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...
Markets on Edge: Jobs, Shutdowns, and Sticky Inflation
KP Talks Dollars and Sense
22 minutes
1 month ago
Markets on Edge: Jobs, Shutdowns, and Sticky Inflation
Government Shutdown, Jobs Week & Sticky Inflation A possible government shutdown could delay key economic reports, leaving us guessing on the health of the labor market. Meanwhile, mortgage rates remain low, home sales are slowly stabilizing, and refinancing activity is picking up — but labor and inflation trends could shift everything. It’s a week of push-and-pull forces: government uncertainty vs. economic data, low rates vs. sticky inflation, housing equity vs. credit costs, and Fed ...
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...
