Why The Fed Might Delay Rate Cuts This Year

📉 The Fed's in pause mode—not because inflation is hot, but because tariffs might heat it back up. CPI and PPI came in softer than expected, but rate cuts? Still off the table. The Fed is watching the money flow—and the tariff clock—tick.

🇨🇳🌍 Meanwhile, trade talks are shifting. A temporary 90-day deal with China dropped tariffs from 145% to 30%. The UK cut a $10B Boeing deal. Big moves. But they’re short-term band-aids for long-term inflation wounds.

📊 The 10-year Treasury yield is stuck near 4.47%—the high end of the range. Why? Budget fears. Uncle Sam’s spending is fueling inflation more than consumers are. Even with cooling prices, bond markets don’t like the math.

💸 Mortgage rates? Still elevated. Affordability is squeezed by high rates, rising property taxes, and shaky insurance markets. But homebuying activity is up. It’s spring season after all.

💬 Not a financial advisor—but I am here to help you track the flow of money, global politics, and market momentum.

Here’s what’s inside:
00:00 – Budget worries and government spending = inflation fuel
01:30 – CPI dips, rents still lagged in reporting
03:00 – 90-day China tariff deal + UK Boeing trade
05:00 – Goldman Sachs drops forecast to just 1 rate cut
06:15 – Stock market rips, bond market dips
08:00 – Taxes, insurance, and mortgage pain
10:00 – PPI: food and energy costs ease
12:00 – Fed’s “wait-and-see” explained
14:00 – Global investments, iPhones in Vietnam, UK orders
17:00 – Will inflation sneak back before growth shows up?

👉 Follow the money, not the noise: https://linktr.ee/kptalksdollarsandsense

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