Inside the Room Where Housing Talks Happen

🚨 Live from the NYSE floor, KP breaks down the real drivers behind mortgage rates and inflation—spoiler: it’s more about Capitol Hill than CPI.

The 10-Year Treasury yield is climbing past 4.50%, reacting to Washington’s spending and debt ceiling drama, which the bond market is not happy about.

The U.S. faces a budget crisis with a $3.8T House package now in the Senate—expect cutbacks, tax changes, and volatility ahead.

At the MBA conference, KP heard from regulators about serious cost-cutting—$97M saved by scrapping outdated rules—and more reforms are on the way.

Mortgage market update: rates remain high but activity stays strong, with 80% of Q1 loans for purchases. Local lenders are gaining ground, proving the market is shifting, not dying.

Bitcoin hits an all-time high, coinciding with the 15-year anniversary of the famous 10,000 BTC pizza purchase—now worth over $1 billion.

👇 What’s inside this episode:
00:00 – Mortgage rate pressure builds
01:30 – NYSE + HousingWire insights
03:00 – FHFA & Ginnie Mae get serious
05:00 – Budget battles & debt ceiling countdown
07:00 – Bitcoin Pizza Day hits different
10:00 – Memorial Day: meaning > marketing
12:00 – Fed balance sheet drops, rates react
14:00 – Consumer resilience vs. recession noise
17:00 – Deployment, diapers, and demand
19:00 – IPO boom, soft labor, Nvidia watch
21:00 – Loan-lock window incoming?

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

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