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...
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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...
📉 Jobs Data, Rate Cuts & Why Energy Stays Cheap The September market correction may be brewing, but with $7 trillion in cash on the sidelines, investors are waiting for the right moment to jump back in. All eyes are on jobs data, Fed policy, and why energy costs remain unusually low despite global uncertainty. It’s a balancing act: softening labor vs. sticky wages, looming rate cuts vs. long-term inflation risks, and market corrections vs. AI-driven growth. 📊 From housing affordability...
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...
