Blockworks Macro, Released on 6/30/23

00:00 Introduction
00:47 Laying Inflation To Rest
07:43 Shortages Have Become Gluts
09:32 Housing Is Strong, Right?
14:04 Hidden Cracks In The Labor Market
16:49 Official Bureau of Labor Data Is “Painfully Corrupted”
24:23 Global Economic Impulse Is Disinflationary
28:56 Liquidity Is NOT Increasing, Says Danielle
35:04 QI Pro Discount
39:06 Fed Will Likely Hike Rates In July (And Maybe September), Says Danielle

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, Fed, interest rates