Blockworks Macro, Released on 12/12/22
Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, joins Jack to share her views on the upcoming extremely busy week, which sees the release of November’s inflation (CPI) data on Tuesday and the culmination of the Fed’s FOMC meeting on Wednesday. Filmed the afternoon of Monday, December 12.
01:04 Preparing For This Week’s Fed Meeting
04:37 The Dot Plot
13:50 What Are The Odds Of A Hidden Pivot?
17:42 The Job Market
24:54 How Hot Will Inflation Be?
30:21 Quantitative Tightening (QT)
40:46 The Housing And Auto Market Is Getting Even Worse
48:08 Consumer Spending Is Falling
51:33 Can Services Save Us?
Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC, 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.