Latest / The Julia La Roche Show
#230 Danielle DiMartino Booth On Labor Market Cracks, Recession Signals, and Why We'll Likely See A March Rate Cut
Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 230 for an in-person Fed day analysis following the January FOMC meeting. She breaks down Powell's press conference, newly released 2019 Fed transcripts, and signals of labor market weakness that official numbers might miss. DiMartino Booth explains why the Fed's shift to market-based inflation metrics could accelerate rate cuts, while warning about mounting evidence of job market deterioration hidden beneath headline numbers.
A global thought…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.