KP Talks Dollars and Sense
KP Talks Dollars and Sense
Latest Episodes
Why Billions in AI Debt Matter to Mortgage Rates
How $135B in AI Debt Could Impact Mortgage RatesThe artificial intelligence boom is creating massive demand for capital, but could billions of dollars in AI investment ultimately push mortgage rates higher or lower? As technology compan...
AI Stocks, Bond Yields, and the Risks Investors Face
Stock Market Sell-Off, AI Bubble Fears, and the Hidden Forces Moving Mortgage RatesIs the AI boom showing cracks, and could the stock market sell-off create the next big opportunity for mortgage professionals? As investors move money in...
France Rated Below Italy: Is Contagion Coming?
Why Mortgage Rates Fell Despite Hot Inflation and AI Debt ConcernsMortgage rates can move lower even when inflation remains elevated, and understanding why requires looking beyond the latest economic headlines. From the MBA Annual in Ch...
Copper, Wages, And Housing: What's Really Happening
Dr. Copper, Diesel Prices, and the Hidden Forces Moving Mortgage RatesThe mortgage market continues to face pressure from elevated Treasury yields, inflation concerns, energy-market disruptions, and higher-for-longer interest rates. Fro...
The Mortgage Spread Is Dead — What Happens to Mortgage Rates Next?
Mortgage Rates, AI, Inflation, and the Economy Heading Into Q4The economy continues to show underlying strength even as mortgage rates remain elevated, inflation stays above the Federal Reserve’s target, and uncertainty around oil, geop...
