KP Talks Dollars and Sense

From Fed Actions to Best Life Lessons

Kevin Peranio Season 3 Episode 23

Hawkish cuts – a term that seems contradictory but carries significant weight in the financial world. The Federal Reserve’s recent actions highlight the delicate balance between controlling inflation and fostering economic growth. While cutting rates may appear dovish, their hawkish tone signals caution over fiscal spending and future uncertainties.

This week, key economic indicators like unemployment figures, inflation data, and treasury yields are in the spotlight. With $10 trillion in treasury issuance set to hit the market in 2025, and discussions on budget reconciliation heating up, the stakes for economic stability are higher than ever. Meanwhile, SOFR, the benchmark replacing LIBOR, continues to influence mortgage and loan rates.

Did you know that the U.S. holds the largest gold reserves, yet these are undervalued at just $42 per ounce on balance sheets—despite gold's market price nearing $2,600? The implications for fiscal policy and long-term economic resilience are profound.

Catch next week’s episode of KP Talks: https://linktr.ee/kptalksdollarsandsense

#KPTalksDollarsAndSense #HawkishCuts #FederalReserve #EconomicPolicy #TreasuryMarkets #InflationControl #SOFR #GoldReserves #FinancialLiteracy #CreditEconomy

People on this episode