Danielle DiMartino Booth On Collapsing Confidence, Trump vs. Powell, Market Turmoil, and What's Next

Danielle DiMartino Booth On Collapsing Confidence, Trump vs. Powell, Market Turmoil, and What's Next Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 250 where she reiterates her view that the US is already in recession, explains the "collapse in confidence" spreading through markets, and evaluates the growing tension between President Trump and Fed Chair Powell. Booth reveals concerning trends in consumer credit, employment data, and housing that mainstream statistics aren't capturing. #QIResearch #DanielleDiMartinoBooth #ResearchRevolution #julialaroche Subscribe to Youtube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Subscribe to QI Research: https://qiresearch.com/ Subscribe to The Daily Feather: https://dimartinobooth.substack.com Follow Danielle via twitter: https://twitter.com/DiMartinoBooth 00:00 - Introduction 03:31 - Discussion on US exceptionalism and capital migration out of US dollar assets 06:50 - Exploring the implications of collapsing confidence 08:35 - Trump's Truth Social post about Powell and interest rates 11:59 - Federal Reserve's independence and potential rate cut decisions 15:20 - Discussion on whether rate cuts are necessary and timing 16:02 - Explanation of Fed blackout period and limitations on communication 17:59 - Analysis of Trump's strategy regarding Fed commentary 19:17 - Consumer 22:20 - CEO confidence decline, reduced capital expenditures, and potential layoffs 23:47 - Discussion on high unemployment claim rejection rates (44%) 25:19 - Effects on gig economy and discretionary spending like rideshare services 27:03 - Confirmation that we are in a recession 31:34 - Housing market assessment and discussion of market conditions 34:05 - Housing price outlook and structural issues 36:00 - Closing thoughts