Earnings Boom, Stocks Hit Highs

Auto leasing, insurance, and car costs continue to drive a significant share of the CPI increase.

Treasury yields fall from 4.80% to 4.40%, influencing mortgage rates ahead of the March 19 Fed meeting.

Retail sales decline as consumers tighten spending, potentially impacting future CPI data.

Stock markets reach all-time highs, with 78% of companies surpassing earnings expectations.

Super Microcomputer faces delisting risks, while NVIDIA’s earnings report draws investor focus.

Debates over government spending, budget reconciliation, and tariffs add to market uncertainty.

DOJ investigations raise concerns over fraud, waste, and government overreach.

Here are the key points:
00:00 Introduction and Personal Notes from KP
00:41 CPI Report, Retail Sales, and PPI Insights
01:29 Treasury Yields and Mortgage Rate Trends
02:00 Auto Industry’s Role in Inflation
03:16 Retail Spending Patterns and Housing Starts
04:08 PPI Impact on Fed’s Inflation Measures
04:40 Stock Market Performance and Earnings Reports
05:16 Super Microcomputer and NVIDIA Earnings Watch
06:00 Government Spending, Budget Talks, and Market Impacts
07:00 DOJ Investigations and Government Overreach
08:19 Fraud Concerns with Social Security Data
09:00 Libertarian Legal Cases and Property Rights
09:49 Housing Market Trends and Seasonality
10:08 Closing Thoughts and Economic Outlook

Learn more about market trends and economic impacts: https://linktr.ee/kptalksdollarsandsense

#KPTalksDollarsAndSense #CPIReport #RetailSalesTrends #TreasuryYields #MortgageRates #StockMarketHighs #EarningsSeason #GovernmentSpending #EconomicOutlook #InflationConcerns #HousingMarketTrends