KP Talks Dollars and Sense
KP Talks Dollars and Sense
Latest Episodes
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...
Why 2027 Could Be the Year to Start Building Now
Mortgage Rates, AI Investment, and Preparing for 2027The mortgage market is facing persistent pressure from elevated Treasury yields, strong economic activity, oil and diesel prices, and competition for capital from the massive AI build...
