The David Lin Report, Released on 4/17/24 (Recorded on 4/16/24)

Danielle DiMartino Booth, CEO of QI Research, discusses the state of the labor market in the U.S., inflation, and the Fed’s next likely move in response to current macroeconomic forces.

0:00 – Intro
1:45 – Layoffs recap
9:50 – Recession and retail sales
12:40 – Credit card delinquencies
15:30 – Inflation and the Fed
28:00 – Market outlook
29:07 – Discretionary spending
30:10 – Asset allocation
32:00 – QI Research

Danielle DiMartino Booth is Founder & CEO of QI Research, a research and analytics firm. She spent nine years as an advisor to Richard W. Fisher at the Federal Reserve Bank of Dallas. Danielle left the Fed in 2015 to found Money Strong, LLC, an economic consulting firm and launched a weekly economic newsletter She is the author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America. DiMartino Booth began her career in New York at Donaldson, Lufkin & Jenrette and Credit Suisse, where she worked fixed income and the public and private equity markets. Danielle earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.

  economy, investing, recession