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Danielle DiMartino Booth: Jay Powell Just “Went Way Off Script” At September Fed Meeting

Forward Guidance

English - September 20, 2023 22:50 - 1 hour - ★★★★★ - 199 ratings
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Danielle DiMartino Booth, CEO & Chief Strategist of QI Research, returns to Forward Guidance to share her views on the September meeting of the Federal Reserve’s Open Market Committee (FOMC). Filmed on September 20, shortly after Fed Chair Jay Powell’s press conference.
Follow Danielle DiMartino Booth on Twitter https://twitter.com/DiMartinoBooth
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
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Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timecodes:
(00:00) Introduction
(00:31) Jay Powell Goes Off Script
(16:50) Oil & Inflation
(25:54) Odds Of A Liquidity Crisis Forcing The Fed To Stop QT (Danielle Doesn't Buy It!)
(40:13) Normalization of Credit
(46:52) Danielle's Hypothesis That March 2020 Might Not Count As A Recession
(53:13) Will There Be A NBER-Declared Recession Within 24 Months (And Why)?
(01:01:00) Risk Of Government Shutdown

Today’s interview is brought to you by YCharts. For a free trial and 15% discount on new memberships, visit https://go.ycharts.com/forward-guidance

Danielle DiMartino Booth, CEO & Chief Strategist of QI Research, returns to Forward Guidance to share her views on the September meeting of the Federal Reserve’s Open Market Committee (FOMC). Filmed on September 20, shortly after Fed Chair Jay Powell’s press conference.

Follow Danielle DiMartino Booth on Twitter https://twitter.com/DiMartinoBooth

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

___

Timecodes:

(00:00) Introduction

(00:31) Jay Powell Goes Off Script

(16:50) Oil & Inflation

(25:54) Odds Of A Liquidity Crisis Forcing The Fed To Stop QT (Danielle Doesn't Buy It!)

(40:13) Normalization of Credit

(46:52) Danielle's Hypothesis That March 2020 Might Not Count As A Recession

(53:13) Will There Be A NBER-Declared Recession Within 24 Months (And Why)?

(01:01:00) Risk Of Government Shutdown


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