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Danielle DiMartino Booth, CEO & Chief Strategist of QI Research, returns to Forward Guidance to share her views on the September meeting of the Federal Reserve’s Open Market Committee (FOMC). Filmed on September 20, shortly after Fed Chair Jay Powell’s press conference.

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Timecodes:

(00:00) Introduction

(00:31) Jay Powell Goes Off Script

(16:50) Oil & Inflation

(25:54) Odds Of A Liquidity Crisis Forcing The Fed To Stop QT (Danielle Doesn't Buy It!)

(40:13) Normalization of Credit

(46:52) Danielle's Hypothesis That March 2020 Might Not Count As A Recession

(53:13) Will There Be A NBER-Declared Recession Within 24 Months (And Why)?

(01:01:00) Risk Of Government Shutdown