Danielle DiMartino Booth

Read The Weekly Quill Now — The Fed Blows Its Lead into the Fourth Quarter https://t.co/ZZJi3C4BSi #federalreserve #interestrates #kevinwarsh #dimartinobooth #economy https://t.co/8eucm5hFtj

And if we invert?

Why let facts disturb a perfectly choreographed narrative inhaled by uniformed masses drinking @tiktok_us Kool-aid? Fact: US Treasuries can be bought by those draped in drag, especially when said buying is funneled through dark off-shore entities #TradeTheNarrativeOwnTheTrurh

August @TreppWire show large maturity defaults pushed CMBS SS rate higher post July’s decline…increased 33 bps to 11.4% to Feb 2013 high. New transfers hit $3.2B across 32 whole loans, ~2x July total. Loans cured/returned to master servicing/paid off=$500M across 14 whole loans.

Are your listening ears ON?

My Lone Star State.

The way I read this, someone is quite possibly chasing a chimera.

It IS INDEED Constitution Day. I've always embraced that aspect of my life. It is the epicenter of what made & will continue making this country great. May we all celebrate the Constitution today, w/us since 1787 as the world's oldest codified constitution grounded in DEMOCRACY.

Danielle DiMartino Booth Appears on Schwab’s Network ‘Opening Bell’ To Discuss the Fed Rate Hike

Give it up for Danielle Di Martino. [music] >> Danielle Di Martino >> Danielle Di Martino Booth >> Welcome back to Opening Bell, getting you ready for the trading day. We're trying to make light of yesterday's big Fed meeting. Joining me right now Danielle Di Martino Booth, CEO and chief strategist at QI Intelligence. Thank you so much. Great to see you. Um look, the vote was unanimous yesterday. What were your takeaways from that Fed meeting? >> Well, there weren't too many to take away. Um you know, when we originally saw the statement, it seemed like it was maybe a dovish hike, and the dot plot um implied there's only going to be one more …

I joined ‘Bloomberg Surveillance’ to discuss today's Fed announcements — listen in now https://t.co/zuJljkfEL4 #federalreserve #dimartinobooth #kevinwarsh #economy https://t.co/yowNgkhw4N

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"small business bankruptcies are up 64% YoY through August, more than 200 companies have closed every month for five months running, and…" https://t.co/7K4xFjYqdJ #federalreserve #FOMC #interestrates #dimartinobooth #kevinwarsh #economy https://t.co/ogTMrvg9se

My take on today's rate Hike with #charlespayne of FBN https://t.co/P85og0wN10 #federalreserve #FOMC #interestrates #dimartinobooth #kevinwarsh #economy https://t.co/dqugvBrjqo

Danielle DiMartino Booth with Kitco News — Credit Stress Is Here. Where to hide?

Give it up for Danielle D. [music] Martino. >> Daniel D. Martino. >> Daniel D Martino. Boo. >> And I'm not a Wall Street newsletter. Um, part of the independence of the Federal Reserve is we stay in our lane. Independence is a two-way street. We let people that do trade policy and fiscal policy stay in their lane, too. That's how we can stand up here and call them the way we see them. >> All right. Welcome back. I'm Jeremy Saffron. That was Kevin Worsh from the podium today. He was asked what he'd say to investors who see the president's threat to cut off trade over interest rates as a test on the Fed's independence. He had just raised them a…

DiMartino Booth Appears on ‘Making Money with Charles Payne’ To Discuss Fed Rate Hike — Pt 2

Give it up for Danielle Di Martino. [music] >> Danielle Di Martino >> Danielle Di Martino Booth So, let's go and bring back Jim, Gabriella, and and Danielle Di Danielle Di Martino Booth. And Jim, I'm I'm giving you this one. So, Goldman Sachs out with a piece yesterday. We're going to show the audience here the the chart saying, "You don't have to do anything. All of the inflationary pressures have peaked. They're easing off on their own, and the Fed doesn't need to shouldn't does They don't have to do anything here." >> Yes, and then they go and say the Fed's going to raise rates because Warsh is not willing to go against the prediction mark…

Danielle DiMartino Booth via on ‘Making Money with Charles Payne’ To Discuss Fed Rate Hike — Pt 3

Give it up for Danielle Di Martino. [music] >> Danielle Di Martino. >> Danielle Di Martino Booth. We're going to jump in here. A lot of questions have been asked. A lot of a lot of deflections. Maybe reminds you of your favorite superhero. And so but they were warned, right? So let's bring in Danielle, Gabrielle, and Jim. Gabrielle, let me start with you. So when when when war says the Fed has a role in sustaining economic progress but they hike rates to the novice, that seems counterintuitive or or to to conflict one another. You know, you know, how does how do you an economy that they looks pretty good and it's growing? Why would you slow t…

My take on the Fed moves with Fintech TV ‘Morning Movers’ https://t.co/1qcuy9PqUa #fintech #federalreserve #interestrates #dimartinobooth https://t.co/N3BVJ4nrdT

How's @Lennar feel about removing just a "dose of accommodation" after reporting earnings w/a HT to @AdamJJosephson? Revenue $8.05B vs FactSet $8.32B New orders down 9%, to 20,879 homes YoY Backlog 16,857 homes w/dollar value of $6.3B Deliveries decreased 3%, to 20,840 homes YoY

I joined ‘Bloomberg Surveillance’ to discuss today's Fed announcements — listen in now https://t.co/GlqoOGkshH #federalreserve #dimartinobooth #kevinwarsh #economy

My take on the Fed moves with Fintech TV ‘Morning Movers’ https://t.co/vaPW53tz4i #fintech #federalreserve #interestrates #dimartinobooth https://t.co/mq9eHOuRk0

I will be speaking at the 52nd Annual NOIC — Register now to have a seat at the table! October 28-31 — https://t.co/3xQUFaGFsi #NOICconference #NewOrleansInvestmentConference #federalreserve #dimartinobooth #economy https://t.co/jKBN58vq3G

I will be speaking at the 52nd Annual NOIC — Register now to have a seat at the table! October 28-31 — https://t.co/BfEur7xUP7 #NOICconference #NewOrleansInvestmentConference #federalreserve #dimartinobooth #economy https://t.co/qkawwKPxBK

I don’t expect Warsh to communicate much as he’s smarting from being seen as folding on forward guidance at Jackson Hole. And recall, we’re refinancing government debts increasingly at the short end.

“Buyers paying increasingly large premiums for certainty of supply, while China’s entire energy strategy reveals how valuable alternative routes become when traditional chokepoints unreliable. Real macro risk: Higher delivered energy costs colliding w/economy losing momentum.”

Truth bomb disputing conventional wisdom that’s as easy to believe as any @tiktok_us video “Bianco’s charts prove expectations changed. They do not prove the Fed caused that change, that keeping rates higher would have produced a better economy or that hiking now would fix it”

MORE TRUTH. If you don’t follow @onechancefreedm you’re imbibing in superficial analysis. “Job postings are not hires. Indeed notes listings can remain online after jobs filled. JOLTS shows disconnect. July job openings were ~2.6% higher YoY while actual hires were ~3.3% lower.”

They do have to get invited back somehow @TonyNashNerd

Truth trumps optics. Be WARY of initial headlines @ADP “September Pulse only tells us national aggregate improved afterward. It doesn’t tell us whether weak sectors recovered, the improvement came from fewer separations, not more hiring, or seasonal adjustment amplified rebound”

Averages & medians are for smoothbrains. That goes for the saving rate, household debt & housing “Headline median can keep rising while the marginal transaction underneath it gets weaker. Wealthy cash rich buyers are much less sensitive to a 7% mortgage than ordinary households”

We are humbled by the kind & thoughtful who are in our midst. Focus on them rather than those who’d sooner see our country ripped to shreds. THESE AMERICANS merit becoming politicians to represent the GOOD of the Silent Majority Seek them out in your communities. Raise them up