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...
Why Labor Data Could Matter More Than Inflation Reports
KP Talks Dollars and Sense
18 minutes
2 months ago
Why Labor Data Could Matter More Than Inflation Reports
💥 Jobs Vanish, Rates Drop, and the Fed’s Next Big Move Nearly a million jobs have quietly been erased in the latest QCEW report, signaling a labor market that’s far weaker than headline numbers suggest. At the same time, mortgage rates are improving, inflation is still sticky, and the Fed is stuck balancing hot CPI prints with cold labor data. It’s the ultimate tug of war: shrinking money supply vs. wage pressure, soft small businesses vs. corporate giants, and a housing market sudden...
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...
