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Danielle DiMartino Booth, CEO of QI Research, discusses the state of the economy, outlook for monetary policy, and major risks to the markets today.
Watch the last video with Danielle: https://youtu.be/sVgvMJ8t9T4?si=3FqHaO8wq1i_NPIj
*This video was recorded on October 9, 2024
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0:00 - Intro
0:50 - Geopolitical risks
2:45 - Reaction to Fed’s 50 bps cut
5:20 - Labor market cooling
10:31 - Foreign workers
11:33 - Bankruptcy cycle
12:50 - Fed monetary policy outlook
14:40 - Welfare
17:30 - Widening deficit
20:35 - Banks’ unrealized losses
22:30 - Declining liquidity
26:00 - Soft vs. Hard landings
28:30 - Stocks vs. Yields
31:00 - Homes and natural disasters
32:10 - Major risks and asset allocation
35:47 - QI Research
#economy #investing #stocks
