KP Talks Dollars and Sense

Will Rates Get Cut Soon?

Kevin Peranio Season 2 Episode 55

The Core PCE (Personal Consumption Expenditures) gauge is critical for understanding economic policy decisions, particularly inflation-related ones.

Currently, inflation is showing signs of slowing down. The post-COVID recovery in supply chains and trends in service inflation are significant factors shaping the broader economic landscape.

Recent job reports indicate a decrease in hiring within the leisure and hospitality sector. Despite this, the jobs report reflects a promising 3.9% annualized increase in employment, the lowest rate since May 2021.

Here is a detailed breakdown of the topics covered:
00:00 - Inflation and Services Costs: Analysis of inflation and its impact on service costs.
00:18 - Introduction: Opening remarks and overview of the discussion.
00:44 - Personal Note and Parkinson's: A personal anecdote regarding Parkinson's disease.
01:07 - Speculation on Biden's Health: Discussion about President Biden's health.
02:00 - Podcast Announcements: Updates and announcements related to the podcast.
03:43 - Jobs Report Analysis: In-depth analysis of the latest job reports.
05:11 - Inflation Trends and Wage Spiral: Examination of inflation trends and the wage-price spiral.
07:07 - Full-Time vs Part-Time Jobs: Comparison of full-time and part-time employment trends.
08:03 - Fed Rate Cut Watch: Monitoring potential Federal Reserve rate cuts.
09:34 - CPI and Inflation Reports: Detailed look at the Consumer Price Index (CPI) and other inflation reports.
10:31 - Stock Market Insights: Insights into current stock market trends.
11:50 - Fed Rate Cut Expectations: Expectations surrounding future Federal Reserve rate cuts.
00:13:03 - Bond Market and Dollar Trends: Analysis of bond market movements and dollar trends.
14:25 - Weekly Summary and Exciting News: Summary of the week's events and exciting news updates.

Tune in next week for another engaging episode of KP Talks: https://linktr.ee/kptalksdollarsandsense

#KPTalks #Inflation #Economy #FederalReserve #PCE #EconomicUpdate #FinanceNews #ServiceIndustry #EmploymentTrends 

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