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...
💥 The U.S. Is Broke — But the Market’s Still Booming? We’re on an unsustainable fiscal path. Debt is surging, tariffs are rising, and the Fed is cornered. But consumer spending is holding strong, corporate earnings are crushing it, and housing equity is at all-time highs. It’s a tale of two economies: resilient consumers vs. softening labor, rising home values vs. affordability walls, and a middle class caught in the middle. 📉 Inflation remains sticky. Interest rate cuts hang in the balanc...
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...
