KP Talks Dollars and Sense

Weak Jobs But A Strong Economy

Kevin Peranio Season 3 Episode 14

A 25-basis-point rate reduction is anticipated from the Fed.

The bond market is looking beyond the upbeat jobs report.

Institutional trades are now guided by underlying economic trends.

A 25-basis-point rate cut from the Fed seems likely.

Key data from the Bureau of Labor Statistics is starting to resonate.

The latest jobs report initially triggered a rate spike, but perspectives are shifting.

Here are the key points:
00:00 Introduction
02:36 Fed Meeting and Interest Rates
04:12 Economic Impact of Conflict
06:01 Interest Rate Outlook
06:57 FHFA Loan Repurchases Update
14:56 Personal Update and Golf Tournament
17:34 Election Analysis
19:30 Economic Projections
24:06 Closing Remarks

Join us next week for another episode of KP Talks Dollars and Sense! https://linktr.ee/kptalksdollarsandsense

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