Markets on Edge: Jobs, Shutdowns, and Sticky Inflation

Government Shutdown, Jobs Week & Sticky Inflation

A possible government shutdown could delay key economic reports, leaving us guessing on the health of the labor market. Meanwhile, mortgage rates remain low, home sales are slowly stabilizing, and refinancing activity is picking up — but labor and inflation trends could shift everything.

It’s a week of push-and-pull forces: government uncertainty vs. economic data, low rates vs. sticky inflation, housing equity vs. credit costs, and Fed caution vs. market expectations.

From insights at the ZDI Customer Advisory Board to FICO updates and policy moves out of Washington, KP breaks down what all of it means for rates, housing, credit, and the broader economy.

Episode Highlights:
00:00 – Government shutdown: how it could impact jobs reports
02:10 – Labor market trends: who’s winning and who’s struggling
04:32 – Housing market reality check: price cuts and inventory shifts
06:39 – Mortgage refinancing surge & low-rate benefits
08:11 – FICO updates, credit scoring changes & consumer impact
10:07 – Inflation trends: sticky numbers and true real-time data
12:13 – AI Summit insights & revenue-per-employee metrics
14:05 – Policy updates: CFPB, flood insurance, and federal budget watch

Stay informed. Stay ready. Stay ahead.
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