1 hr 12 min

Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024 Forward Guidance

    • Investing

For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forward
Or use code “FORWARD” at checkout. Deal expires on May 23, 2024. 20% discount applies to first year subscription.
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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_
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Timestamps:
(00:00) Introduction
(01:46) The QT Taper
(05:25) Was The May FOMC Meeting A Dovish or a Hawkish Meeting?
(09:01) The Fed Is Now Focusing On The Softening Labor Market, Argues Danielle DiMartino Booth
(22:53) U.S. Economy Entered Recession In October, Argues Danielle DiMartino Booth
(29:53) Consumer Spending
(33:11) Layoffs in 2024
(36:22) New Neutral Rate Of Interest
(38:32) Private Equity & Private Credit
(47:07) The Bernanke Doctrine
(51:24) Basel III Endgame
(56:33) Dissents
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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.

For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forward
Or use code “FORWARD” at checkout. Deal expires on May 23, 2024. 20% discount applies to first year subscription.
__
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_
__
Timestamps:
(00:00) Introduction
(01:46) The QT Taper
(05:25) Was The May FOMC Meeting A Dovish or a Hawkish Meeting?
(09:01) The Fed Is Now Focusing On The Softening Labor Market, Argues Danielle DiMartino Booth
(22:53) U.S. Economy Entered Recession In October, Argues Danielle DiMartino Booth
(29:53) Consumer Spending
(33:11) Layoffs in 2024
(36:22) New Neutral Rate Of Interest
(38:32) Private Equity & Private Credit
(47:07) The Bernanke Doctrine
(51:24) Basel III Endgame
(56:33) Dissents
__
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.

1 hr 12 min