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