Danielle DiMartino Booth - Public · Danielle DiMartino Booth. CEO and Director of Intelligence....

8
Danielle DiMartino Booth CEO and Director of Intelligence

Transcript of Danielle DiMartino Booth - Public · Danielle DiMartino Booth. CEO and Director of Intelligence....

Page 1: Danielle DiMartino Booth - Public · Danielle DiMartino Booth. CEO and Director of Intelligence. The True $2.5 Trillion Investment Grade Bond Market. Dwarfed by $5 Trillion in High

Danielle DiMartino BoothCEO and Director of Intelligence

Page 2: Danielle DiMartino Booth - Public · Danielle DiMartino Booth. CEO and Director of Intelligence. The True $2.5 Trillion Investment Grade Bond Market. Dwarfed by $5 Trillion in High

The True $2.5 Trillion Investment Grade Bond MarketDwarfed by $5 Trillion in High Risk Debt

Page 3: Danielle DiMartino Booth - Public · Danielle DiMartino Booth. CEO and Director of Intelligence. The True $2.5 Trillion Investment Grade Bond Market. Dwarfed by $5 Trillion in High

Worsening US Micro Fundamentals

Page 4: Danielle DiMartino Booth - Public · Danielle DiMartino Booth. CEO and Director of Intelligence. The True $2.5 Trillion Investment Grade Bond Market. Dwarfed by $5 Trillion in High

Earnings Per Share Growth with and Without Share Buybacks

Page 5: Danielle DiMartino Booth - Public · Danielle DiMartino Booth. CEO and Director of Intelligence. The True $2.5 Trillion Investment Grade Bond Market. Dwarfed by $5 Trillion in High

Air Comes out of Global Reflation Trade

Page 6: Danielle DiMartino Booth - Public · Danielle DiMartino Booth. CEO and Director of Intelligence. The True $2.5 Trillion Investment Grade Bond Market. Dwarfed by $5 Trillion in High

There But For the Grace of Lag Go Central Bankers

Page 7: Danielle DiMartino Booth - Public · Danielle DiMartino Booth. CEO and Director of Intelligence. The True $2.5 Trillion Investment Grade Bond Market. Dwarfed by $5 Trillion in High

DAILY MARKETS & ECONOMICS INTELLIGENCE The Daily FeatherWEEKLY MACRO DEEP ANALYSES The Weekly Quil l

CEO & Director of Intel l igenceWall StreetFederal ReserveNational Best SellerGlobal SpeakerSeasoned Thought Leader

Danielle DiMartino BoothCEO and Director of Intel l igence

Page 8: Danielle DiMartino Booth - Public · Danielle DiMartino Booth. CEO and Director of Intelligence. The True $2.5 Trillion Investment Grade Bond Market. Dwarfed by $5 Trillion in High

THANK YOUDanielle DiMartino [email protected]