🚨 Live from Corona, California, KP is back at the desk breaking down a whirlwind of headlines—from plane crashes and airstrikes to tapable equity and treasury auctions.
Geopolitical chaos? Check. Economic uncertainty? Always. But KP cuts through the noise with data that shows inflation’s still cooling, home equity is sky-high, and the consumer remains resilient. Forget the tariff tantrums for a second—America’s real inflation threat is $4T in government spending and a labor market that’s softening fast.
From puts on the S&P to the Fed’s next dot plot drop, KP’s got sharp takes, fast facts, and a Father’s Day shoutout to the quiet grinders out there. And yes, the Panthers forced OT. Big mood.
👇 What’s inside this episode:
00:00 - Live from California: heavy headlines & PennyMac's Powerful Fundraiser
01:45 - Jobs Report Recap
04:30 - CPI, PPI & Fed’s Next Move
05:20 - Treasury auctions, debt ceiling & inflation reality check
06:38 - Plane crash in India & Middle East tension escalates
06:57 - Israeli airstrikes, Tehran, & global market impact
08:04 - $11.5T in tappable home equity explained
08:58 - Goldman Sachs lowers recession odds
10:17 - Fed’s pause, dot plots, and September cut odds
12:28 - Global Geopolitical Tensions
15:03 - Inflation Drivers & Housing Data
17:36 - Labor softening, jobless claims rising
18:21 - The soft landing debate & Fed Beige Book outlook
19:15 - Final Thoughts + Panthers Update
👉 Control what you can control. Stay sharp, stay informed:
https://linktr.ee/kptalksdollarsandsense
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