The David Lin Report Fed Just Signalled Full-Blown Money Printing; Markets About To Blow Up? | Danielle DiMartino Booth
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Dec 11, 2025 
Danielle DiMartino Booth, a former Federal Reserve insider and CEO of QI Research, shares her insights on the Fed's latest moves. She discusses her manifesto calling for leadership change and how markets interpret Fed actions as a signal for liquidity. The conversation touches on dissent within the Fed, the drivers of current inflation, and Powell's political messaging. Danielle offers a critical outlook on potential rate cuts and assesses future Fed leadership while highlighting the K-shaped recovery and its implications for inequality.
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Market Interprets Liquidity As QE Signal
- The Fed's announcement of $40B liquidity was read by markets as a prelude to QE and lower rates.
- That interpretation pushed risky assets higher and bond yields lower despite Fed claims it was just plumbing support.
High Dissent Undercuts Fed's Cohesion
- Eight of twelve regional Fed presidents dissented against lowering the discount rate, signaling notable internal disagreement.
- That level of dissent undermines the unified narrative Powell presented at the press conference.
Services Disinflation But Essentials Still Strain
- Powell shifted from discussing services inflation last year to services disinflation this year, implying underlying inflation under Fed control is easing.
- Yet essentials like utilities and food remain elevated and outside the Fed's direct control, straining households.