Video News/In Focus with Jeremy Szafron

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, says growing stress in credit markets is exposing deeper economic weakness beneath strong headline data. Speaking with Kitco News anchor Jeremy Szafron, DiMartino Booth pointed to a rare level of dissent within the Federal Reserve, saying policymakers may already be “too late” to respond to slowing conditions. DiMartino Booth highlighted rising risks in private credit, including potential “write-downs to zero,” and warned that corporate earnings strength is masking a broader, uneven downturn across the economy. She also discussed pressure in commercial real estate, a stalled housing market, and signs of weakness in labor data, particularly in temporary employment. DiMartino Booth said these trends reflect a K-shaped economy, where underlying strain continues to build despite resilient financial markets.