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Danielle DiMartino Booth, CEO of QI Research, discusses the Fed's new direction with monetary policy that was not previously priced in by markets, and the outlook for inflation, the labor market, and economic growth.
*This video was recorded on December 19, 2024
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0:00 - Intro
1:10 - Tariffs
4:20 - Inflation outlook
8:35 - Energy
9:28 - Fed’s monetary stimulus
11:00 - Powell shocked markets
14:20 - Labor market
18:54 - Yield curve steepening
20:00 - Recession is ending
21:44 - Top assets for 2025
#economy #investing #federalreserve
