The Fed is again behind the curve, dismissing recession signals and risking another policy error. She outlines her thesis that the U.S. economy is already in contraction, student loan defaults are accelerating, and housing weakness could soon drive inflation lower… #dimartinobooth with #Kitconews

The Fed is again behind the curve, dismissing recession signals and risking another policy error. She outlines her thesis that the U.S. economy is already in contraction, student loan defaults are accelerating, and housing weakness could soon drive inflation lower… #dimartinobooth with.

"It took a long time for the increase in home prices, the increase in rents to show up in the CPI, but now it’s actually going to be the largest drag on inflation going into the second half of 2025 and in 2026."

#fed #economy, #dimartinobooth, #charlespayne
hubs.ly/Q03tt_RW0

"This is a time for the CEO to be working 20 hours a day and the CFO to be working 18 hours a day,” said Booth. “The more efficiently companies are being run today, the greater the prognosis for their survival.”
#dimartinobooth
#cnbc
#economy

hubs.ly/Q03tt_cn0

"It took a long time for the increase in home prices, the increase in rents to show up in the CPI, but now it’s actually going to be the largest drag on inflation going into the second half of 2025 and in 2026."

#fed #economy, #dimartinobooth, #charlespayne
hubs.ly/Q03tv02S0

Paywall? We don't need no stinking paywall!

I’m still #FedUp a decade after leaving the Fed & founding #QIResearch! To celebrate, I’m tearing down the paywall to invite you to join the #ResearchRevolution movement!

#DiMartinoBooth #Macro #FederalReserve

quillintelligence.com/2025/06/11/wee…