KP Talks Dollars and Sense
KP Talks Dollars and Sense
Latest Episodes
Real Jobs Data Looks Weaker Than Reported
Weak Jobs, Choppy Rates, and the Fed's Next MoveThe economy is still growing, but weakening job creation, persistent inflation, elevated rates, and growing uncertainty are creating a complicated environment for consumers, lenders, and i...
Is AI Investing Draining Treasury Bond Demand?
PCE Inflation, Treasury Yields, AI Capital Flows, and the Road to Jackson HoleFrom Austin, Texas, KP breaks down the latest forces shaping Treasury yields, mortgage rates, capital markets, inflation, and the broader economy. With August...
Bots Now Outnumber Humans Online, Says New Report
AI Infrastructure, the Treasury Put, and the Future of Mortgage MarketsThe economy is still moving, but higher rates, fiscal pressures, and seasonal mortgage weakness are creating a more challenging environment. From Corona and Newport ...
The Fed, Jobs, and What Happens to Mortgage Rates
Mortgage Rates, Inflation, Labor Data, and the Flow of MoneyFrom the Western Secondary Conference in Newport Beach, California, KP breaks down the latest forces shaping mortgage rates, housing, capital markets, and the broader economy. ...
The Hidden Link Between Rates and Mortgages
The economy may be stronger than you think. From Corona, California, KP takes a look at the latest trends shaping the economy, housing market, and financial markets. With Jobs Week underway, he covers the resilience of the U.S. economy, improvi...