💼 CapEx—capital expenditure. It’s what fuels the big moves: massive projects, major upgrades, bold investments.
👀 I’m not a financial advisor—I’m not here for your losses, just your wins. But if you’re watching the trends, it’s clear: CapEx in AI is more than hype—it’s still the play.
🏭 There are over 100 million manufacturing workers in China—plus millions more in India and Vietnam. You can’t just shift that scale of labor into the U.S. overnight.
📉 The 10-year Treasury? It’s responding. Hovering around 4.20%—a range we’ve seen before all the chaos started.
Here’s a detailed breakdown of the episode:
00:00 – Intro: China tariff talks, financial literacy intro, and Texas Mortgage Bankers Association event.
02:00 – Market Recovery: 10-year Treasury at 4.20%, recession fears vs. data.
05:00 – Jobs Week: JOLTS report (Tuesday) and April jobs data (Friday) preview.
07:00 – Reshoring Challenges: Why 100M manufacturing jobs can’t move to the U.S.
10:00 – Earnings & AI: Meta, Microsoft, Nvidia earnings and AI investment trends.
13:00 – GDP & Inflation: Q1 GDP drop, PCE data, and White House’s "reshoring" spin.
16:00 – Housing Crisis: Affordability, Europe’s CPI vs. U.S. shelter costs, "never sell property" advice.
19:00 – Fed Policy: Labor market softening, debate over rate cuts.
22:00 – Future Trends: AI, robotics, and Ukraine mineral rights deal implications.
26:00 – Closing: Mortgage originators’ strong 2024 performance, weekend sign-off.
📢 Stay informed: https://linktr.ee/kptalksdollarsandsense
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