Danielle DiMartino Booth: 'Perfect Storm' Dead Ahead For Markets. Get Your Money To Safety
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Up until recently, runaway inflation was all anyone could talk about.
Suddenly, now everyone is fixating on the surge in bond yields, worried that they'll continue moving even higher.
Have we made a permanent shift to an era of higher cost of capital that will constrain economic growth?
Or is this spike in yields a transitory one? And those hoping for a Fed pivot & a return to lower interest rates finally get their wish?
For answers, we're fortunate to sit down with Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence. She was a former advisor to the Dallas Federal Reserve during the great financial crisis, working with Richard Fisher, and she's author of the book Fed Up.
Follow Danielle at https://dimartinobooth.substack.com/
And on Twitter @dimartinobooth and on YouTube at @DanielleDiMartinoBoothQI
TIMESTAMPS
0:00 The perfect storm of bankruptcies.
1:23 Introduction.
10:23 What is causing the sudden move higher in bond yields?
14:08 Other factors that contributed to treasury buyers getting spooked.
19:55 Employee retention credit and the perfect storm.
26:26 A stealth stimulus that has gone into the pockets of the top 20%.
31:30 Risk of a Fed pivot in 2024.
36:16 The difference between corporate bonds and government bonds.
41:17 The shadow inventory in the real estate market.
46:28 How do you expect the financial markets to react?
51:47 Actionable ideas in this environment.
56:21 What to expect at the conference?
Up until recently, runaway inflation was all anyone could talk about.
Suddenly, now everyone is fixating on the surge in bond yields, worried that they'll continue moving even higher.
Have we made a permanent shift to an era of higher cost of capital that will constrain economic growth?
Or is this spike in yields a transitory one? And those hoping for a Fed pivot & a return to lower interest rates finally get their wish?
For answers, we're fortunate to sit down with Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence. She was a former advisor to the Dallas Federal Reserve during the great financial crisis, working with Richard Fisher, and she's author of the book Fed Up.
Follow Danielle at https://dimartinobooth.substack.com/
And on Twitter @dimartinobooth and on YouTube at @DanielleDiMartinoBoothQI
TIMESTAMPS
0:00 The perfect storm of bankruptcies.
1:23 Introduction.
10:23 What is causing the sudden move higher in bond yields?
14:08 Other factors that contributed to treasury buyers getting spooked.
19:55 Employee retention credit and the perfect storm.
26:26 A stealth stimulus that has gone into the pockets of the top 20%.
31:30 Risk of a Fed pivot in 2024.
36:16 The difference between corporate bonds and government bonds.
41:17 The shadow inventory in the real estate market.
46:28 How do you expect the financial markets to react?
51:47 Actionable ideas in this environment.
56:21 What to expect at the conference?
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در تاریخ 1402/06/23 منتشر شده
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