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Danielle DiMartino Booth
QI Research
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
July hike pricing came off with the print; reads Warsh as 'constructive, not hawkish or dovish'; expects hawkish talk to continue while data cooperates
“the most likely path going forward is that we're going to see the Fed do a whole lot of nothing for some time”
372 corporate bankruptcies in H1 2026, most in 15 years (S&P); LendingTree personal bankruptcies +50% y/y; 720K left the labor force, participation 61.5%, lowest since 1976 ex-COVID; 'companies cut costs the way they can with what they can control. And they can control headcount.' (@12:29)
“the greater the margin squeeze, the more companies are compelled”
Gold holding ~$4,000; tourists washed out of the trade
“coming to the end of the consolidation era”
Gold since this was said: ▲ +0.3% · 4,061 → 4,074 · as of 2026-07-15
Contrarian vs crowded positioning for higher short rates; German wholesale prices negative a second month; whisper garbles her duration phrasing ('the shorter ten years from here'), direction filed only
“which would take the two-year treasury down”
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