Video News/In Focus with Jeremy Szafron
Six dissents in September? Inside a splitting Fed | Danielle DiMartino Booth
Six dissents in September? Danielle DiMartino Booth joins Jeremy Szafron to break down July’s PPI 0.9 percent surprise, tariff-driven services inflation, and whether the Fed could split over rate cuts at the next FOMC. We dig into the PPI–CPI gap (including BLS changes), Scott Bessent’s “neutral 150–175 bps lower” argument, labor revisions pointing to net job loss since 2024, and how to position across bonds, equities, gold, and the dollar now. Danielle also flags one early-warning signal: the MOVE index.
Guests: Danielle DiMartino Booth
Source: Kitco News
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