DiMartino Booth also explores the evolving role of artificial intelligence in the economy and the rising importance of creative skills in future job markets.

Frances Donald, Chief Economist at RBC, breaks down the Fed's recent decisions and the labor market's strength. Danielle DiMartino Booth, CEO at QI Research, tackles the implications of Fed actions on the market. Political analyst Wendy Schiller discusses looming government funding negotiations. Lisa Mateo highlights current retail trends amid economic uncertainty. The conversation navigates through the complex interplay of monetary policy, fiscal challenges, and political dynamics that shape the economic landscape.

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