🚨 Live from Newport Beach, KP unpacks the real story behind mortgage rates, market rallies, and tariff threats—hint: it's more than just inflation numbers.
A poor 20-year Treasury auction and tariff tensions with the EU and Apple have markets on edge, but a surprising rally across all asset classes brings fresh perspective. Mortgage rates dip under 7% as a result, with buyers locking in fast.
Consumer confidence jumps unexpectedly, just as KP explains the “10-Day Rule” that proves timing in the market beats timing the market.
Home price growth is finally cooling—proof the Fed's “bend the curve” mission is working. But watch out: a $3.8T budget package and unsustainable fiscal path keep long-term yields high.
All eyes are now on Friday’s PCE report, the Fed’s favorite inflation measure, while liquidity fears and talk of energy innovation set the stage for what’s next.
👇 What’s inside this episode:
00:00 – Newport Beach walk-and-talk
01:00 – Market volatility & MOVE Index
02:52 – Trump tariffs & Apple threat
03:30 – Stocks & bonds both surge
03:43 – The “10-Day Rule” explained
05:16 – Budget bill & Treasury auctions
06:56 – Case-Shiller: home prices cool
07:13 – Fed success vs. fiscal chaos
09:07 – Friday’s big PCE inflation reveal
10:16 – Liquidity crunch & AI + energy growth
👉 Follow the money, not the headlines: https://linktr.ee/kptalksdollarsandsense
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