🚨 Live from Corona and the Wedge, KP’s back after a windy take one—breaking down $80 oil, Fed moves, sneakflation, and the wild Pentagon Pizza Index.
Another war? Unfortunately, yes. As Israel-Iran tensions rise, KP breaks down how it’s shaking markets—and why it’s $10 oil spikes, not tariffs, doing real damage to GDP and inflation. The math doesn’t lie.
Plus: Fed dot plot drama, soft landing signals, AI’s impact on GDP, and what’s really behind weak retail sales. KP also throws in some DC sausage-making shade and a nod to Fort McMurray’s finest.
👇 What’s inside this episode:
00:00 - Live from Corona (Take 2): birdwatching, war headlines & windy bloopers
01:02 - Israel vs. Iran: What it means for oil & markets
06:49 - $80 Oil vs. Tariffs: GDP & inflation math breakdown
08:02 - Inflation math: Tariffs vs. Oil, what moves CPI
09:48 - Sneakflation explained: how prices go up without warning
11:19 - Fed Week: dot plot drama, rate cut projections & Powell predictions
12:18 - Soft Landing: Has the Fed pulled it off?
13:29 - AI, CapEx, and trillion-dollar investment waves
16:54 - Retail sales data: consumer slowdown & Supercore surprise
20:55 - Treasury auctions, debt service & U.S. bond reality
21:48 - China & Japan’s Treasury holdings: debunking the fear
22:22 - Final thoughts from the harbor + lifeguard kids & summer vibes
24:19 - A prayer for peace: global conflict and hopeful outcomes
👉 Control what you can control. Stay sharp, stay informed:
https://linktr.ee/kptalksdollarsandsense
#Sneakflation #OilVsTariffs #FlightToSafety #FedWeek #DotPlotDrama #GDPWatch #RetailSales #AIandGDP #GlobalTensions #SoftLanding #EconomicReality #KPTalks #BackAtTheDesk #MarketMath #InflationExplained #MiddleEastMarkets #PentagonPizzaIndex