Danielle DiMartino Booth @DiiMartinbooth

CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/Bh1U4NPdOv, dimartinobooth. https://t.co/0p3prQDLV4 qiresearch.com Dallas, TX Joined October 2011

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Danielle DiMartino Booth @DiMartinoBooth

4 months ago

Log in now to read The Weekly Quill — The U.S. Economy in 2024: Mired in the Mud #QIResearch #dimartinobooth #economy hubs.ly/Q02fcMTM0

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AnilVohra1962 🇬🇧🇨🇦🇺🇸 @AnilVohra1962

4 months ago

Insider Sales to Buy ratio hits 63! Insiders are dumping but you should buy because you know more than they do about their companies. 😂😂😂 via @hmeisler

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Danielle DiMartino Booth @DiMartinoBooth

4 months ago

Got supply?

Redfin @Redfin

4 months ago

Got supply?

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Temporary Help employment was thought to have bottomed in recent months...then the revisions came in. Temp employment revised down by 51k in the last two months. Growth rate hits a new cycle low at -9.1%

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Danielle DiMartino Booth @DiMartinoBooth

4 months ago

Demand, prepare to be overwhelmed by supply for the biggest household expense….now add SOL Airbnbusted jocks.

Lance Lambert @NewsLambert

4 months ago

Demand, prepare to be overwhelmed by supply for the biggest household expense….now add SOL Airbnbusted jocks.

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Judy Shelton @judyshel

4 months ago

Lesson of September 2019, in my view, was that Fed had taught banks to keep high cash reserve balances sitting at the Fed earning interest rather than participate in traditional Fed funds market (let alone make loans) even as the overnight rate spiked. bloomberg.com/news/articles/…

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Pirate Capital @PirateKey

4 months ago

@Stimpyz1 @TheIronEThat1 @DiMartinoBooth Basic explanation of current Fed Monetary Policy: Pre-2008 Limited Reserves Framework VS our Current Ample Reserves Framework (tldr: small reserve level moves lack impact on FFR in an Ample Reserve regime, thus FFR is set via IOER & ON RRP) stlouisfed.org/-/media/projec…

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Danielle DiMartino Booth @DiMartinoBooth

4 months ago

It’s a shame. The misinformation that’s been spread like a disease is simply a shame. We pay a dear price for social media in misinformation dissemination. The one benefit is I can help those willing to learn for themselves how to recognize & root out the misinformation.

MtgTrader @trader_mtg

4 months ago

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Danielle DiMartino Booth @DiMartinoBooth

4 months ago

No…contained & controlled financial system or we’d have LONG ago felt contagion.

A.C. R. @AJamesR1

4 months ago

No…contained & controlled financial system or we’d have LONG ago felt contagion.

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Stimpyz @Stimpyz1

4 months ago

@DiMartinoBooth So is the rate of the fall. A 40% grind lower over 2 years would be a nothing burger on C street. 2 months is a different story.

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Stimpyz @Stimpyz1

4 months ago

@DiMartinoBooth The problem with the "kill the put" narrative is that it is too easily conflated with "the will never cut rates under any circumstances" by those who can't or won't think it through. Of course global pandemics are an open question. Will they help Congress run deficits? We'll see.

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Danielle DiMartino Booth @DiMartinoBooth

4 months ago

…that 40% (rather than 20% mere correction) would emanate from a credit event, a critical distinction in my view.

Stimpyz @Stimpyz1

4 months ago

…that 40% (rather than 20% mere correction) would emanate from a credit event, a critical distinction in my view.

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Stimpyz @Stimpyz1

4 months ago

@DiMartinoBooth The problem for the Fed (and it's entirely of their own making) is that even clear, reasoned and concise statements of intent like this are just fodder for the sub-stack slingers who live to wear tin-foil hats. "It's secret code" for "more stimmy" Buy Bitcoin! Look! Taylor Swift!

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Stimpyz @Stimpyz1

4 months ago

@DiMartinoBooth Laurie Logan said it no uncertain terms this am. Dead giveaways: “We can’t count on sustaining price stability if we don’t maintain sufficiently restrictive financial conditions.” and Slowing QT reduces “the likelihood that we’d have to stop prematurely.”

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Danielle DiMartino Booth @DiMartinoBooth

4 months ago

The Employee Retention Credit DIRECTLY TRANSMITTED $200B into bank accounts of countless Americans who never thought they’d monetize their life work. Many today are endeavoring to return proceeds HOW DEFICIT SPENDING TRANSMITTED DETERMINES ITS EFFICACY Pork belly is NOT direct

Jamie Goodland 🇬🇧 @not_a_whale_yet

4 months ago

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Danielle DiMartino Booth @DiMartinoBooth

4 months ago

Why react to a non sequitur? I have three teenager boys with listening ears turned off more often than they’re in. If QT slows & rate cuts are small and few, Put continues to be killed. ALWAYS check your thinking when it’s binary in nature.

The dude @Thedude69750960

4 months ago

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Amy Nixon @texasrunnerDFW

4 months ago

Do you believe we had a recession in 2023? I keep hearing various iterations of this sentiment on X Please explain your rationale in the comments

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Danielle DiMartino Booth @DiMartinoBooth

4 months ago

Logan of @DallasFed on SLOWING, not stopping QT. She once ran @NYFedResearch Markets Desk “Normalizing balance sheet more slowly can actually help get to a more efficient balance sheet in long run by smoothing redistribution & reducing likelihood we’d have to stop prematurely.”

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China Beige Book @ChinaBeigeBook

4 months ago

"A Chinese-US research team has synthesised a functional #semiconductor out of graphene for the 1st time, in a possible leap forward for superfast computing beyond silicon chips" scmp.com/news/china/sci…

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Danielle DiMartino Booth @DiMartinoBooth

4 months ago

Color @PhilippaDunne One gas & oil dependent state bemoaned slumping production's effect on its economy...in first FY25 forecast in late Dec, rig count had fallen 40% YoY...they're still trying to 'get their arms around' mix of decrease in prices & price-driven fall in production