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KP Talks Dollars and Sense
Kevin Peranio
196 episodes
2 days ago
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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Investing
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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...
Show more...
Investing
Business
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Will the Fed Cut Rates This September?
KP Talks Dollars and Sense
35 minutes
4 months ago
Will the Fed Cut Rates This September?
🏠 The Housing Market Is Changing Fast — Here’s What You Need to Know Refinance demand is back. Builders are going vertical. And investors are making moves in custom homes and high-end ADUs. We’re seeing a shift: more cash buyers, compressed inventory, and a growing affordability divide. The middle class is getting squeezed — but smart originators and buyers are staying agile in this volatile economy. 📉 CPI and PPI reports show inflation is cooling, but not fast enough. The Fed’s soft land...
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...