Danielle DiMartino Booth: Disinflation Signs, Job Market Stress, and More Rate Cuts Than Expected
The Julia La Roche Show, Released on 2/20/25 0:00 Welcome and introduction 1:10 Analysis of Fed minutes and debt ceiling impact 2:04 Discussion of Treasury general account and liquidity 3:50 MBS rolloff implications 5:18 Private sector layoffs and bankruptcies 8:20 Labor market conditions and Uber driver earnings 9:31 Initial jobless claims analysis and Fed outlook […]