KP Talks Dollars and Sense

The Fed’s Uncertainty Crisis

Kevin Peranio Season 3 Episode 33

Is the Fed Falling Behind? | KP Talks Dollars and Sense
📍 Live from Arlington, TX at The Mortgage Collaborative Event

In this episode, Kevin Peranio breaks down the real takeaway from the latest Fed meeting—and it’s not what the headlines are saying.

💥 After trimming over $2 trillion from its balance sheet, the Fed is now slowing down quantitative tightening. So, what does that mean for the economy, interest rates, and your money?

Also in this episode:

    Why some say the Fed funds rate is now meaningless
    What SOFR and short-term yields are really signaling
    How new tariffs could hit U.S. revenue and inflation
    Is the Fed leading the market—or just following along?
    Global rate cuts, liquidity shifts, and what might come next

📌 Key Moments:
00:00 – Hot take: Is the Fed behind?
03:25 – SOFR vs Fed funds rate
05:32 – A hawkish pause ahead
06:14 – Tariffs & $1T in U.S. revenue
16:37 – QT slowdown = liquidity shift
20:04 – Global rate cuts on the horizon?

📢 Stay informed: https://linktr.ee/kptalksdollarsandsense

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💬 Got thoughts? Drop a comment—especially if you’ve got strong feelings about the Fed (👀 KP wants to hear from you).

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People on this episode