KP Talks Dollars and Sense

Markets on Edge: Fed Holds, Trump Moves, Rates Shift

• Kevin Peranio • Season 3 • Episode 40

📉 The Fed held steady—and that silence? It spoke volumes. No rate cuts, no bold moves. Just a wait-and-see stance on inflation, especially from tariffs.

🇺🇸 Meanwhile, Trump didn’t stay quiet. He came back with a trade deal with the UK—$10B in Boeing orders, beef exports, and more. It gave the market some certainty… and mortgage rates felt it.

📊 The 10-year Treasury dipped from 4.35% to around 4.24%—right in that window I flagged earlier. But it bounced right back to 4.37% after the trade deal news.

🤝 Global politics, trade wars, Fed policy—it’s all connected. These shifts in money flow impact housing, mortgage rates, and your bottom line.

💬 Not a financial advisor—but I am here to spark ideas and help you follow the money.

Here’s a breakdown of what’s inside:
00:00 – CRA Bill in California, Cinco de Mayo recap, and live from the Mortgage Innovator Conference.
02:00 – Fed in wait mode: no rate cuts, no panic.
04:00 – Trump’s tariffs + trade deal with UK.
06:00 – Market response: rates drop, then bounce.
08:00 – Earnings reports, Warren Buffett steps down, S&P plays.
12:00 – Scott Bessent’s 3-legged economic outlook.
14:00 – Oil, inflation, and rent realities.
17:00 – AI at the conference + VC/PE investment insights.
22:00 – Housing market momentum, millennial buying power, and tapable equity.

👉 Stay informed and follow the flow of money: : https://linktr.ee/kptalksdollarsandsense  

#FedHold #InterestRates #MortgageRates #Trump #TradeDeal #UKDeal #Tariffs #10YearTreasury #StockMarket #HousingMarket #EconomicTrends #FinancialLiteracy #MortgageIndustry #KPTalks #KPTalksDollarsAndSense #AI #InvestmentInsights #MarketMoves #CRA

People on this episode