Jobs, Housing, and the Hawkish Cut Ahead From Southern California, KP breaks down a week where the data finally caught up to the story: a slowing labor market, cooling rents, and a Fed preparing to make its most important move yet. With the delayed jobs report showing rising unemployment and the December 10th meeting approaching, this episode connects the dots between labor softness, housing affordability, and why a hawkish rate cut might be the twist no one sees coming. KP also digs into t...
All content for KP Talks Dollars and Sense is the property of Kevin Peranio and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Jobs, Housing, and the Hawkish Cut Ahead From Southern California, KP breaks down a week where the data finally caught up to the story: a slowing labor market, cooling rents, and a Fed preparing to make its most important move yet. With the delayed jobs report showing rising unemployment and the December 10th meeting approaching, this episode connects the dots between labor softness, housing affordability, and why a hawkish rate cut might be the twist no one sees coming. KP also digs into t...
Fed Cuts Rates Again: How Mortgage Costs Could Shift Fast
KP Talks Dollars and Sense
27 minutes
2 months ago
Fed Cuts Rates Again: How Mortgage Costs Could Shift Fast
💰 Liquidity Flows, Rate Cuts & The Future of Housing Markets are shifting fast as liquidity tightens, the Fed debates rate cuts, and housing demand battles affordability challenges. From consumer spending resilience to labor market soft spots, KP unpacks the contradictions shaping the economy right now. It’s a landscape of contrasts: strong balance sheets vs. softening jobs, rising CapEx in AI vs. slowing global trade, and mortgage momentum vs. inflation pressure. 📊 With Jackson Hole a...
KP Talks Dollars and Sense
Jobs, Housing, and the Hawkish Cut Ahead From Southern California, KP breaks down a week where the data finally caught up to the story: a slowing labor market, cooling rents, and a Fed preparing to make its most important move yet. With the delayed jobs report showing rising unemployment and the December 10th meeting approaching, this episode connects the dots between labor softness, housing affordability, and why a hawkish rate cut might be the twist no one sees coming. KP also digs into t...
