Danielle DiMartino Booth: I’d Buy Gold on the Next Big Drop

Danielle DiMartino Booth, CEO and Chief Strategist of QI Research, returns to the show to discuss what rising Treasury yields are signaling about the U.S. economy. She examines the pressure higher borrowing costs are putting on households, corporations, housing, and government finances, while arguing that parts of the economy are weakening beneath headline data.

Danielle's Links:

https://x.com/DiMartinoBooth

https://quillintelligence.com/

https://dimartinobooth.substack.com/

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0:00 What 5% Treasury yields mean for the economy

2:12 Rising government borrowing costs

4:14 How higher yields are hitting corporate America

7:07 What is really driving bond yields higher?

8:03 Consumers are running out of room

10:12 Why the Fed may be fighting the wrong inflation

12:01 Are higher yields becoming a long-term structural trend?

13:28 Was the Fed’s rate hike about policy or independence?

16:34 Why the Fed’s balance sheet is still growing

17:41 Consumer sentiment and recession risk

20:14 How AI investment has supported U.S. growth

22:16 Why housing could face further downside

24:30 How far home prices may need to fall

27:19 Property taxes and the housing unwind

29:14 What the unemployment data may be missing

30:28 Why jobs data keeps getting revised

33:08 How younger investors can navigate this environment

35:40 Danielle’s outlook for gold

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