Rate Cuts Coming? Why Markets, Mortgages, And The Consumer Are Defying Expectations

Content provided by Matt Aitchison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Aitchison or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Millionaire Mindcast « »
Rate Cuts Coming? Why Markets, Mortgages, and the Consumer Are Defying Expectations | Money Moves

10d ago 51:31

MP3•Episode home

In this episode of Money Moves, Matty A. and Ryan Breedwell dive deep into the economic landscape following the government reopening. They break down what the latest (and long-delayed) data tells us about inflation, unemployment, rate-cut probabilities, market psychology, crypto volatility, and the evolving dynamics of the housing market—including portable mortgages, 50-year loans, and the changing profile of the post-COVID consumer.

From government dysfunction to AI’s impact on job openings, distressed CRE, stock-market forecasts, crypto fear cycles, and the staggering amount of cash sitting on the sidelines, this episode is packed with real-world, data-driven insight to help investors navigate uncertain times with clarity and confidence.

Topics Covered:

Government reopening, shutdown damage, and the 43-day data blackout
Job losses, jobless claims, and AI’s effect on hiring
Rate-cut probability and the Fed’s upcoming decisions
Why fear is spiking despite strong consumer balance sheets
Market psychology and how retail investors get trapped
Crypto’s violent pullback—and why opportunity is rising
Tariffs, consumer habits, and the “post-COVID” buyer
Commercial real-estate distress brewing for 2026
50-year mortgages, portable mortgages, and housing-market innovation
Why $7.6 trillion in cash is waiting to rush back into markets
Pelosi’s insane stock-market returns and debates on banning congressional trading

If you’re an investor wondering how to position yourself heading into the holiday season and into 2026, this episode is packed with must-know insights.

Episode Sponsored By:

Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/

CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!

FREE CRE Crash Course: Text “FREE” to 844-447-1555

FREE Financial X-Ray: Text "XRAY" to 844-447-1555

1120 episodes