Shutdowns, CPI & The Market’s Balancing Act
With the government shutdown freezing key data, all eyes are on Friday’s CPI report — the one number that could send markets swinging. Meanwhile, mortgage rates hit their lowest point in three years, tech stocks like Apple and Google are near all-time highs, and the Fed faces pressure to cut rates again.
It’s a market caught between momentum and mayhem: falling rates vs. rising delinquencies, strong corporate earnings vs. labor strain, and an AI-fueled boom vs. political uncertainty.
From the floor of the NBA Annual in Las Vegas to the AIME Fuse show in Nashville, KP shares on-the-ground insights about what’s really driving sentiment in housing, lending, and the broader economy.
Episode Highlights:
00:00 – Live from Las Vegas: NBA Annual & housing market buzz
01:12 – $2T mortgage forecast and the Fed’s next move
02:19 – Inflation’s big moment: CPI as the only major data drop
03:33 – Shutdown impact: labor data blackout & market reactions
04:46 – Corporate earnings crush expectations amid volatility
06:13 – Credit, car loans, and rising delinquencies
07:14 – Labor gaps, deportations & the U.S. workforce strain
08:21 – AI, tech stocks & the “new normal” in productivity
09:00 – Why the next CPI print could change everything
Stay informed. Stay ahead. Stay in the market.
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