‘Write-Downs To Zero’: The $1.8 Trillion Private Credit Warning

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Издатель May 4, 2026

We are breaking down the latest Federal Reserve split, Jamie Dimon's private credit warning, and why the K-shaped economy is masking a hidden middle-class recession. Kitco News Anchor Jeremy Szafron sits down with Fed insider Danielle DiMartino Booth, CEO of QI Research, to expose the real data behind the Wall Street headlines.

From the largest Fed committee dissent since 1992 to major private credit write-downs and hidden job losses in the labor market, DiMartino Booth explains why the central bank may be "too late" to the easing process. The discussion also covers commercial real estate stress, the freezing housing market, how AI is impacting temporary employment, and what Tether's $20 billion physical gold hoard signals for the U.S. dollar and global capital flows.

Recorded May 1 2026

What is the real inflation rate you are experiencing in your city right now? Let us know in the comments below!

Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)
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Follow Danielle DiMartino Booth on X: @DiMartinoBooth (https://twitter.com/DiMartinoBooth)

Timestamps:
00:00 Markets Send Mixed Signals
00:57 Fed Dissent And What It Means
02:34 Warsch Era And Hidden Labor Data
05:42 Bond Yields And CRE Stress
07:12 Private Credit Cracks Widen
10:45 K Shaped Economy Reality Check
12:52 Consumers Tapped Out And Travel Slump
14:07 Housing Freeze And Layoff Pressure
15:11 Jobs Data Mirage And AI Temps
18:25 Global Flows Gold And Final Takeaways

#DanielleDiMartinoBooth #FederalReserve #PrivateCredit #Economy #KitcoNews #GoldMarket #Inflation #InterestRates #Investing
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